Technicians Training
Technician training folder contains a library of useful information to get started with the SmartServ app.
It only takes a few minutes to set up the SmartServ app on your iOS device. Please open a browser (Safari/Google Chrome) to open the url and follow the step...
Fri, Jul 3, 2020 at 12:39 PM
We have gone ahead and made a feature which will help you (Field Staff) to create job/tickets from the field on your mobile app. After they do, they sho...
Fri, Aug 30, 2019 at 11:20 AM
In the mobile dashboard, you can navigate and manage Ticket Details, Notes, Equipment at Customer Location, Checklist/Forms, and Billing (for Estimates &...
Tue, Aug 20, 2019 at 4:25 PM
Customer Information As a technician you can see the customer's billing information as well as the worksite details for the job card you're working...
Tue, Jun 19, 2018 at 7:20 AM
HOW TO SEE A LIST OF SUBMITTED SPIFF's Go the Task Calendar View for finding your list of Spiffs. Click on the left bottom most "SPIFF LIS...
Fri, Aug 23, 2019 at 11:38 AM
We will be covering the Setting section on the iPad, You can perform the following functions on the settings portion: 1. Send a Feedback to our Support ...
Tue, Jun 19, 2018 at 7:41 AM
To look at the service history of the customer, click on the green “History” button which will give you a list of all visits at the customer's work s...
Thu, Jun 28, 2018 at 7:30 AM
There are 2 types of Time Cards that can be added in SmartServ: 1. Ticket specific Time Card 2. Custom Time Card You can add the time card in ...
Fri, Aug 23, 2019 at 12:07 PM
To see all the Recommendations on the ticket, click on the “Recommendations” tab. Below are the types of items that will show up: Line items that have ...
Fri, Aug 23, 2019 at 11:54 AM
From the Notes section of the iPad, you can perform the following functions: View existing notes input by office New notes can be created Create rem...
Thu, Jun 28, 2018 at 8:03 AM