Notes for the new user

System Requirements

Installation and Setup

Getting the basics

Call Management

Job Management

Post-Completion Management

Finished-Forms Interface

Other Functions

Review and Synopsis

Beginners Implementation Guide

Utilities

Printing from ServiceDesk

Setting up for electronic retrieval of messages from your answering service

Creating your Yellow Pages ad list

Technical Information

Your own custom ZIPS, City Abbreviations, and other Special Info

Miscellaneous Callsheet utilities

ItemLocate and Auto-Dial features

Handling supplementary information

Desk assignment and status options

Customer database from the Callsheet

Creating a Job/Sale

Create addresses with Auto-StreetFind

Callsheet numbering, saves, updates, and name interpretation

Callsheet navigation

Callsheet hibernation, and the Overdue Alarm

Auto-insertion of specialized text

Archiving Callsheets

Auto-Dialer setup

Caller-ID setup

MyCriteria

How to Manage Variable Service Call Rates

The Zone-Scheduler system

The web and email-based dispatch enablers

The ScheduleList form

The DispatchMap

Zone Setup

Service Power Configuration

Routing Optimization with GraphHopper

Tracking and depositing funds

The Work-In-Progress system

Stocked-Parts inventory

Tax Rates

Managing Special-Order parts

Email and SMS Templates, creating your own

Job Management

Recording sales, tabulating, etc.

Post-Completion Management

Finished forms

Electronic claims transmission

Managing Accounts Receivable

Finished-Forms Interface

Finished Form Graphics

The UnitInfo system

Red-flagging problem (or special) customers

Miscellaneous printing

Making reports

Making a Customer Mailing List

Finding various Customer Records

Customize Source of Business Survey

SD-Mail

Using the Samsung DispatchLink Program

Zips

The Settings form

The MainMenu

Security settings and passwords

SD-Tools

SD-Backup

Auto-Archive

A brief look into utilities

Spiffs

Rolodex

Importing fields into NARDA

Flowing Pipes

Data Exports

WagesEarned Report

Time Allocations (DTR) Report (Techs)

The Techs Revenue Report (Techs)

The Margin Analysis Report (Clients)

Techs Time On Job Report (Techs)

Result on Dispatches Report (Techs

Quality of Service Report (Clients)

Profitability Report

Percent of Completion Report (Techs)

Office Persons’ Productivity Report (Office)

CommissionsEarned Report

Callback/Recall-Rates, UnitInfo Method (Techs)

Callback/Recall-Rates, Key-Word Method (Techs)

AccountsReceivable Report

A general overview

Reports

SalesSummary Report

Using our DispatchLink Utilities

StreetList system

Splitting commissions on a job

Setting up each tech as his own parts center

Resolving possible Right-Click problems

Remote use and/or secondary offices

Interfacing with your system of Financial Accounting

How ServiceDesk interprets appointment notations

How ServiceDesk collects information for a Finished-Form Document

Focused Dispatching: a Solution for the Large Enterprise

DispatchMap

Customer database system

Compatible networking strategies within windows

Multiple Office Setup

Automating customer communication

Reasons for Non-Use Configuration

Part Credit Accounting

Auto Pricing

Point-of-Sale operations

Shopping cart info-files

Quiescing

Point of Sale upgrade