In this blog post I will be going over the first steps I personally take when setting up a new ServiceMate account.You can follow your own path of course! But this is the way I choose to start. If you have signed up with ServiceMate and feel lost and confused, don’t worry, this blog is for you!
This may be obvious but a lot of users miss this. The first thing I do on ServiceMate is click “Settings” – “Company Setup”. Form here you can input all the basic information of you and your company such as, Company email, contact number, logo, company address and much more.
This will then show on you Invoices/quotes and any emails sent to customers.
Next I would go over the ‘System Management’ options and ignore ‘Email Management’ and “Language Definitions” as I like to play around with ServiceMate first before I edit these.
If you would like to edit these, feel free. The ‘Email Management‘ section is the standard email/footer sent to customers. In ‘Language Definitions‘ we have created default templates for SMS/Emails sent. Feel free to edit these.
If you have multiple admin staff or engineers you are going to want to add them to ServiceMate. This can be done by clicking ‘Settings – Users – New User‘
From here just input their information. The only information you really need is their full name, Email address (This will be their login), phone number and access level.
‘Access Level’ – If you are choosing an engineer access level, this would mean that the user only has access to certain aspects of ServiceMate. We will not delve into this but you can change the access level of each category to suit your business.
My next move would be to book a test job. This is beneficial as you can decide what information is needed and not needed of the standard ServiceMate template. Remember, ServiceMate is built to suit your business and is fully customisable.
So click “Book New Job” in the top right and input some test details.
Inputting the details is simple enough however, you find that some information must be involved and some may not. This is where the customisation comes in.
Run through the job booking process and write down what needs taking out and adding in, for example, you want the ‘Fault Details’ to be blank to book the job OR you may want the ‘Policy Number‘ to be mandatory before progressing.
Once you have done this and input the appropriate details, click ‘Continue To Job Card‘. ServiceMate will take you to the Job Card and here you can see all the details you have entered.
Here, click ‘Book Visit’ and choose the date, the engineer and if you would like to notify the customer via email/test. Once you book the visit you can action the job. As this is a test job, I would click ‘Action‘ and choose an outcome to see how ServiceMate works. Again making a note of all the forms you want removing/ adding.
The next blog will be going over ‘Form Builder‘ and how all the notes we have taken will come into play. For now I will leave you with a bit of information on payment.
When you action the job you will see at the bottom the ‘To Pay Today‘ sign, asking you for a payment method. Earlier we went through deciding which payment methods our business took, so here is a run down of each.
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That’s great and all, and we commend you for pushing through with it. Unfortunately we no longer offer support for IE; it hasn’t received a major update since 2015 and Microsoft are dropping support for it later in the year.
If you’re using Windows 10 and want to stick with a built in browser, please consider switching to Edge. Or, if you really want to enjoy the internet properly we strongly recommend downloading Google Chrome here.
