Mental health awareness in the service industry According to the Office of National Statistics, depression rates in labour intensive jobs are much... Find out more
Tracking MOT and service dates Vehicles three years or older require an annual MOT; this ensures all the different parts of your... Find out more
Tips for reducing driving costs Field Service Management businesses usually require lots of driving in day to day operations and so... Find out more
Managing Service Contracts Some of our customers are responsible for big contracts, servicing hundreds of sites all over the... Find out more
Portal Integration Some of your customers, usually the larger ones, may have their own online systems that you are... Find out more
Handling Uplifts Contractors use uplifts when a job needs more work or materials than originally agreed... Find out more
Driver Tracking Survey Findings 2 In a recent survey, we asked 30 companies throughout the UK for their... Find out more
Driver Tracking Survey Findings 1 In a recent survey, we asked 30 companies throughout the UK for their... Find out more
Business Development Dashboard Get quick insights about business development with our new Business Development Dashboard. At a... Find out more
Using The Time Tracking App The operatives app automatically records time you spend on Jobs, Travel, Breaks and Other... Find out more
Maps & Directions Your engineers can now access maps and directions from within their mobile... Find out more
Quotation Expiry Dates By default all quotations are valid for 30 days from the quote performed date. You can change... Find out more
New Operations Dashboard You can now access a new Operations Dashboard which shows all your job details broken down by job... Find out more
Van Stock, Stock Requests & Stock Checks Van Stock New stock section has been added to the operatives mobile app that let's them... Find out more
Search Jobs Within The Scheduler You can now filter unscheduled jobs in the scheduler to make it easier to find a specific job or... Find out more
Create Your Own Forms, Send Them To The App And Manage In The Dashboard You can create your own forms which can then be used to send tasks to your operatives via... Find out more
Print Price Lists to PDF You can now print standard and customer specific price lists from your product data and export to... Find out more
Enhanced Search Search has been upgraded in Service Manager. There is a new search bar at the top of every... Find out more
Track jobs that need a purchase order number and customers that are on stop We have just refined how service manager deals with purchase order numbers and customers being on... Find out more
Configure Emails by Job Type Service Manager sends email notifications for booked jobs, scheduled jobs, completed jobs and... Find out more
Weekly Scheduling Tool We have added a new weekly scheduling tool, so there are now 2 different scheduling options. ... Find out more
Zero VAT for non UK customers Need to raise an invoice without VAT for an overseas customer. You can now do that in... Find out more
Stock Reporting Need to know the value of the stock your company is holding. The stock report does that for... Find out more
Pro-Forma Invoices Need to invoice and get payment before you start working on a job? You can now raise... Find out more
1. Setting Up Stock Locations and Stock Levels Stock locations are the places you keep products. Click [Stock] from the main menu to see a... Find out more
Reporting On Job Status History Once a job changes status you lose sight of the previous state of the job, so it can be... Find out more
2. Managing Stock You can manage stock from the Service Manager home page. The stock section shows outstanding... Find out more
2.1 Moving Stock Stock can be replenished at one location by transferring stock from another location. There... Find out more
2.2 Purchase Orders Stock can be replenished through purchase orders. From the home page click 'Products To... Find out more
3. Decrementing Stock Stock is automatically adjusted when you complete a job. Any stock items booked on the job... Find out more
Viewing Job Status History Want to understand what's happened to a job over a period of time? Was it completed straight... Find out more
4. Van Stock Operatives can manage their van stock through their app. On the home page click [Show... Find out more
5. Managing Stock Requests Stock request will be submitted from your operatives mobile app. Initially they will show in... Find out more
1. Product Categories Products are grouped into product categories. Each category contains a selection of similar... Find out more
2. Stock Locations Stock locations are the places where your products are held. You may have a single warehouse... Find out more
3. Products Click [Set up]-[Products] to go to the list of product categories. Click on one of the... Find out more
