Technicians Training

Technician training folder contains a library of useful information to get started with the SmartServ app.

How to add or edit Equipment for a ticket
VIEW EQUIPMENT FOR A TICKET 1. Click the Equipment button at the bottom of the screen. It will show the list of the existing equipment for a particular ...
Fri, Aug 23, 2019 at 1:14 PM
How to attach checklist to a ticket
You can add and manage checklist to maintain organization of to-do lists and customer data in the field. ADD NEW CHECKLIST Go to Checklists/Forms t...
Thu, Jun 28, 2018 at 9:41 AM
How to attach forms to a ticket
Go to Checklists/Forms tab in iPad. 1. Click the "+" icon in the top right corner.  2. Select 'Add Forms'. 3. Choose a fo...
Tue, Dec 4, 2018 at 12:12 PM
How to create a invoice
Let's check out the Billing tab. Click the billing tab in the bottom right corner. Here you can create new Estimates and Invoices. In addition you ca...
Tue, Dec 4, 2018 at 12:12 PM
How to set reminders for a ticket
You can set Reminders and send this info to the office (i.e., Follow-up appointments or you might be waiting for ordered equipment to arrive, etc.). ...
Thu, Jun 14, 2018 at 3:59 PM
How to fill in a checklist
Once you have added a checklist you can fill it up on field.  1. Click on the checklist added and Select equipment by clicking “Choose Equipment” that y...
Mon, Jul 9, 2018 at 1:04 PM
Void invoices in iPad
In order to void the invoices on the iPad, you need to proceed with the following steps: 1. Go to the "Billing" tab. 2. Select the invoice and c...
Thu, Jun 14, 2018 at 3:51 PM
Not able to Login to the App on iPad
Recently, multiple techs from multiple companies reported an error while logging in to the iPad. The error read "Cannot connect to the network"...
Wed, Jan 22, 2020 at 12:11 PM
How to attach the Service Agreement with the invoice/estimate from iPad".
When you open your SmartServ application from the techs iPad, the first screen will appear like the below image. STEP1:- Click on the button present at the...
Mon, Apr 20, 2020 at 1:53 PM