Web Platform

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
How to determine job status based on color
Ticket colors will change on the scheduler to denote the job status. On the right hand side, the “I” shows the color coding available.  An open ticket wi...
Wed, Jun 6, 2018 at 5:36 AM
View and Export Service Agreements
To view and export the Service Agreements. please follow the below mentioned process. 1. You can view the service agreements by clicking on the "Se...
Fri, Aug 23, 2019 at 12:39 PM
How to use Maps:
To use the "Map". Please follow the below listed process. 1. Click on the “Map” tab on the top of the SmartServ web view interface. Please ref...
Fri, Aug 23, 2019 at 12:42 PM
How to merge customer information
You can merge customer information to avoid duplicate data in your account.  1. Go to Customers tab. 2. Click on Data Merge. 3. Type in the th...
Thu, Jun 7, 2018 at 7:08 AM
How to attach a checklist or form from the office
For starters let's understand the difference between a checklist and a form.  - Checklist basically will be a list of items for the technicians to ...
Fri, Aug 23, 2019 at 12:49 PM
Add and update Notes & Pictures on a job ticket
In  “Notes” you can see:  All the notes (from office and technician) associated with that ticket Reminders for office to follow-up (if there are any add...
Fri, Aug 23, 2019 at 12:50 PM
Invoice Estimate (temp)
You can create Estimate and Invoice on any ticket which is there on SmartServ. The filters can also be implemented to check whether the ticket has Invoice p...
Mon, Jul 20, 2020 at 11:27 AM
How to add a Time Off1
You can add time off for technicians by going to '+Add Time Off' under Scheduler.   Time Off's can be of two different types as mentioned be...
Mon, Jul 20, 2020 at 11:26 AM
Invoice Tab Updated
Invoice Tab   Note-1) The new Invoice module works according to the Invoice Date and not according to the Invoice Creation Date.            2) The search...
Mon, Jul 20, 2020 at 11:43 AM