Customers CRM
1. Search the customer and click on the edit button. 2. Inside the service location, browse to the bottom. Go to the “Service Agreements” tab and clic...
Tue, Jul 14, 2020 at 12:41 PM
Search the customer and click on the account to display the list of service locations. 2. Once the service locations show up, click on the edit symb...
Fri, Jul 3, 2020 at 1:05 PM
Go to Service locations tab under the Billing customer and you would be able to see a QuickBooks sync icon if the service location is already synced into Q...
Tue, Jul 14, 2020 at 1:07 PM
Login to the SmartServ Web app: v2.smartserv.io with Admin/Dispatcher Credentials Once logged in click “Customers” on the black banner ...
Fri, Feb 14, 2020 at 6:56 AM
Login to the SmartServ Web app: v2.smartserv.io with Admin/Dispatcher Credentials Once logged in click “Customers” on the black banner ...
Fri, Feb 14, 2020 at 6:57 AM
HOW TO ATTACH THE FORMS WITH THE ESTIMATE STEP 1. Go to the edit estimate template and click on the insert button. STEP 2. The URL which you need to...
Mon, Apr 27, 2020 at 6:49 AM