Missed our recent Live Q&A session? Below is a recording of the session along with a list of all the questions answered during our session – blog links included!
Q: What’s the best way to navigate through the ServiceWorks system (From job creation to job completion)
A: To get the most out of the system and navigate with ease, it is recommended to set up a workflow that works best for you. This means becoming more familiar with processes such as creating jobs, items, purchase orders & scheduling services.
Associated Blogs:
Creating a Job
Creating Inventory Items
Purchase Orders
Scheduling
Q: How can I schedule the most optimal work routes?
A: The best way to configure your routes within ServiceWorks is by using the Route Sheet to manually edit your daily routes or to use the Optimization Feature, which will automate your daily routes based on time, technician availability, and skills needed.
Associated Blogs:
Route Sheet Management
Optimization Feature
Q: How do I pull pricing from my distributors?
A: You can pull information from our integrated distributors simply by configuring them within your account. Upon placing an order, you’ll get real-time information about the current price, warehouse, and location that you can expect your items to be shipped from.
Associated Blogs:
Q: Where can I find out more about reports or request a report?
A: You can view the Reports Directory, which will give you a brief explanation of any of the current reports within the ServiceWorks software. In the event the report you would like doesn’t exist, you can always submit a feature request to have it added to the system in a future update
Associated Blogs:
Reports Directory
Submit a Ticket
Q: What’s the best way to handle triage tickets using ServiceWorks?
A: When referring to a ticket that has been evaluated and prioritized based on urgency and complexity, you’ll want to first ensure the right ticket is assigned to the right person. For more complex jobs and services, we recommend assigning skills to users. That way if a ticket comes in requiring a certain skill, it will recommend the right technician each time. For jobs requiring a sense of urgency (i.e. needing to be scheduled asap), move them to the status of Sooner Service. This will mark these jobs as high priority for the next available timeslot.
Associated Blogs:
Skills for Technicians
Sooner Service Tab
Q: How do I make the schedule board work best for my needs?
A: When it comes to the schedule board, you’ll have several different views to choose from including different filters for each view. In addition, you can also utilize the schedule tab feature, which allows you to save specific views with filters applied for quick and easy scheduling.
Associated Blogs:
Q: How do I schedule time off?
A: For scheduling time off, you can use the Time Off Request in either the desktop or ServiceWorks Pro app
Q: How do I utilize inventory scanning within ServiceWorks?
A: To best use the scanning feature within ServiceWorks, you’ll first need to ensure that your inventory items have their SKU numbers assigned to them. Once that’s been established, you can simply add them to jobs and services by scanning the barcodes with a USB scanner or even your mobile device!
Associated Blogs:
Creating Items
Barcode Scanning
Q:How can I best use the item dispositions to optimize my workflow?
A: Each item disposition within ServiceWorks has its own workflow effect, such as leaving items on the invoice or temporarily removing it from inventory. Custom statuses can also be created for your individual business needs, but please note that these custom statuses will not trigger any additional effects within your system.
Associated Blog:
Q: How do I learn about the newest updates to ServiceWorks?
A: Each time we add or enhance features within ServiceWorks, you’ll be able to view that directly from your log in page. We also post all of our updates within our exclusive Facebook group designed specifically for ServiceWorks subscribers.
Associated Blog:
