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HELPDESK

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Home Solutions Forums


HOW CAN WE HELP YOU TODAY?

Enter your search term here...
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(206) 826-9074



KNOWLEDGE BASE


SMARTSERV KNOWLEDGE BASE

Customers CRM 16
 * Overview of the Customer
 * How to check details of any Service Location?
 * How to update Billing customer?
 * How to check invoices/estimates created under billing customer?
 * How to check Job Tickets inside the Billing Customer?

See all 16 articles
Web Platform 28
 * How to setup a Company Profile
 * How to Create Job Tickets
 * How to use the Scheduler
 * How to Add an Employee/User:
 * How to add a Service Agreement

See all 28 articles
Technicians Training 19
 * How to install SmartServ app
 * How to create jobs/tickets from Mobile
 * How to see Work Orders & your schedule
 * View home owner details and send out a service reminder via text
 * How to manage and add Spiffs

See all 19 articles


RELEASE ANNOUNCEMENT

Reports 1
 * Reports


COMMUNITY FORUMS

Showing recent updates

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GETTING STARTED WITH THE SMARTSERV COMMUNITY

Learn more about the SmartServ Community! 3
 * Say Hello and tell us what brings you here :)
   Posted by Ray J, 3 years ago
   Last Reply by Ray J 3 years ago
 * Community Guidelines - How to ace the SmartServ Community like a champion
   Posted by Ray J, 3 years ago
   Last Reply by Ray J 3 years ago
 * Creating Recurring Payment in Gravity and Fattmerchant
   Posted by SmartServ Inc., 2 years ago
   Last Reply by SmartServ Inc. 2 years ago


WHATS NEW IN SMARTSERV?

Product updates and announcements 0
Release Notes 0


PRODUCT IDEAS

Dashboard & Reports 2
 * Equipment Dashboard
   Posted by Brad Chittenden, 2 years ago
   Last Reply by Brad Chittenden 2 years ago
 * Technician Dashboard
   Posted by SmartServ Inc., 3 years ago
   Last Reply by SmartServ Inc. 3 years ago

Job Tickets & Notes 2
 * Equipment - Filters
   Posted by Brad Chittenden, 2 years ago
   Last Reply by Brad Chittenden 2 years ago
 * Levels of Urgency
   Posted by Brad Chittenden, 2 years ago
   Last Reply by Brad Chittenden 2 years ago

Invoice & Estimates 2
 * Ability to configure our invoice or estimate template
   Posted by SmartServ Inc., 3 years ago
   Last Reply by SmartServ Inc. 3 years ago
 * Ability to add net payment terms on Invoice
   Posted by SmartServ Inc., 3 years ago
   Last Reply by SmartServ Inc. 3 years ago

Maps & Routing 1
 * Incorrect mapping when filtered
   Posted by Brad Chittenden, 2 years ago
   Last Reply by Brad Chittenden 2 years ago

Scheduling & Dispatching 0
Time Card & Spiff 0
Service Agreements 0
Customers & Pricebook 1
 * Flatrate Catalog
   Posted by Brad Chittenden, 2 years ago
   Last Reply by Brad Chittenden 2 years ago

Mobile Application 1
 * Pay Now feature - Mobile
   Posted by Brad Chittenden, 2 years ago
   Last Reply by Lawrence Sturkey a year ago

Integrations 1
 * Monday or Asana - Task management
   Posted by Brad Chittenden, 2 years ago
   Last Reply by Brad Chittenden 2 years ago


COMMUNITY DISCUSSIONS

Ask the Community 0
Share your SmartServ story 0
Tips 'n' Tricks 0
Report Problems 0
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