Missed our Q&A Session in October? Below is a list of all the questions answered during our session – blog links included!
Q: How can I control the amount of jobs a technician can service?
You can control the amount of jobs a technician can be assigned to them within a single workday using the Job Capacity feature
More on accessing the Job Capacity feature: https://blog.service.works/tutorial/jobs/job-capacity/
Q: How can I use ServiceWorks as a POS (Point of Sales) system?
ServiceWorks has a great POS system and features for you to use. This can include making purchases, fufiling orders, and even taking payments on the spot
More on how to use the POS terminal within ServiceWorks: https://blog.service.works/tutorial/pos/customer-order-pos-terminal/
Q: How can I setup barcodes for items and locations within my ServiceWorks account?
By using the barcode scanning and barcode printing features, you can assign or scan item SKU’s and then print them out on labels for easier scanning. This can come in use for instances such as inventory counts
More on barcode printing and creation – https://blog.service.works/tutorial/inventory/barcode-printing-and-scanning/
Additional Legend for Barcode Printing
Q: What’s the best way to identify an “issue customer” for future jobs?
The best way to accomplish this is by using the Red Flag feature. By doing so, a message will appear any time this customer’s information is being accessed or when added to a job.
More on Red Flags – https://blog.service.works/tutorial/jobs/red-flags/
Q: Why am I receiving so many notification emails?
This may be due to how your notification permissions are set within your account. By setting your email preferences, you can enable (or limit) the amount of emails you receive about actions within your ServiceWorks account
Email permissions and their usage – https://blog.service.works/tutorial/communication/email-management-permissions/
Q: What email addresses does the statement email get sent to and how can I update it?
With the statement emails, the primary email address is the one that will typically receive the statement. This can be updated in the customer edit section or you can also use a link in the statement itself with access to payment
Permissions – https://blog.service.works/tutorial/communication/statement-email-link/
Q: What’s the best way for me to mark something that I’d like either myself or an employee to follow up on?
You can use Tasks to monitor smaller items of action or follow-ups within ServiceWorks. Just set the task for the user, the priority of the task, and a desired end date. Once set, the user will see the notification upon logging into their account
More on using Tasks – https://blog.service.works/features/feature-update-tasks/
Q: How do we set up commission rates for jobs?
Within ServiceWorks exists a commission calculator: with the ability to apply preset commissions by job, technicians, or once a certain profit amount has been reached.
More on using applying commission rates: https://blog.service.works/tutorial/payment/commission-calculator/
Q: What do I do if I need my tech to fill out a form on the job?
By utilizing our forms feature, you can take notes or complete a checklist while on the job- directly from a mobile device. These job forms will also be visible on the desktop via the Form Edit menu
More about Job Forms – https://blog.service.works/tutorial/jobs/custom-job-forms/
Q: How can I identify and locate parts I need for jobs and their current stock?
By utilizing the Daily Parts Required and Parts Required, technicians can see all needed parts for jobs, as well as their current inventory locations and stock quantity
Daily Parts Required – https://blog.service.works/tutorial/inventory/daily-parts-required/
Parts Required (Mobile App) – https://blog.service.works/tutorial/mobile-app/mobile-app-parts-required/
Q: Can I import customers into ServiceWorks?
Absolutely! Our import manager in the Customer Edit section is a quick and easy way to remap your customers and their information directly into ServiceWorks
More on using the customer import process – https://blog.service.works/tutorial/customer/importing-your-customers/
Q: How can I control who can view SMS, Job Discussions, or any other text communications?
Each of these is controlled by a permissions module within the Admin panel. By enabling (or disabling) these permissions, your technicians can have access to these messages or be restricted from viewing them.
More on Permissions – https://blog.service.works/tutorial/roles-and-permissions/
Thanks for tuning in! Keep an eye out for the opportunity to send in questions and attend our Live Q&A session next month!
