Web Platform

How to setup a Company Profile
1. Navigate to Settings 2. Fill in your business information under the “Company” Tab. (This information can be edited only by the Administrators.) ...
Fri, Jul 3, 2020 at 11:58 AM
How to Create Job Tickets
VIEW ALL JOB TICKETS:   Go to the "Tickets" tab.   Here, you can see the list view of the job tickets and their relevant information. You can ...
Wed, Jul 15, 2020 at 2:09 PM
How to use the Scheduler
To see the scheduler, click on the “Scheduler” tab.  You can do the following:  See the daily or weekly view of the schedule of the technicians by cli...
Wed, Jul 15, 2020 at 2:21 PM
How to Add an Employee/User
You can add a new employee or manage existing employee's details under 'Employee' tab in Settings. Edit Details: Step 1: Click on the...
Wed, Jul 15, 2020 at 2:26 PM
How to add a Service Agreement
HOW TO ADD A SERVICE AGREEMENT Add Service Agreement Template 1. Go to the Settings tab -> Invoice sub-tab. 2. Click on '+ Add Service...
Tue, Jun 18, 2019 at 10:51 AM
How to create Estimate & Invoice
When you arrive on the home screen, you can search for the ticket to edit the details by searching with the filters shown – to find a ticket which has an es...
Wed, Jul 15, 2020 at 3:03 PM
How to navigate through the invoice tab
On the home screen, you can see all invoices on the “Invoice” tab. To get a specific list, use the filters -  date range, job status and invoice status. Or...
Tue, Dec 4, 2018 at 12:19 PM
How to add SPIFF Template & approve SPIFF’s in office
HOW TO ADD SPIFF FROM WEB 1. Go to SPIFFs under Settings 2. Click on the "+ Add new SPIFF Template" to add a SPIFF.  ...
Tue, Dec 4, 2018 at 12:12 PM
How to add Flat Rate Items
Flat rate items refer to a pricing structure that charges a single fixed fee for a service, regardless of usage. Less commonly, the term may refer to a rate...
Mon, Jul 15, 2019 at 2:33 PM
How to add a new customer
ADD A NEW CUSTOMER Go to the web portal of SmartServ by clicking on this https://app.smartserv.io and login with your credentials. Now a dashboard will...
Mon, Jul 15, 2019 at 2:06 PM