Web Platform

How to manage existing customer
In order to edit a customer, we need to follow the below mentioned steps. 1. Click on the 'Customer' option from the main dashboard or from th...
Fri, Aug 23, 2019 at 12:23 PM
SMS Template
The SMS Template feature can be accessed from the settings. The steps after you login to the web app are Settings>> SMS Template. In the SMS Templ...
Fri, Aug 23, 2019 at 12:24 PM
How to add or edit Time Cards
ADD TIME CARDS Here you are able to view and manage Time Cards for your business.  When searching for a specific Time Card, you can filter by Date and...
Fri, Aug 23, 2019 at 12:28 PM
How to add Sales Tax
You can add your own sales tax. All the sales tax added by you will be shown on UI,  under settings, header named sales tax. You can manu...
Tue, Dec 4, 2018 at 12:13 PM
Revenue Splits and Purchase Orders
REVENUE SPLITS  When multiple technicians are assigned the same job ticket, the revenue can now be split in percentage. 1.  Go to the ticket. 2. Clic...
Tue, Jun 5, 2018 at 1:27 PM
How to reset password for employees
Here is how you can reset the password for your employees:   1. Go to Employees under Settings tab.    2. Click on the Key icon. You will see a p...
Fri, Aug 23, 2019 at 12:32 PM
How to setup User/Employee Roles
Steps to assign a role to the new user or an existing users: 1. Navigate to Settings -> Employee tab. 2. If you are editing an already exist...
Fri, Aug 23, 2019 at 12:30 PM
How to delete an employee
You cannot delete an employee from SmartServ, you can only deactivate. 1. Go to Settings -> Employee. 2. Click on the 'X' icon and...
Wed, Apr 24, 2019 at 10:30 AM
How to group technicians
To Add A New Group (useful for grouping technicians by type of job or expertise, etc), click on the "+Add New Group" button at the bottom of the E...
Wed, Apr 24, 2019 at 11:00 AM
How to add a Time Off
You can add time off for technicians by going to '+Add Time Off' under Scheduler.   1. Click on “+ Add Time Off” button. 2. Select...
Tue, Dec 4, 2018 at 12:18 PM