Welcome To Service Manager
Getting Started
Minimum Requirements
Updates
Frequently Asked Questions
Business Functionality
Tips and Tricks
Working with Service Manager
Understanding Views
Mandatory Fields
Sorting
Searching and Filtering Lists
Using References
Using Go To Links
Using Copy To Excel
Working with Reports
Document Storage
Managing Notes
Managing Tasks
Managing Appointments
Setting up Service Manager
Setting Up Deliveries
How to: Create a Driver
How to: Create a Vehicle
How to: Create a New Route
How to: Set Delivery Days
How to: Register Delivery Dates
Setting Up Stock
How to: Create Categories
How to: Create Sub Categories
How to: Create a New Stock Item
Setting Up Invoicing
How to: Setup Nominal Codes
How to: Setup VAT Codes
How to: Set Email Settings
Sales
Managing Contractors
How to: Add a new Contractor, Site and agreement
How to: Add a new Customer, Site and agreement for a Contractor
How to: Add a new Agreement for a Contractor
How to amend a contractor
How to mark a Contractor in-active
How to: Price Increase a Contractor
Contractor Reports
Managing Customers
How to: Add a new Direct Customer, Site and Agreement
How To Add a new Site and Agreement for a Direct Customer
How to: Add a new Agreement for a Direct Customer
How to: Price Increase a Customer
How to: Change Contractor
How to: Update all Delivery Emails for a Customer
Customer Reports
Managing Sites
How to: Add a new agreement for an existing site
How to: Price Increase a Site
How to: Transfer a site
How to: View Service Receipts
How to Change Where a Service Receipt is Sent
How to: Export all sites
Site Reports
Managing Agreements
Understand the Agreement Lifecycle
Managing New Business
How to: Add a New Business Agreement
How to: Add Items to an Agreement
How to: Allocate New Business Items to Placements
How to: Remove an Item
How to: Move New Business Into Pending
How to: Reject a New Business Agreement
How to: Cancel a New Business Agreement
How to: Reinstate a Cancelled New Business Agreement
How to: Copy an Existing Agreement to New Business
Managing Pending Agreements
How to: Reject a Pending Agreement
How to: Mark an Agreement as Signed
How to: Make an Agreement Live
Managing Agreement Items
How to: Amend an Item
Managing Cancellations
How to: Cancel an Agreement
How to: Cancel an Item
How to: Collect a Cancelled item
How to: Complete a Cancellation
How to: Reschedule a Cancellation
How to: Undo a Cancellation
How to: View Cancelled Agreements
How to: View Cancelled Items for an Agreement
How to: Price Increase an Agreement
How to: Change Agreement Invoice Date
How to: Change Agreement Invoice Period
How to: Invoice an Agreement In Advance
How to: Request an E-Signature for an Agreement
Managing Sub Contractors
How to: Add a Sub-Contractor
How to: Add a Sub-Contracted Item
Managing Leads
How to: Add a Lead
How to: Add Items to a Lead
How to: Generate a Quote for a Lead
Deliveries
Scheduling
Understanding Delivery Periods
Understanding Placements
How to: Create a Site Schedule
How to: Allocate Items to a Route
How to: Amend a Site Schedule
How to: Delete a Site Schedule
How to: Create Placements
How to: Amend Placements
How to: Delete Placements
How to: Set a site's default placement
How to: Change the Delivery Order for a Site
How to: Move an Item to a different Placement
How to: See what items are Allocated to a Placement
Manifesting
Managing Manifests
How to: Create a Manifest
How to: Export Manifest To Csv
How to: Forecast a Manifest
Delivery Events
How to: Add an Installation
How to: Add a One off item
How to: Add a Site Revisit
How to: Add an Item Revisit
How to: Add a Collection
How to: Amend a Delivery Event
How to: Reschedule a Delivery Event
How to: Mark an Event as Completed
How to: Delete a Delivery Event
How to: Rename Event Types
How to: View Incomplete Events for a Site
Managing Held Items
How to: Hold a Placement Item
How to: Hold an Agreement Item
How to: Holding Deliveries For a Site
How to: Hold a Customer
How to: Hold a Contractor
Managing Delivery Issues
How to: Add a Site Issue
How to: View a Site Issue
How to: Delete a Site Issue
How to: Add an Item Issue
How to: View an Item Issue
How to: Delete an Item Issue
How to: Resolve Issues
How to: Add a Resolution Event for an Issue
How to: Add a Resolution Task for an Issue
How to: View a Site's Delivery Issue History
Delivery Reports
How to: View Manifest
How to: View Picking List
How to: View Van Loading List
How to: View Delivery Summary
How to: View Static Items
How to: View Delivery Advice Notes
How to: View Waste Transfers
How to: View Category Totals
How to: View Pre-Bookable Deliveries
How to: View Delivery Issues
How to: View Delivery Totals
How to: Export the Manifest
Managing Drivers
How to: Create a Driver
How to: Move Delivery Route to a Different Driver
How to: Setup a Driver for Service Manager Mobile
How to: Activate a Driver Mobile License
Managing Vehicles
How to: Create a Vehicle
How to: Require a Vehicle Check to be Completed
How to: Assign a Default Driver to a Vehicle
How to: Assign a Route to a Vehicle
How to: Mark a Vehicle as Inactive
Vehicle Checks
How to: View a Vehicle Check
How to: Email a Vehicle Check
Managing Depots
How to: Create a Depot
How to: Assign a Route to a Depot
Managing Routes
Understanding Route Types
How to: Create a New Route
How to Mark a Route as no Longer Used
How to: Change the Default Driver on a Route
How to: Change the Default Vehicle on a Route
How to: Change the Depot for a Route
Route Optimisation
How to: Set a Site's coordinates
How to: Set a Vehicle's max weight
How to: Set a Driver's home coordinates
How to: Set a Driver's start time
How to: Set a Depot's Coordinates
How to: Set a Route's start & end point
How to: Optimise a route
How to: Compare optimised route to the original
How to: Optimise a manifested delivery
Managing Waste Transfers
Waste Transfer Notes
How to: View driver waste totals
Pre-booking Sites
How to: Mark a Service as Pre-bookable
How to: Send Pre-booking emails
How to: Update Pre-booking email template
Invoicing
Understanding Invoicing
Understanding Invoice Periods
How to: Create an Invoice Run
How to: Export an Invoice Run
How to: Email an Invoice
How to: Print an Invoice
How to: Export an Invoice
How to: Forecast an Invoice Run
How to: Create a Pro-Rata Invoice
How to: Amend An Invoice
Invoice Groups
Understanding Invoice Groups
How to: Add an Invoice Group
How to: Amend an Invoice Group
How to: Delete an Invoice Group
How to: Add an Agreement to an Invoice Group
How to: Remove an Agreement from an Invoice Group
How to: Set the Master Agreement for an Invoice Group
Account Codes
Understanding Account Codes
How to: Add an Account Code
How to: Amend an Account Code
How to: Delete an Account Code
How to: Amend An Agreement's Account Code
Stock
How to: Create a New Stock Item
How to: Amend a Stock Item
How to: Delete a Stock Item
How to: Create Waste Codes
How to: Create Weights
How to: Replace a Stock Item
How to: Perform a Stock Take
How to: Import Stock
How to: View Where a Stock Item Is Used
How to: View Low Stock Items
Categories
Understanding Categories
How to: Create Categories
How to: Create Sub Categories
How to: View Sub Category Agreement Items
How to: View Sub Category Costs
How to: Move a Stock Item to a Different Sub Category
Suppliers
How to: Register New Suppliers
How to: Add Products for a Supplier
How to: Add Suppliers for a Stock Item
How to: Remove a Product from a Supplier
How to: Change Main Stock Supplier
Security
Users
How to: Add a user
How to: Amend a user
How to: Mark a user as inactive
How to: Change a user's password
How to: View a user's roles
How to: Assign a role to a user
How to: Remove a role from a user
Roles
How to: Assign a user to a role
How to: Remove a user from a role
How to: View permissions granted by a role
How to: View which users are in a role
Administration
Settings
General Settings
Invoice Settings
Delivery Settings
Routing Settings
Cost Settings
Email Settings
Reports
How to: Amend a Report Layout
How to: Restore a Report
Using the Report Designer
Emails
How to: Change email credentials
Data
Business Data
Accounting Data
Finance
Costs
Understanding Costs
Customer Profitability
Using Branch Codes and Cost Centers
How to: Add Sites to a Cost Center
How to: Remove Sites from a Cost Center
How to: Refresh Costs for a Cost Center
How to: Setup Sub Category Wash Costs
How to: Setup Stock Costs
How to: Run a Price Increase
How to: Export Invoices to Xero
How to: Integrate with Xero
How to: Export Invoices to Sage
Business Process Walkthroughs
Creating Your First Customer And Agreement
Creating And Emailing Your First Invoice
Creating a Manifest
Adding a Document to a Customer
Day to Day Delivery Operations
Service Manager - Mobile
Welcome To Service Manager Mobile
Getting Started
Minimum Requirements
Updates
Frequently Asked Questions
Tips and Tricks
How to: Navigate to a Site
Receipts
Service Receipts
Service Attempted Receipts
How to: Customise Service Receipt Emails
Managing Deliveries
Understanding Delivery Items
How to: Complete a Delivery
How to: Report a Site Issue
How to: Report an Item Issue
How to: Capture Photos
How to: Enter Consignment Number
Managing Delivery Events
How to: View Collections
How to: Sign for a Collection
How to: View Installs
How to: Sign for an Install
How to: View One-Offs
How to: Sign for a One-Off
Managing Drivers
How to: Create a Driver Login
How to: Reset Password
Managing Vehicles
How to: Perform a Vehicle Check
How to: View Van Loading
Portal