Helpdesk

1. Navigate to Settings 2. Fill in your business information under the “Company” Tab. (This information can be edited only by the Administrators.) ...

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 ...

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...

You can add a new employee or manage existing employee's details under 'Employee' tab in Settings. Edit Details: Step 1: Click on the op...

HOW TO ADD A SERVICE AGREEMENT Add Service Agreement Template 1. Go to the Settings tab -> Invoice sub-tab. 2. Click on '+ Add Service ...

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...

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...

HOW TO ADD SPIFF FROM WEB 1. Go to SPIFFs under Settings 2. Click on the "+ Add new SPIFF Template" to add a SPIFF.  ...

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...

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...