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Smp dashboard v4

Date post: 15-Aug-2015
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SERVICE MANAGER PLUS Dashboard Instructional Slide Show Slide 1 of 4
Transcript

SERVICE MANAGER PLUS

DashboardInstructional Slide Show

Slide 1 of 4

The Dashboard shows all open work orders. Click on the date filter to only show work

orders for the selected date.

Mouse over to view a work order. Click to open the work order.

Select specific Service Providers to view only their

work orders on the map.

Slide 2 of 4

Print a route list by Service Provider or by Date range.

Note: Turn off pop up blocker in your browser

Click to Add a Work Order

Slide 3 of 4

Click here to connect back to QuickBooks. (Occasionally you get disconnected from your

QuickBooks for various reasons. When that happens you will be unable to sync with QuickBooks. This button is available only to the person that initially

signed up for Service Manager Plus. Graphical display of open work order by Job Type and Job Status.

Slide 4 of 4


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