Service Manager
💡These articles explain the Service Manager's settings, views, projects, reports, timekeeping and notifications, with tutorials for assets and production suggestions.
Articles
- Service Manager - Assets Tutorial: Shows how to set up Service Manager classes and categories for assets and how to complete an asset ticket.
- Service Manager - Edit View: Describes the Service Manager ticket edit view: its buttons, header fields, Actions button and Detail, Components, Project, Gantt and Profit / Loss tabs.
- 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 - Notifications: Describes the Service Manager status change notification and the daily internal and customer summaries sent from BOS Server.
- Service Manager - Production Suggestions Tutorial: Shows how to set up production suggestions so staff can log them from the Tracker app and you can follow them up as service tickets.
- 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 - Reports: Describes the Service Manager management reports: Component Summary, Project Summary, Activity, Sales Comparison and Customer Heat Map.
- Service Manager - Setup Tutorials: Shows how to give users access and set up the classes, statuses, responses, categories, Project Templates, Profit/Loss and lookup lists.
- Service Manager - Setups: Describes how to customise the Service Manager with classes, tags, statuses, responses, categories, project resources, Project Templates and profit and loss settings.
- Service Manager - Tickets Tutorial: Shows how to find, create and work on service tickets, notify subscribers, create and link transactions, copy tickets and update them in a batch.
- 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 - Timekeeping Tutorial: Shows how to start and stop timekeeping on general and project Service Manager tickets and show timekeeping hours on a ticket list.
- Service Manager Reference: Describes how the Service Manager supports CRM and project management, and lists its general, user and transaction settings.