Helpdesk

Ticket color will change on the scheduler to denote the job status. On the right hand side, the shows the color coding available.  An "open" ti...

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...

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...

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 k...

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...

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...

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 below...

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...