Learning Path: Service Manager Staff

💡This path lists the topics for staff who work in the Service Manager.

New to BOS Enterprise? Start with Learning Path: Every User.

1. Tickets

Service Manager Reference: Describes how the Service Manager supports CRM and project management, and lists its general, user and transaction settings.
Service Manager - List Views: Describes the Service Manager default list view and the Status and Projected boards, with their buttons, filters, search and fields.
Service Manager - Edit View: Describes the Service Manager ticket edit view: its buttons, header fields, Actions button and the Detail, Components, Project, Gantt and Profit / Loss tabs.

Service Manager - Projects: Describes how to manage projects in the Service Manager with the Project, Components and Gantt tabs and Data Pipelines for output.
Service Manager - Assets Tutorial: Shows how to set up Service Manager classes and categories for assets and how to complete an asset ticket.
Meter Data Reference: Describes the Meter Data module and its settings, how to set up Items for metered assets and how to add meter readings to Contract Billing invoices.

Service Manager - Timekeeping: Describes how timekeeping works with Service Manager tickets, with the list view, the Start / Stop button and the Detail, Timekeeping and Projects tabs.
Service Manager - Reports: Describes the Service Manager management reports: Component Summary, Project Summary, Activity, Sales Comparison and Customer Heat Map.
Unlock Ticket Profitability in BOS Enterprise Service Manager: Describes how to set up and use Profit and Loss per Service Ticket by linking costs and income so you can protect your margins.

Mobile App Service Manager: Describes the service ticket list, its menu options and the popup for recording travel and work time on a ticket.
Field Service (Tracker App): Describes the Tracker app Field Service screen, where service agents see their active transactions, start and stop timekeeping, and add notes and images.