ServiceDesk

Everything on how to use our main product, ServiceDesk.
Help center
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ServiceDesk
A beginning acquaintance tour
A brief look into utilities
A general overview
AccountsReceivable Report
Archiving Callsheets
Auto Pricing
Auto-Archive
Auto-Dialer setup
Auto-insertion of specialized text
Automating customer communication
Callback/Recall-Rates, Key-Word Method (Techs)
Callback/Recall-Rates, UnitInfo Method (Techs)
Caller-ID setup
Callsheet hibernation, and the Overdue Alarm
Callsheet navigation
Callsheet numbering, saves, updates, and name interpretation
CommissionsEarned Report
Compatible networking strategies within windows
Create addresses with Auto-StreetFind
Creating a Job/Sale
Customer database from the Callsheet
Customer database system
Customize Source of Business Survey
Data Exports
Desk assignment and status options
Detailed Product Overview
DispatchMap
Electronic claims transmission
Email and SMS Templates, creating your own
Finding various Customer Records
Finished Form Graphics
Finished forms
Finished-Forms Interface
Flowchart of a typical job sequence
Flowing Pipes
Focused Dispatching: a Solution for the Large Enterprise
General observations
Getting the basics
Handling supplementary information
How ServiceDesk collects information for a Finished-Form Document
How ServiceDesk interprets appointment notations
How for Canadian Users ServiceDesk Manages the PST/GST/HST Situation
How to Manage Variable Service Call Rates
Importing fields into NARDA
Installing ServiceDesk to a new station
Interfacing with your system of Financial Accounting
ItemLocate and Auto-Dial features
Job Management
Making a Customer Mailing List
Making it easy: visit an operating office
Making reports
Managing Accounts Receivable
Managing Special-Order parts
Miscellaneous Callsheet utilities
Miscellaneous printing
Multiple Office Setup
MyCriteria
Office Persons’ Productivity Report (Office)
Overview of a transition
Overview of a typical daily process
Overview of the structure
Part Credit Accounting
Percent of Completion Report (Techs)
Point of Sale upgrade
Post-Completion Management
Profitability Report
Quality of Service Report (Clients)
Quiescing
Reasons for Non-Use Configuration
Recording sales, tabulating, etc.
Red-flagging problem (or special) customers
Remote use and/or secondary offices
Reports
Resolving possible Right-Click problems
Result on Dispatches Report (Techs
Rolodex
Routing Optimization with GraphHopper
SD-Backup
SD-Mail
SD-Tools
SalesSummary Report
Security settings and passwords
Service Power Configuration
Setting up each tech as his own parts center
Shopping cart info-files
Spiffs
Splitting commissions on a job
Stocked-Parts inventory
StreetList system
Tax Rates
Techs Time On Job Report (Techs)
The DispatchMap
The MainMenu
The Margin Analysis Report (Clients)
The ScheduleList form
The Settings form
The Techs Revenue Report (Techs)
The UnitInfo system
The Work-In-Progress system
The Zone-Scheduler system

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Main Manual

1
Notes for the new user
2
System Requirements
3
Installation and Setup
4
Getting the basics
5
Call Management
7
Job Management
8
Post-Completion Management
9
Finished-Forms Interface
10
Other Functions
11
Review and Synopsis
12
Beginners Implementation Guide
13
Utilities
Appendix
14
Printing from ServiceDesk
15
Setting up for electronic retrieval of messages from your answering service
16
Creating your Yellow Pages ad list
17
Technical Information
18
Your own custom ZIPS, City Abbreviations, and other Special Info

Call Management

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

Schedule and Dispatch

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

Job Management

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

Post Completion

Recording sales, tabulating, etc.
Post-Completion Management
Finished forms
Electronic claims transmission
Managing Accounts Receivable

Finished Forms Interface

Finished-Forms Interface
Finished Form Graphics

Other Functions

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

Utilities

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

Reports

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

Technical

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

Parts

Reasons for Non-Use Configuration
Part Credit Accounting
Auto Pricing

Miscellaneous

Point-of-Sale operations
Shopping cart info-files
Quiescing
Point of Sale upgrade

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