Helpdesk

SmartServ provides pre-defined email templates. The user has the ability to edit them according to your preferences. The following mentioned steps shall ...

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...

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...

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...

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...

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...

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...

You cannot delete an employee from SmartServ, you can only deactivate. 1. Go to Settings -> Employee. 2. Click on the 'X' icon and t...

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...

You can add time off for technicians by going to '+Add Time Off' under Scheduler.   1. Click on “+ Add Time Off” button. 2. Select t...