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1. 950 00 250 00 1 75 2 00 Total 29 99 10 00 525 99 Bathroom Shower 1 Bathroom Sho Baham Shower 1 Installation 00 PM Jeff Stevens Assigned WO Cleaning 216 3423423 Shower Head 1 70 00 70 00 May 15 2014 Team 1 tai 1 00PM Kyle Johnson Assigned 2343454756 Milwaukee Drill 200 00 200 00 WO Cleaning 618 234234 Screws 2 00 2 00 590 PM Mary Smith Assigned installation of Shower 100 00 100 00 WO Cleaning WE kardllaticn of Shower May 15 2014 Team 2 Bathroom Toilet 1 Bathroom Toilat 1 2400 PM c sutton Aonad Bathroom Toiket Installation Kit WO Fast Cleaning ji 4 95867324152 New Toilet 1 250 00 250 00 May 15 2014 Taam 4 434232 New Mat 1 25 00 25 00 10 00AM Jeff Stevens Assigned 234234 Screws 2 00 2 00 aisi 555 97462984 Small Wrench 18 00 18 00 May 15 2014 Team 5 1100 4M Bryan Fuller Assigned WO Cleaning 413 May 16 2014 Team 4 00 PM Jeff Stevens Assigned WO Cleaning 249 May 16 2014 Taam 5 Steal 1 101 73 0 AM Joe Billings Assigned lat Pauma Tax 50 11 WO Cleaning ro MARLIN Tota 1 161 84 1300 PM Kelly Walker Assigned zi 7 E bir Fi WO Cleaning amp 440 zi M Pas skEbch yae FeS From the Details Tab you will be able to view all of the products service kits as well as add new ones add price levels collect payment and view the total amount owed Table of Contents Equipment iPad F 2 1
2. Tasks Task You can change the status Write any notes for the task SEE PEN Due May 29 2014 12 25 PM Duration 120 minutes Contractor administrator Cleaning gn o E lask Table of Contents UserVoice UserVoice allows you to post an idea you have to improve the ServiceBridge experience for our customers contact us if you have any problems or questions and the feedback forum where you can read new feature suggestions other ServiceBridge users have posted esaeco ATAT F 2 46 PM i 61 NN eeeco ATAT F 2 46 PM e 7 61 W gt May 28 2014 Dashboard Close Feedback amp Support Q9 pai a Tasks Tasks Due Today 1 Feedback Forum Tasks Total 5 uservoicec 4 Time Cards i About ServiceBridge Updating All Jobs Page 2 receheed 100 From the Dashboard if you scroll down and select UserVoice it will take you to where you can post an idea contact us and read the new features others have suggested The feedback forum also allows you to vote on what others have suggested Table of Contents About ServiceBridge About ServiceBridge lets you access your Device ID Subscribe via App Store and Restore purchased subscription eseco ATAT 4 20 PM GM 49 NH gt May 28 2014 Dashboard Add New Estimate Daily Route Tasks Tasks Due Today 1 Tasks Total 5 Time Cards UserVoice A i About ServiceBridge Last update 3 38 PM Logout Table of Cont
3. Cancel Table of Contents g sacco ATAT gt 5 49 AM a J 23905 MEMI Forms Select Custom Form Plumbing Inspection Form wacooATART Job 40 Tuesday May 27 2014 4 00 AM Corey Sutton EST Bathroom Remodeling 5 sunday May 25 2014 6 00AM Corey Sutton Assigned WO Broke Fipe Fix 39 Saturday May 24 2014 5 00 AM Corey Sutton Assigned WO New Shower 38 Friday May 23 2014 7 00 AM Corey Sutton Assigned 7 30 AM WO Toilet Installation HaT Thursday May 15 2014 10 00 AM Corey Sutton Assigned WO Fast Cleaning 735 Tuesday May 13 2014 8 50 AM History 93 Mi 12 00PM Corey Sutton Assigned WO New Bathroom 616 Details Tab From the details tab you can view and add services products and kits as well as the quantity and price for each item You can also scan a barcode select price levels and collect payments from the details tab saco ATAT 2 17 PM a 67 NN Back Job 40 3424234 5 ft Pipe 1 8 00 Services Cleaning of Pipes 1 23 00 Cleaning of Pipes 3ubtotal 31 00 Collect Payment Total 31 50 From the Details Tab you can view the products services and or kits that are selected for each job You can also 1 Adda new product service or kit 2 Add a Price Level 3 Collect Payment Table of Contents 1 esecoATAT F 2 15 PM Gf 2 esecoATAT F 2 15 PM a 7 67055 Job 40 Job 40 Job 40 Select Price Leve
4. 79 END New Jobs New Job Cancel New Job Save Start Date Time Job Summary Bathroom Remodeling Estimated Duration 0h 0 min Summary Customer Campaign Frequency Single Visit QIWIEIRITIY UI LT T OJP AJSIDIFIGIHIJIKIL ZIXICIVIBINIM w E v3 8 space return taanaral 4 Customer select the customer who this job will be done for or add a new customer eaecoATAT gt 12 27 PM 66 NN saeco ATAT F 12 28 PM E 67 m New Jobs New Job Back Customer Search C Start Date Time mar k lt l Estimated Duration 0 h 0 min Mallory Marksteiner Home 6623 S Harmon Summary Mark Brooks Primary 1868 Brookdale Ad NNN Mary Smith Primary 2344 Birchwood St Campaign Frequency Single Visit QIWIEIRITIYIUIITOIP A SDF GHJKL ZX GV BN M i EE ES 123 6B space return General Type the first three letters of a customer or press in the top right to enter a new customer Table of Contents 5 Address select the address of the new job or add a new address eseco ATAT F 3 02 PM 74 Bo sasn ATAT F 12 29 PM 67 AN New Jobs New Job New Job Select Address rr Mark Brooks 4 Home Sines 3453 W Jefferson Ave Lisle IL 60532 1868 Brookdale Rd Map it 7 Naperville IL 60563 Contact Mark Brooks 4 Customer Custom Fields Customer Motes Location Motes Default Equip Campaign F
5. iom m g oa Notes tsanaral Ligns Eaguipmarnt Work Table of Contents Description Winning Losing an Estimate If you assign the estimate to yourself it will be displayed in your Jobs Due Today and Estimate Tota in your ServiceBridge app Also if an Estimate is assigned to you from ServiceCEO you will be allowed to win lose the estimate Win Lose From your dashboard you can view your estimates in the Jobs Due Today or the Estimates Total Tab Table of Contents esoo ATAT 7 2 44 PM a 7 88 NES May 22 2014 Dashboard Supervisor Role Jobs Due Today d 2 Jobs Total 38 Add New Job Add New Estimate Daily Route Tasks B Tasks Total 4 d Last update 2 01 PM Logout saeco ATAT F 2 44 PM i f RR NUS Active Jobs Estimate 19 Print 1 Find the Estimate you ssec ATAT 2 44 PM 7 36 ENDS Dashboard Active Jobs Status Assigned Thursday May 22 2014 Arrival 5 50 PM Duration 0 5h Summary New Estimate EST New Estimate Duration Q 5h tal 50 Bob Darrel Home 1234 Stonegate Rd Naperville IL 60540 Contact Bob Darrell Home 630 334 3433 2 Click on Won Lost Estimate 8 amp Z Genaral Details Equipmant Mates Mora 3 Won Estimate 4 Lost Estimate Table of Contents Once you click Won Estimate or Lost Estimate it will ask you to enter two things 5 Give a Reason for the Win or Loss 6 Write any Notes
6. 1 100 PM Kyle Johnson Assigned Wo Cleaning 615 00 PM Mary Smith Assigned WO Cleaning 640 May 15 2014 Team 2 300 PM Corey Sutton Assignad WO Fast Cleaning 4735 May 15 2074 Taam 4 120 AM Jed Stevens Assigned Wi Cleaning FS May 15 2014 Team 5 7120AM Bryan Fuller Assignad WO Cleaning 413 May 16 2014 Team 4 S00 PM Jeff Stevens Assigned Wo Cleaning 345 May 16 2014 Taam 5 me Wo Clan ns WO Cleaning 250 Corey Sutton 1 00 PM Kelly Walker Assigned OO cm 9 E E Hf WO Cleaning e449 V DU e veral Deta nt Moles Pic oketcl Firics 5 ETE From the Signature Tab you are able to capture the customers signature You can click New Signature in the top right hand corner which will open up a black screen where you can draw the signature After you draw the signature it can ask you to write down the customers name for verification Table of Contents Fields iPad 1241 PM rote Hi Dashboard Supervisor Role Filter Job 616 004M Kyle Johnson Assignad WO New Sink 7A Job Completed Ys May 13 2014 Team 5 130 PM Kelly Walker Assigned Mew Equipment Installed Yes WO Cleaning 439 MPM Corey Sutton Assigned WO New Bathroom W616 May 14 2014 Tear 1 11 00AM David Breighner Assigned WO Cleaning 404 May 14 2014 Taam 3 0 AM doe Billings Assigned WO Cleaning 249 May 14 2014 Team 4 SOO PM Jeff Stevens Assigned WO Cleaning 2
7. Job Daily Route Tasks Tasks Due Today Tasks Total ag Last update 452 PM 10076 MENM Dashboard 28 Logout A new window will pop up asking you to fill out the information for the new job i Start Date and Time enter the date and time of the New Job soco ATAT 1 54 PM BBoc MEME eee ATAT F 12 27 PM 68 NN Back New Estimate Start Date Time Estimated Duration 0h 0 min Summary Customer Campaign Cancel New Estimate Save Start Date and Time May 30 2014 12 27 PM Today 12 27 PM 2 Estimated Duration enter how long the job is estimated to take esoco ATAT F 1 54 PM Back New Estimate Start Date Time 5 MEM seco ATAT F 1 54 PM a 75 HH Cancel New Estimate Estimated Duration Q h 0 min Summary Customer Campaign hours 1 min Table of Contents 3 Summary enter the job summary or what will be done for this job sacco ATAT 1 54 PM m 55 MEN eco ATAT F 2 18 PM 79 Back New Estimate Cancel New Job Save Job Summary Start Date Time Bathroom Hemodeling Estimated Duration 0h 0 min Customer Campaign QIWIEIRITIYIUIITOIP AS DF GHJ KL Z AXC V N M i BB e E 123 space return 4 Customer select the customer who this job will be done for or add a new customer waccoATART F 1 54 PM 58 ANE sreco ATAT F 12 28 PM oro t Back New Estimate lt ew Estima Back Custom
8. Naperville IL 60540 asecco ATAT 4 06 PM T 74 NE New Job Primary Contact Mary Smith 4 Home 312 243 5254 4 E mail msmith servicebridge com Customer Custom Fields Customer Notes Location Notes Default Equip Campaign Radio Ad 103 5 Submit 10 Campaign lets you select the marketing campaign used for this job asecoATART m 2 09 PM amp 87 MN Back New Estimate sacco ATAT 4 19 PM G 80 E New Job Select Campaign Primary Newspaper Ad v 2344 Birchwood St Map it A Naperville IL 60540 Radio Ad 103 5 Contact Mary Smith 4 Yellow Pages Local Home 312 243 5254 4 E mail msmith amp servicebridge com Customer Custam Fields Customer Notes Location Notes Default Equip Submit Table of Contents Submitting the Estimate Once you fill out all the information you can submit the estimate to either assign it to yourself or send to the office saeco ATAT F 2 09 PM E 87 m Back New Estimate Primary 2344 Birchwood St 4 Naperville IL 60540 Contact Mary Smith E Home 312 243 5254 E mail msmith servicebridge com submit New Estimate Customer Custom Fields Assign ta Me assign estimate to your team to view and edit on your mobile device later Customer Mates Send to Office send to office for review and Location Notes further team assignment Default Equip Assign to Me Campaign Radio Ad 103 5 Send to Office
9. fissis EE 43 Scone a en ESE E 0 TE 44 Submitting the EstiMate sssssseesereseressesssessressressesseereressressesseessrnesseesereseressesseessresereseseseeesreseeesseresee 50 Winning Losing an Estimate PE eLA E Lo Eom 51 dite c EL Tm 51 Daily Route Bcsi oti RN mm 54 EE ditt ict 54 Time Cards Baisa i E 56 ees AMBIANCE Omm 56 Bete VRE Me TTE 58 AGG New TINE BOCE srera aone scammenenensacencacueoanneinanien cetsecse 59 E T GE e E 60 Viewing and Printing Time 0 7207277 7 72 m 61 iPad Views ES access ccs sss ace scsi since 62 PROMIS EE OEN EAE EA E EE A E EE E A E EN 63 Podne a ob EERE Tm 72 Table of Contents About ServiceBridge ServiceBridge extends the capabilities of the field service management and accounting software into the field to fulfill the vital needs of a modern day service company Business owners can now spend more time growing their businesses and less time managing them with features that automate work order distribution map job locations and provide driving directions enable access to pricing schedules simplify the process of storing and collecting photos and signatures and allow the creation of new work orders Companies in the United States Canada United Kingdom and Australia use ServiceBridge as a part of their day to day business operations Our customer base consists of busines
10. manage team performance while still working in the field The feature allows supervisors to view multiple team schedules 7 days back and 30 days in advance Supervisors can reschedule jobs or reassign work orders to other teams Operation managers can administer which teams the supervisor has access to Work order status is displayed in the supervisor job list to provide a summary of daily or weekly job performance Supervisor Role allows you to make any changes you wish to your jobs while you are in the field You don t have to be at a computer with ServiceCEO open to make these changes Once a change is made with Supervisor Role it is submitted and synced with ServiceCEO Enabling Supervisor Role To enable Supervisor Role for your device you will need tolog in to the Service Portal on your web browser w LL I 7 ABOUTUS 4 BLOG E CONTACTUS SUPPORT amp MY SERVICE PORTAL LOGOUT LJ 4 E Mobilize your team Job Photos Job Documents Knowledge Base Geo Tracking Status Active Overview DEVICES f DEVICE NAME ASSIGNED TO STATUS Devices ee phone 1 Team 1 Q Active x Users Android 1 Team 2 e Actwe Edt Employees C ms Q Active eat amp Settings ue cmm Q Actne e o Enter Device Name oO onse D db c 1 Goto Account Summary 2 Devices 3 Select the device you want to Edit Table of Contents After you click Edit a window will pop up with the Device Settings You need to scroll down until you see Supervisor Role C
11. offers you to take pictures draw sketches see past documents from the customer take a signature and custom fields secco ATAT 8 50 AM T 7 9395 Mb LLL From the More Tab you can perform many important tasks such as Pics allows you to take before after private and recommendation pictures Sketch allows you to draw a sketch and saves it as a picture Docs allows you to view previous work orders from the customer Signature allows you to get a signature of the customer Fields allows you to fill out your custom fields that you have poe ew Table of Contents Pics lets you take before the job pictures after the job pictures private pictures that only you and your company will be able to view and recommendation pictures that you can show the customer to recommend a future job eseco ATAT F 10 37 AM 82 END Active Jobs Estimate 24 Before Mark The capture button lets you take a picture or choose from your photo album to insert into the before after private or recommendation tab Along with adding and taking pictures you can write a brief note next to the picture if you would like to note anything to the customer or your company from the private tab Table of Contents Sketch is a place where you can draw anything you need by hand instead of taking a picture Once you have completed your drawing it will capture it and save it as a picture saco ATAT 11 00 AM 79 m Acti
12. the name To add a new one just click New Customer Table of Contents If you click New Customer you will be able to add a new one to your database It will ask you to enter all of the information about the new customer like customer type company name location zone tax codes etc Table of Contents 5 Addthe campaign if there was one or the marketing strategy used to get the client Table of Contents 6 Frequency lets you select how often the visit will be done You can select from a single visit daily weekly monthly annually or custom Table of Contents
13. you were doing Table of Contents Submitting Time Cards When all time card values are correct tap on Submit Time Cards button to generate a professional report with embedded signature and email it to the supervisor Custom report templates can be customized based on your needs Contact us for more information on customization eaoco ATAT 3 14 PM 74 NEN ecco ATAT 3 14 PM 74 Dashboard Time Cards Bob Stevens Employee Bob Stevens Time Cards Monday May 19 2014 gt Tuesday May 20 2014 gt Wednesday May 21 2014 gt Thursday May 22 2014 gt Friday May 23 2014 gt saturday May 24 2014 gt sunday May 25 2014 gt 7 Last update 510 PM Submit Time Cards Cancel Capture and Submit Clear Once you click Submit Time Cards and you capture and submit the signature it will tell you that your time card report was successfully saved Time card report was successfully sent OK Table of Contents Viewing and Printing the Time Card Report After you submit the time cards you will be able to view the time card report and be able to print it as a document secco ATAT F 11 59 AM 8496 ENDO Dashboard Time Cards Print Employee Dale Suter Time Cards Monday Jun 2 2014 Tuesday Jun 3 2014 Wednesday Jun 4 2014 Thursday Jun 5 2014 Friday Jun 6 2014 saturday Jun 7 2014 sunday Jun 8 2014 C Last update 11 52 AM Submit Time Cards In the report you are able to view the date in and ou
14. 0 2014 Estimates Total 1 00 PM Jim Beam Assigned EST Bathroom estimate Hod Add New Job Wednesday June 4 2014 Add New Estimate 12 00 PM Joe Billings Assigned Daily Route EST New Pipes 8 Tuesday June 10 2014 Tasks 12 00PM Kelly Walker Assigned EST Bathroom Remodeling 9 Tasks Total 4 Saturday June 14 2014 3 00PM Kyle Johnson Assigned Time Cards EST Bathroom Remodeling T v TOME Logout Monday June 16 2014 ai AM Adare Smith Accinnarl In All Estimates you can view and click on each Estimate for more detail and see what was done or what will need to be done Table of Contents Tasks Tasks can be added through each job or estimate Once a task is created it will show up in tasks and will need to be changed to completed for it to go away Tasks can also be created through ServiceCEO seaca ATAT F 4 20 PM eeeco ATAT 4 20 PM 72 Hi June 3 2014 Dashbaand Dashboard All Tasks Lt MUU Wer GUILD I Thursday May 29 2014 Add New Estimate 1 andi Deed administrator Saturday May 31 2014 12 25PM Cleaning administrator Daily Route Tasks Monday June 2 2014 5 12 25PM Cleaning z Tasks Total e l administrator Wednesday June 4 2014 12 25PM Cleaning administrator Time Cards Friday June 6 2014 gel UserVoice 12 25PM Cleaning administrator i About ServiceBridge Last update 4 06 PM Logout eeeoo ATAT 4 20 PM i 72 EM
15. 15 May 15 2074 Team 1 1200 PM Kyle Johnson Assigned Wo Cleaning 615 500 PM Mary Smith Assigned WO Cleaning 640 May 15 2014 Team 2 00 PM Corey Sutton Assigned WO Fast Cleaning 8735 May 15 2074 Taam 4 1200 AM Jett Stevens Agsigned WO Cleaning 8551 May 15 2014 Team 5 17120AM Bryan Fuller Assignad WO Cleaning 413 May 16 20714 Team 4 S00 PM Jeff Stevens Assigned Wo Cleaning e344 May 16 2014 Taam 5 0 AM Joe Billings Assigned WO Cleaning 250 1300 PM Kelly Walker Assigned oo cu zi 7 E WO Cleaning Kid M Da er ees Ee Details Eupen Notes Pics Sketci From the Fields Tab you can customize any additional information you want to add for the job from ServiceCEO Once you add these questions or information it can show up in the fields tab Table of Contents Adding a Job or Estimate Once you click Add New Job or Add New Estimate it will take you to a window to enter all of the information 1 First you add the Start Date and Time Save Start Date and Time Jun 10 2014 1 50 PM r Sat Jun 7 160 Sun Jun 11 Mon Jun 9 12 Wed Jun 11 2 Thu Jun 12 3 zd Fri jum d geen EN e er aa E Cena T able or Contents 2 Enter the Estimated duration of the job estimate 3 Enter the job summary or what the job name is PO ee ge Id usd T CONTENTS 4 Search for the customer or add a new one To search for an existing one simply enter the first 3 letters of
16. 2014 Dashboard vy Dally Houte Tasks Tasks Due Today 1 Tasks Total 4 Time Cards crt UserVoice i About ServiceBridge us Last update 3 05 PM Logout Table of Contents Choose the Time Card which you want to edit steoc ATAT F 3 11 PM 7595 MEN oco ATAT F 3 11 PM 75 AE 4 Dashboard Time Cards lt Back Employee 1 Employee Bob Stevens v Bob Stevens Dale Suter Monday May 19 2014 Tuesday May 20 2014 Wednesday May 21 2014 Thursday May 22 2014 Friday May 23 2014 saturday May 24 2014 Sunday May 25 2014 Last update 3 10PM Submit Time Cards 1 Tap onthe employee and it will let you choose the team members time cards 2 The time cards are available Monday through Sunday for the ongoing week Tap on a day you wish to see the time card information for saori ATAT F 2 71 PM i 75 lt Back Bob Stevens T Wednesday May 21 2014 8 00 AM On Clock 5 00 PM 8 00 AM Travel 11 00 AM 11 00AM Job 12 00 PM Charlie Wang 430 New Bathroom Pipes 12 00 PM Travel 5 00 PM 12 04PM Job 12 09 PM Kyle Johnson 8619 Cleaning 12 25 PM Task 8 25 PM Cleaning Process Table of Contents Edit Time Block Time block values can also be edited Tap on a time block your want to edit and detailed time block information will appear on the right tacco ATAT F 3 11 PM E 75 EN secco ATAT F 3 11 PM Back Bob Stevens lt Back Bob Stevens Wednesday May 21 2014 8 00
17. 234 343 4565 E mail csutton amp servicebridge com Sales Rep Walter White Job Members Walter White Saul Goodman Customer Custom Fields Customer Notes Location Motes Default Equip Editor administrator Knowledge Assets Job Tasks stom Forms nm Sm E iam L E T et 1 no ML Er 5 Eguprrent Notes Fac Not Changing BN From the General Tab you will be able to view all of the information about the job including Status Time Summary the customer and their information customer custom fields customer notes location notes knowledge assets job tasks job custom forms and history Table of Contents Details iPad F 4 Dashboard Supervisor Role Filter Products 23453452345 New Mat 2 Assignad 478 234213 10 ft Pipe 223432 Thick PVC Piping May 13 2014 Team 1 004M Kyle Johnson VO New Sink May 13 2014 Team 5 sla brea opos Assigned 836193719 New Sink 1 WO Cleaning 438 8756453 Wood 234234 Screws May 14 2014 Team 1 11 20AM David Breighner Services Inspection of Bathroom Pipes rapectian ol Bathroom Pipes Installation of bathroom pipes iretallation af Baham Pipa Installation of Bathroom Sink Iratallation af Bathroom Sink Assigned WO Cleaning i404 May 14 20714 Team 3 0 AM doe Billings Aasigned WoO Cleaning 249 May 14 2014 Team 4 350 00 315 00 50 00 s250 00 1 75 2 00 Pria 29 98 20 00 25 99
18. 55 AM F e ae ed In your all jobs tab if you click Filter in the top right corner you can filter what you will see a 100 E Dashboard Logout sasoca ATAT F 11 17 AM All Jobs Assigned Cancel In Progress Finished Suspended 11 00 AM eseco ATAT F 11 17 AM 10095 Hi Dashboard All Jobs 9 00 AM Kyle Johnson WO New Sink Duration 0 5h Assigned 78 Total 305 53 Wednesday May 14 2014 David Breighner WO Cleaning Duration 0 5h Total 20 70 Duration 0 5h Total 20 70 Thursday May 15 2014 Assigned R464 1 00 PM Kyle Johnson Assigned WO Cleaning 618 Duration 1h Total 96 53 5 00PM Mary Smith Assigned WO Cleaning 640 Duration 0 5h Total 23 00 Duration 1 5h Total 119 53 Saturday May 17 2014 8 36 AM aft Gtovens Duration 2 2h Accinnert Total 996 45 amp 7 100 MEME Save You can select from Assigned In Progress Finished or Suspended jobs that will be visible Table of Contents Estimates Total In Estimates Total you are able to view all of the Estimates that you have from the past present and future saco ATAT F 12 09 PM Tr 94 EID escoa ATAT cU 12 02 PM T 95 EN May 28 2014 Dashboard Dashboard All Estimates Jobs Due Today 7 2 00PM Jim Brown In Progress ol EST Bathroom Estimate 22 Jobs Finished L 5 20PM Mark Brooks Assigned EST Estimat 23 Jobs Total 48 teal r Friday May 3
19. 63 Customer Custom Fields Customer Notes Location Notes Default Equip Campaign Frequency ngle Visit Submit OO eH oo 2S a Caineiral Lil mals Exuipmuarl hk ges Wart Submitting the Job emocoATRT F 4 27 PM G 83 E Mew Job Frequency Frequency Single Visit 0000 ATAT F 4 27 PM G 8396 HD Frequency Frequency type Single Visit v Daily Weekly Monthly Annually Custom Once you fill out all the information you can submit the job to either assign it to yourself or send to the office sasni ATAT gt 3 02 PM i 74 New Jobs New Job Mark Brooks 4 Primary 1868 Brookdale Pa 4 Naperville IL 60563 Gontact Mark Brooks 4 Customer Custom Fields Customer Notes Location Notes Default Equip Campaign Frequency Single Visit 8 4 z Mots A isenaral Liginss Eaulpmant Table of Contents Submit New Job Assign to Me assign job to your team to view and edit on your mobile device later send to office for review and further team assignment Assign Add a New Estimate Description Add a New Estimate feature allows technicians to create an in the ServiceBridge app Technicians can select Start Date Time Estimated Duration Summary Customer and Campaign Also technicians can add products services and kits as well as capture photos and signature When a new estimate is created and submitted the dispatch is notified by a
20. 7 PM Mot Changing Dashboard Supervisor Role Filter Job 616 May 13 2014 Tear 1 Status Substatus 2 00AM Kyle Johnson Assigned 5847372 mm WO New Sink 878 Now Mat 2 5486868646 installed Hona May 13 2014 Team 5 S7BhTETS 1 00 FM Kelly Walker Aasigned Thick PVC Piping PVC installed We Cleaning jag 44508 Now Toilet 1 435366 installed r a ETA May 14 2014 Team 1 11 0 AM David Breighner Assigned WO Cleaning 404 May 14 20714 Taam 3 0 AM doe Billings Assigned WO Cleaning 249 May 14 2014 Team 4 SOO PM Jeff Stevens Assignad WO Cleaning 215 May 15 2074 Team 1 1200 PM Kyle Johnson Assigned Wo Cleaning 615 540 PM Mary Smith Assigned WO Cleaning 640 May 15 2014 Team 2 00 PM Corey Sutton Assigned WO Fast Cleaning 1735 May 15 2074 Taam 4 1200 AM Jett Stevens Assigned WO Cleaning 755 May 15 2014 Team 5 TIAI AM Bryan Fuller Assigned WO Cleaning 413 S00 PM Jeff Stevens Assigned Wo Cleaning i148 May 16 2014 Taam 5 00 AM Joe Billings Assigned WO Cleaning 250 1300 PM Kelly Walker Assignad Pm oOo M 7 Dn Fi WO Cleaning amp 440 Do ES zi X l et I ich Sgae The Equipment Tab lets you view and install equipment as well as edit the information about the installed equipment Table of Contents Notes iPad E 8 28 AM 7550 Dashboard Supervisor Role Filter May 13 20714 Team 1 S000 AM Kyle Johnson As
21. 8 Brookdale Rd Map it 4 a Naperville IL 60563 Contact Mark Brooks A Customer Custom Fields Customer Motes Location Motes Default Equip Campaign Frequency Single Visit Submit LL LILI B Table of Contents J Location Notes lets you write notes about the location for the work order and private aseco ATAT 3 02 PM 74 Bi saeco ATAT 4 06 PM E 74 EE New Jobs New Job New Job Primary Mark Brooks 4 Work Order Privata Primary 1868 Brookdale Rd ETCIM 4 Naperville IL 60563 Gontact Mark Brooks 4 Customer Custom Fields Customer Notes Location Notes Default Equip Campaign Frequency Single Visit Submit e amp 10 Campaign lets you select the marketing campaign used for this job waecoATAT 3 02 PM a 74 AN sacco ATAT 4 19 PM T 80 E New Jobs New Job New Job Select Campaign Mark Brook i penina i Newspaper Ad v Primary 1868 Brookdale Rd 4 Radio Ad 103 5 Naperville IL 60563 ids Yellow Pages Local Contact Mark Brooks 4 Customer Custom Fields Customer Motes Location Motes Default Equip Frequency Single Visit Submit 0 s Table of Contents 11 Frequency lets you select the frequency of the visit daily weekly monthly etc seeno ATAT F 3 02 PM 295 New Jobs New Job Mark Brooks 4 ENG Contact Mark Brooks 4 Primary 1868 Brookdale Rd Naperville IL 605
22. AM On Clock 1 Time Start 11 00 AM 5 00 PM l 2 Time End 12 00 PM 8 00 AM Travel idis 3 Role General Job 4 Charlie Wang 30 New A Time Gode Jab Bathroom Pipes 12 00 PM Travel 5 Description 5 00 PM Charlie Wang 30 New 12 04 PM Job 12 09 PM Kyle Johnson 619 Cleaning 12 25 PM Task 2 25 PM Cleaning Bathroom Pipes Process 1 Time Start Edit the start of the time 2 Time End Edit when you finished 3 Role What kind of role was assigned 4 Time Code Choose a time code 5 Description Description of what you were doing Table of Contents i 7590 Add New Time Block To create a new time block click on the sign and additional input fields will appear on the right Fill the fields out and click save soco ATAT m 3 13 PM E 74 E OR toco ATAT F 3 13 PM i 75 NN Back Bob Stevens Cancel Bob Stevens Save Wednesday May 21 2014 8 00AM On Clock lTimeStart 2 25 PM gt 5 00 PM 2 Time End 2 55 PM gt 8 00 AM Travel edis 3 Role General gt 11 00AM Job 12 00 PM Charlie Wang 30 New 4 Time Code Available gt Bathroom Pipes 12 00 PM Travel B Description 5 00 PM 12 04 PM Job 12 08 PM Kyle Johnson 619 Cleaning 12 25 PM Task 2 25 PM Cleaning 1 Time Start Edit the start of the time 2 Time End Edit when you finished 3 Role What kind of role was assigned 4 Time Code Choose a time code 5 Description Description of what
23. ANCEL 1 Click Enable Supervisor Role Enable Supervisor Role Select Teams Select all Deselect all WwW Team 1 Team 2 Team 3 Team 4 Team 5 2 And select which teams Supervisor Role will be allowed to see and change 3 Click Save Accessing Supervisor Role View Once Supervisor Role is enabled from your Service Portal you will be able to view the feature from your mobile app Open up you dashboard and it will be the first thing on the top emecoATART 75 B 48 AM amp f 9055 i May 29 2014 Dashboard Supervisor Role P Jobs Jobs Total 48 Estimates Total 8 Add New Job Add New Estimate iQ Daily Houte Tasks Tasks Due Today 1 Tasks Total 5 Table of Contents saeco ATAT o1 B 48 AM a f 2055 NEM Dashboard Supervisor Role May 27 2014 Team 1 10 35 AM Bob Darrel Assigned WO new job 8783 May 27 2014 Team 3 9 00 AM Bryan Fuller Assigned WO Cleaning 8147 5 00 PM Mary Smith Assigned WO Cleaning 643 May 27 2014 Team 4 3 24PM David Breighner In Progress WO New Toilet 45 May 28 2014 Team 1 Once you open up supervisor role you can click Filter on the top right hand corner to filter what teams dates or jobs you wish to see sseco ATAT gt 8 49 AM 799 a eeo0o ATAT gt 8 49 AM 799 EMI Cancel Supervisor Role Save Cancel Supervisor Role Save DATE RANGE SUBSTATUS From May 27 2014 Assigned wt To Jun 5 2014 InProgress
24. EVICES peces M so e J Subscription Q c eat Q Usore Android 1 Team 2 Q Active et Employees fom 4 Q Acne ee amp Settings ie Q c e Q Enter Device Name noo E za mon db Chicago Web Design by Devaridge 1 Click on Account Summary 2 Devices 3 Edit EDIT DEVICE DETAILS 9 Team O Employee Sales Rep Team 1 E fi 2 Where to find Enter the Device name Enter the Device ID the exact same way it shows Including dashes Assign the Team that will be using this device Enter a Pin so the team can log into the app m ege x Once all the information is put in and the device settings selected click save and your device will now be synced to the ServiceBridge portal Table of Contents Signing in using the PIN After you connect your device with the Device ID you will open up the app and it will ask you to enter the PIN number that you assigned for that device eaoco ATAT B 02 AM a f 2395 MEM SERVICEBRiDGE Please enter your pin Loir cir cin Sign in ABL DEF GHI JKL MNO PORS TUW WAYE Enter the PIN and click Sign In Once signed in your ServiceBridge app will open up your Dashboard where you can begin adding jobs estimates and all of the other features of the ServiceBridge application Table of Contents The Basics Dashboard Overview After signing in to your ServiceBridge app you will see what is called the Dashboard From the Dashboard you can begin us
25. SERVICEBRIDGE Mobilize your team iOS User Manual Table of Contents About ServiceBridge Getting Started Wt necp I TO 5 Lacaune he Devica D 6 Connecting the Mobile device to the ServiceBridge App essere 6 D WIBOESSU E P E N E E E 8 The Basics Dashboard Ove EW AU 9 lons Due Ut CEST 10 Eo N E E E E E E T E R E EEE E E 11 EEA aE A TO m 12 in Nec E E E E E E E A A E A E N A A 13 SE e E E E E 14 E ONE AAEN IAE A 15 E E E ane dee eee cigs oe oes E eae eects cee 16 About FG civ E LR 17 EES E TNT 18 Supervisor Role e TQ TL E E E E E E E E 19 S cbddade COBRE TONO 19 Accessing Supervisor Role VICW cscccsssscesssscesssecessecesseeeesseeeesssecesseeeesseecesseecessnecessseees senses ease tn auis 20 Making Changes iara NL 22 RuCUOADD Te 25 SOUIPPuSUEECST ETT mmm m 27 ECCE 28 Table of Contents pius O c i v 29 Add a New Job Badaia AR N EE 35 duevdicRefvoERiAl 35 a l2 l NU mom 36 SU ASESOR 42 Add a New Estimate Rime csl MEE mm 43 Allowing
26. X Table of Contents seoa ATAT F 12 41 PM 7 72 W Route C gory HO Springbrook Praine Forest Preserve You can click on a specific job and it will show you a box with minor details like the job number date and the time Or you can click on the box to open up more options eecoo ATAT F 12 12 PM 7 76 DD Cancel Route Kyle Johnson Job 690 5 20 14 12 11 PM Job 350 Show Details Route To Google Tosnst f le i dtm o 4 You can click Show Details which will take you to general details of the job or 5 Route To which will open up your navigation so you can navigate to that job eecoo ATAT gt 12 13 PM GT 76 MN 601 773 W 5th Ave Clear 45 min 30 5 miles I 290 w Start This route requires tolls YWYGUAKECUGT Table of Contents Time Cards Description Time card functionality allows access to the time card information in ServiceCEO database from the app Technician can edit time blocks that are automatically created based on his schedule or add additional ones All information is synced with ServiceCEO in real time Accessing Time Cards Open ServiceBridge application Tap on the Time Cards button available in the dashboard to view the time cards for members of the team If the button is not visible contact us to enable this feature for your account or go to your ServicePortal and enable it in your company settings saco ATAT F 4 10 PM i 75 N May 21
27. ble of Contents Job Estimate View iPad F Dashboard Supervisor Role Filter May 13 2014 Team 1 8 00AM Kyle Johnson VO Hew Sink May 13 20714 Taam 5 Assigned ara 100 PM Kelly Walker WO Cleaning Assigned PASS May 14 2014 Team 1 11 20AM David Breighner WO Cleaning Assignad PENE May 14 2014 Taam 3 0 AM Joe Billings Aasigned WO Cleaning 249 May 14 2014 Taam 4 00 PM Jeff Stevens Assigned WO Cleaning 215 May 15 20714 Team 1 100 PM Kyle Johnson Assigned Wo Cleaning 614 00 PM Mary Smith Assigned WoO Cleaning ied May 15 2014 Team 2 200 PM Corey Sutton Assignad WO Fast Cleaning 4735 May 15 20714 Taam 4 1200 AM Jeff Stevens Assigned WO Cleaning 551 May 15 2014 Team 5 T 00AM Bryan Fuller Assigned WO Cleaning 413 May 16 20714 Team 4 200 PM Jeff Stevens Assigned WO Cleaning e344 May 16 2014 Taam 5 0 AM Joe Billings Assigned WO Cleaning 250 130 PM Kelly Walker WO Cleaning Assigned dd a From a specific job you will be able to view all of the jobs tab including General Details Equipment Notes Pics Sketch Signature Fields Table of Contents zl PM Hat Changing E gt Job 616 Team Team 5 Status Assigned Start Date Time May 13 2014 5 00 PM Sumrmary Mew Bathroom Corey Sutton 1980 Ohio St Lisle IL 60532 Contact Corey Sutton Work 234 343 4565 E
28. d eacco ATAT gt 10 30 AM G f 99 ER bs Suspended p gt Dashboard Suspended Jobs ca a Estimates Total 1 9 00AM Kelly Walker Suspended V Mew Bathroom 3 f734 3 Add New Estimate Daily Route Tasks Tasks Total 4 Fu Le Last update 10 28 AM Logout In the Suspended Jobs you can see the date and the specific job that was suspended Table of Contents Jobs Finished The Jobs Finished tab allows you to view all of the jobs that you have completed so far in the day Once the job is completed it will show up here esobo ATAT gt 10 55 AM 100 MEN May 28 2014 Dashboard Jobs Jobs Due Today 5 Dashboard Finished Jobs mi sf G Jobs Total 48 EEE 8 00 AM Kelly Walker Finished V Mew Bathroom 3 gr34 3 Estimates Total Add New Job e Daily Route t t fi Tasks s Tasks Total 4 Farm STE a OO Last update 10 55 AM Logout In the Finished Jobs you can see the date and the specific job that was finished By clicking on each job further details about the job will open up Table of Contents Jobs Total In the Jobs Total tab you can view all of your jobs past present and future and filter which jobs you would like to see eaoco ATAT 10 55 AM May 28 2014 Jobs Jobs Due Today Jobs Finished Estimates Total Add New Job b eb Hp i Add New Estimate Daily Route o Tasks s Tasks Total ON C Last update 10
29. eature in ServiceCEO saeco ATAT 8 40 AM 87 ENDS Back Estimate 23 New Customer Job Completed New Equipment Installed Mire Table of Contents Add a New Job Description Add New Job feature allows technicians to create jobs in the ServiceCEO database and Supervisor Role Technicians can select customer date duration frequency and summary Also technicians can add products services and kits as well as capture photos and signature When a new job is created and submitted the dispatch is notified by an email Allowing to Add a New Job Before you can actually add a job from your mobile device make sure you have the device setting for this option enabled To do that go to your ServicePortal T E DDI m ABOUTUS 4 BLOG EJCONTACTUS SUPPORT amp MY SERVICE PORTAL LOGOUT A 4 Mobilize your team Job Photos Job Documents Knowledge Base Geo Tracking Status Active Overview DEVICES Devices DEVICE MAME ASSIGNED TO STATUS Iphone 1 Team 1 Actwe Edi Subscription Q Android 1 Team 2 Actwe Edt Users iS o iPad Taam 4 Actwe F dit Employees eo HTC Team 4 Actwe Settings e amp Enter Deuce Name o incomplet do 1 Goto Account Summary 2 Devices 3 Select the device that you want to Edit Table of Contents DEVICE SETTINGS AND PERMISSIONS Work Orders Estimates M Allow to add New Estimate Allow to convert estimates to work orders LJ Send Work order
30. ents eseco ATAT 4 20 PM 49 N Dashboard About Your Device ID 490F5114 B8C3 A48AD 9F91 5BAEFE339D76 ServiceBridge mobile app connects to popular field service management systems and accounting software including ServiceCEO ProBusiness Tools and QuickBooks ta allow instant access to customer and job information on a mobile device in the field Review jab details contact a customer update jobs status read notes Collect payment information and signature capture photos and much more All data is synced with your database in real tire Speed up the invoicing and reduce staff management time escalate technician productivity and ensure customer satisfaction by mobilizing your team with ServiceBridge mobile app Purchase ServiceBridgs subscription via Apple App Store below Subscribe via App Store Restore nurchased ServiceBridge subscription using Subscription ID number displayed in About section of parent device Refresh and Logout Refresh The Refresh button allows you to re sync any changes you have made which will allow you to gather data from the ServiceCEO database and send it to the database from the ServiceBridge app c update 3 38 PM Logout Logout The Logout button allows you to log out of the application and will ask you to enter the PIN number again in order to access the application again Table of Contents Supervisor Role Description Supervisor Role is a tool to
31. er Search C Start Date Time mar du Estimated Duration 0 h 0 min Mallory Marksteiner Home 6623 S Harmon 4 Summary Mark Brooks Primary 1868 Brookdale Rd 4 Mary Smith Primary 2344 Birchwood St 4 Campaign QIWIEIRITIYIUIIIOIP AISIDIFIGIHIJIKIL ZIXICIVIBINIM A an 2j 123 6B space return Type the first three letters of a customer or press in the top right to enter a new customer Table of Contents 5 Address select the address of the new job or add a new address ssecc ATAT gt 2 08 PM 37 m ssecc ATAT gt 12 29 PM 67 NN Back New Estimate New Job Select Address Fr Primary Home 2344 Birchwood St Map it FEX 3453 W Jefferson Ave 4 Naperville IL 60540 Lisle IL 60532 Contact Mary Smith Es Home 312 243 5254 Ej E mail msmith servicebridge com Customer Custom Fields Customer Notes Location Notes Default Equip Campaign Radio Ad 103 5 Submit D BH g B Click for the address or enter a new one by pressing 6 Contact select who the contact will be for the job or add a new contact esecc ATAT 2 08 PM P 87 a saacc ATAT gt 12 29 PM 67 mc Back New Estimate lt Address Select Contact Primary HOME 2344 Birchwood St Jim Beam Naperville IL 60540 Home 630 8464318 4 Contact Mary Smith 4 E mail Home 312 243 5254 4 E mail msmith servicebridge com Customer Custom Fields Customer Notes Location N
32. f your jobs estimates and projects will be displayed here for that current day From there you can click on each specific job and see the job in further detail sasni ATAT F 9 54 AM 59 NEN saon ATAT F 10 09 AM 7 92356 ED May 28 2014 Dashboard Dashboard Active Jobs Jobs CDTTEEXD NE 8 00 AM David Breighner Assigned E Jobs Due Today ILL 6 Wid Cleaning H48 z Duration Q B8h Total 143 75 Jobs Total 48 9 00 AM Kelly Walker Assigned V New Bathroom 3 2734 3 Add New Job Duration 0 5h Total 372 00 Add New Estimate 12 00 PM Mark Brooks Assigned Q Daily Route WO Bathroom 813 Duration 0 5h Total 391 72 Tasks 2 00 PM Jim Brown Assigned Nu EST Bathroom Estimate 22 Tasks Total 4 Duration 0 2h Total 50 00 3 00 PM Jeff Stevens Assigned WO Cleaning i354 4 Time Cards Duration 0 5h Total 23 00 6 00 PM Mallory Marksteiner Assigned WO Bathroom 814 c UserVoice Duration 0 2h Total 295 00 Ct te 4 Logout ame iii Once you click on Jobs Due Today it will take you to the Active Jobs page It will display the Date Each Job Duration and the Total made from all of the jobs Table of Contents Jobs Suspended The Jobs Suspended tab lets you view all of the Jobs that have been suspended for that day If you Click on the specific job you can see for what reason that job was suspended emoco ATAT 10 30 AM i f 3956 Ds May 28 2014 Dashboard Jobs Jobs Due Today 5 Fos suspende
33. hner Assigned WO Cleaning i404 May 14 2014 Taam 3 0 AM doe Billings Assigned WO Cleaning 249 May 14 2014 Team 4 SOO PM Jeff Stevens Assigned WO Cleaning 215 May 15 2014 Team 1 100 PM Kyle Johnson Assigned Wo Cleaning 615 500 PM Mary Smith Assigned WO Cleaning 640 May 15 2014 Team 2 00 PM Corey Sutton Assignad WO Fast Cleaning 4735 May 15 2074 Taam 4 1200 AM Jett Stevens Assigned We Cleaning 8551 May 15 2014 Team 5 171200AM Bryan Fuller Assignad WO Cleaning 413 May 16 2074 Team 4 200 PM Jeff Stevens Assigned Wo Cleaning e144 May 16 2014 Team 5 0 AM doe Billings Assigned WO Cleaning 250 1300 PM Kelly Walker Assignad 7 oo eu 9 E Tu Fi WO Cleaning dd bt DO est p ne Les E lera L rer memes kel TELF From the Pics Tab you will be able to view add and delete photos You can place pictures in the before after private and recommendation tabs To add a picture click Capture in the top right hand corner You are also able to add notes next to the picture to ensure the person knows what the picture is about Table of Contents Sketch iPad 8 28 AM Ti Bt Dashboard Supervisor Role Filter Job 616 pv May 13 2014 Team 1 meTEIT f ptus Pipes BDI AM Kyle Johnson Assignad CBE WO New Sink amp 7 es May 13 2014 Team 5 IE 1 30PM Kelly Walker Assigned mum x WO Cleaning 439 e S00 PM Corey Sutton Assigned WO New Ba
34. how up on your app list on your phone To connect your phone to the ServiceBridge application you will first need to find the Device ID and enter it in the Device Settings Table of Contents Locating the Device ID After you download ServiceBridge app to your iPhone or iPad device Open the app and the Device ID will be displayed at the top of the screen sseco ATAT 5 05 PM E 6505 SERVICEBR DGE pur team Your Device ID 490F5114 B8C3 48AD 9F91 SBAEFE339D76 ipress to share Thank you for choosing ServiceBridge Start ServiceBridge app now to access all available features and functionality Start ServiceBridge Restore purchased ServiceBridge subscription using Subscription ID number displayed in About section of parent davice Restore Purchased Subscription Connecting the Mobile device to the ServiceBridge App Once you found your Device ID you can connect your mobile device to the ServiceBridge application To begin you need to log in to your Servicebridge com account Log In Email address Password O Remember me forgot my password LOG IN Table of Contents After you log in it will take you into your ServiceBridge Portal where you can access your device settings and configure your device w SERVICEB R D G F ABOUTUS 2 BLOG CONTACTUS d SUPPORT amp MY SERVICE PORTAL Mobilize your team 1 Job Photos Job Documents Knowledge Base Geo Tracking Status Active Overview D
35. ing the features that ServiceBridge offers eee00 ATAT F 12 01 PM T 33 E May 21 2014 Dashboard Jobs 1 Jobs Due Today 3 2 Jobs Suspended 1 3 Jobs Finished 1 4 2 Jobs Total 30 5 Add New Job 6 Add New Estimate 7 Daily Route Tasks 8 Tasks Due Today 1 9 Tasks Total 4 10 Time Cards ll 4 UserVoice 12 About ServiceBridge l 13 e Last update 11 58 AM 14 Logout Table of Contents 1 Jobs Due Today You can view all of the jobs due today 2 Jobs Suspended You can view all of the jobs that have been suspended 3 Jobs Finished You can view all of the finished jobs today 4 Jobs Total You can view all of your jobs past present and future 5 Add New Job You can add a new job 6 Add New Estimate You can add a new estimate 7 Daily Route You can view all of your job locations and fastest routes 8 Tasks Due Today You can view all of your task that need to be done today 9 Tasks Total You can view all of your tasks past present and future 10 Time Cards You can view your time cards here 11 UserVoice You can leave your feedback and support for ServiceBridge 12 About ServiceBridge You can view your Device ID and read about or app 13 Refresh Button The refresh button allows you to re sync with your ServiceCEO database 14 Logout Button Logs you out of the app Jobs Due Today The Jobs Due Today tab allows you to see all of what is planned for the day All o
36. l None Add Product Cleaning Special Add Service Discounted Products Add Kit Scan Barcode Refresh Data 3 saeco ATAT gt 2 19 PM a 7 oum Job 40 Job 40 Select payment type Balance 23 00 Check Cash Credit Card Coupon Table of Contents Equipment Tab Let s you view all of the equipment that has been installed or replaced for that specific job It also lets you add any additional equipment as need be esecoATAT m 3 14 PM E 7 61 emoco ATAT F 9 50 AM E T 93 EP Back Job 40 Cancel Equipment Add Item Status Subst Substatus gt Installed May 29 2014 gt Removed Sub item of Manufacturer gt Model Serial Product J Cnurearnal IN From the Equipment Tab you can click the in the top right corner which will open up another window where you can enter all of the new equipment s information Table of Contents Notes Tab The notes tab allows you to write down any notes you wish on the work order for private use or the invoice Anything you need to write down or note you will be able to do so here sacco ATAT F B 50 AM e 7 93 MEM Back Job 40 O From the Notes Tab you can select either work order private or invoice tabs to write in For the private notes it will only show up for your employees and the customer will not be able to see what you write in that spot Table of Contents More Tab The more tab
37. mail csutton servicebridg e com ES Sales Rep Walter White Job Members Walter White Saul Goodman Customer Custom Fields Customer Notes Location Notes Default Equip Editor administrator Knowledge Assets Job Tasks General iPad Dashboard Supervisor Role Filter May 13 2014 Team 1 S00 AM Kyle Johnson Assigned Wo New Sink ava May 13 2074 Team 5 1 0 PM Kelly Walker Assigned We Cleaning 439 May 14 2014 Team 1 11 0 AM David Breighner Assigned WO Cleaning ER May 14 20714 Team 3 0 AM doe Billings Assigned WO Cleaning 249 May 14 2014 Team 4 OO PM Jeff Stevens Assigned WO Cleaning 215 May 15 2014 Team 1 100 PM Kyle Johnson Assigned Wo Cleaning 618 00 PM Mary Smith Assigned WO Cleaning ied May 15 2014 Team 2 00 PM Corey Sutton Assignad WO Fast Cleaning ara May 15 2074 Team 4 1200 AM Jett Stevens Assigned WO Cleaning Fool May 15 2014 Team 5 TiDi AM Bryan Fuller Assigned WO Cleaning 413 May 16 2074 Team 4 OO PM Jeff Stevens Assigned Wo Cleaning e144 May 16 2014 Taam 5 0 AM doe Billings Assigned WO Cleaning 250 100 PM Kelly Walker WO Cleaning Assigned Li B 2 17 PM Job 616 Team Team 5 Status Assigned Start Date Time May 13 2014 5 00 PM Summary Mew Bathroom Corey Sutton Primary 1990 Ohio St Lisle IL 60532 Contact Corey Sutton Work
38. n email Allowing Add a New Estimate Before you can actually add a job from your mobile device make sure you have the device setting for this option enabled To do that go to your ServicePortal 3 k E SERVI CEBR DG E ABOUTUS BLOG E3JCONTACTUS E SUPPORT MY SERVICE PORTAL LOGOUT J Mobilize your team Overview DEVICES Devices 2 DEVICE NAME ASSIGNED TO STATUS ob Photos Job Documents Knowledge Base Geo Tracking status Active Subscription pum Team 1 Q Active g Users Android 1 Team 2 e Activa Edi e Employees iPad Team 4 Active 2 Customers Enter Device Name incomplete edt amp Settings Enter Device Name o Incomplete Edi o db Chicago Web Design by DevBridge 1 Goto Account Summary 2 Devices 3 Edit Table of Contents DEVICE SETTINGS AND PERMISSIONS Work Orders M Allow to add New Job 7 M Allow to email Work Order receipts 7 Send Work order to an additional email 7 david servicebridge com Allow to convert estimates to work orders Allow creating new estimate from a Job Allow to email Estimates 7 Send Estimate to an additional email 7 4 Find Allow to add New Estimate and make sure it is checked Then save the changes Adding a New Estimate From your dashboard you can click Add New Job to begin Add New Estimate Table of Contents ea co ATAT F 5 18 PM May 21 2014 Jobs Jobs Due Today Jobs Finished Jobs Total Add New
39. om any specific job you can select one and it will open up the General Tab of the job From the General Tab you can edit The team the job is assigned to The status of the job The Start Date Time The E mail Customer Custom Fields Customer Notes Location Notes Edit or Add Job Tasks View and Add Job Custom Forms 10 Add a New Estimate 11 Show History of all the previous job of that customer d ox M ur uu Table of Contents 1 saco ATAT m B 48 AM Job 40 Select Team Team 1 Team 2 v Team 3 Team 4 Team 5 sesca ATAT Job 40 0 48 AM G 9395 AND Select Status Assigned v InProgress Suspended Finished saeco ATAT gt 10 56 AM E005 m Cancel Save 4 E mail 5 csutton servicebridge com Table of Contents 2395 mp 3 eee ATAT F 9 48 AM Job 40 4 93 a gt Cancel Start Date and Time May 29 2014 5 00 PM Today 5 00 PM eaecoATART F 11 04 AM amp BB 5 NEN Job 40 Gorey Sutton Custom 0 Custom 1 Custom 2 Custom 3 Custom 4 10 emoco ATAT Job 40 5 49 AM Corey Sutton T9359ND 7 sacco ATA Job 40 9 49 A T 9396 Primary Privata Work Order emocoATAT Cancel 2395 HP New Job Task Add 9 49 AM Subject Job 40 Customer Corey Sutton Tea Substatus EDIT ME IN SCHEDULE STAT gt Priority Low gt Notes Duplicate to estimate Client information only All job information
40. otes Default Equip Campaign Radio Ad 103 5 Submit oo Choose the correct contact or enter a new one by pressing Table of Contents 7 Customer Custom Fields enter any customer custom fields you have eseco ATAT 2 09 PM amp 879 NEN sssco ATAT FY 3 35 PM e TUN Back New Estimate New Job Mark Brooks Primary First Time Customer 2344 Birchwood St Map it 4 Naperville IL 60540 Any Pets Contact Mary Smith 4 New Addrass Home 312 243 5254 E E mail msmith servicebridge com Customer Custom Fields Customer Notes Location Motes Default Equip Campaign Radio Ad 103 5 Submit n amp Answer all of the questions that you have in the customer custom fields 8 Customer Notes lets you write notes about customers for the work order and private saeco ATAT 2 09 PM 87 END saeco ATAT oU 3 45 PM 67 NN Back New Estimate New Job Mark Brooks Primary 2344 Birchwood St ETIN 4 Naperville IL 60540 Frequent customer Contact Mary Smith 4 Home 312 243 5254 4 E mail msmith servicebridge com Customer Custom Fields Customer Motes Location Notes Default Equip Campaign Radio Ad 103 5 Submit D BB g Table of Contents 9 Location Notes lets you write notes about the location for the work order and private asco ATAT m 2 03 PM a 87 MN Back New Estimate EN 2344 Birchwood St
41. requency Single Visit Submit Click for the address or enter a new one by pressing 6 Contact select who the contact will be for the job or add a new contact eeeco ATAT gt 3 02 PM 74 EMI eeeoo ATAT F 12 29 PM 67 m New Jobs New Job Address Select Contact Mark Brooks 4 HOME Pri i Jim Beam 1868 Brookdale Rd Mapit 4 Home 630 8464318 4 Naperville IL 60563 E mail Contact Mark Brooks 4 Customer Custom Fields Customer Motes Location Notes Default Equip Campaign Frequency Single Visit Submit Choose the correct contact or enter a new one by pressing Table of Contents 7 Customer Custom Fields enter any customer custom fields you have eseco ATAT F 3 02 PM 74 NN esecoATAT o7 3 25 PM e 71 a ld New Jobs New Job New Job Mark Brooks Mark Brooks Ei First Time Customer Primary Any Pets 1868 Brookdale Rd Mapit Es ny Pets Naperville IL 60563 New Address Contact Mark Brooks 4 Customer Custom Fields M Customer Motes Location Notes Default Equip Campaign Frequency Single Visit Submit Answer all of the questions that you have in the customer custom fields 8 Customer Notes lets you write notes about customers for the work order and private saeco ATAT F 3 02 PM 74 Be esecoATAT oc 3 45 PM ar MEN New Job Mark Brooks New Jobs New Job Mark Brooks 4 Primary Frequent customer 186
42. ses in various service industries such as cleaning delivery landscaping communication pest control HVAC construction plumbing equipment maintenance paper shredding pool maintenance security and many more Business owners have found that by using ServiceBridge they reduce their time spent managing staff speed up invoicing escalate technician productivity and increase customer satisfaction When you re in the service industry being organized informative and communicative is key to satisfying your clients As a customer focused company we strive to consistently please our clients through operating by the same principles Whether it s answering your questions implementing your requested changes or fixing a problem you re having our goal is to help your business achieve results Table of Contents Getting Started Downloading the App To download the ServiceBridge app you need to go to the app store on your mobile device 4 39 PM 68 eeccoATaT 4 40 PM 68 EN _servicebridge 1 Result ServiceBridge ServiceBridge LLC No Ratings Ww lt ie Jobs Due Today 3D gt S Jobe Completed i gt fer Joba Tota 94 5 fan Estimates Total 15 f Add New Job gt m Add New Estimate gt Tasks f Tasks Due Toda gt 5 Tasks total B8 gt Tene Cards Tene Cards gt G Lav update 10236 AM Q Messages Search 1 Click on App Store 2 Type in ServiceBridge 3 Click install Once installed it will s
43. signed WO New Sink 878 Mew shower toilet pipes May 13 2074 Team 5 1 00 PM Kelly Walker Assigned WO Cleaning 439 MPM Corey Sutton Assigned WO New Bathroom W618 May 14 2014 Team 1 11 0 AM David Breighner Assigned WO Cleaning i44 May 14 20714 Team 3 00 AM doe Billings Aasigned WO Cleaning 249 May 14 2014 Team 4 SOO PM Jeff Stevens Assigned WO Cleaning 215 May 15 2014 Team 1 100 PM Kyle Johnson Assigned Wo Cleaning 618 520 PM Mary Smith Assigned WO Cleaning W640 May 15 2014 Tear 2 J00 PM Corey Sutton Assignad WO Fast Cleaning 1735 May 15 2074 Taam 4 16 00 AM Jett Stevens Assigned WO Cleaning Fo May 15 2014 Team 5 71200AM Bryan Fuller Assignad WO Cleaning 413 00 PM Jeff Stevens Assigned wo Cleaning F245 May 16 2014 Taam 5 0 AM doe Billings Assigned WO Cleaning 250 0PM Kelly Walker Assignad Sm oOo a s Fi WO Cleaning addi t LG 5 v From the Notes Tab you will be able to write down notes for the work order invoice and private that only you and your company will see The customer does not see private notes Table of Contents Pics iPad 138 PM 70 BID Dashboard Supervisor Role Filter apture May 13 2014 Team 1 Recommendat s AM Kyle Johnson VO New Sink May 13 2074 Team 5 100 PM Kelly Walker WoO Cleaning May 14 2014 Team 1 11 0 AM David Breig
44. t time the description work time overtime and the amount of travel for each day Dawir dg Employs Dale Suter Frar d ZH Emil davidspservicebricee com Pari Start Period End 5 2 2014 5 2 2014 Monday June 2 2014 e200 AM 7 00 PM Dn Clock S000 AM 10 00 AM rave 2 01 10 0U AM 10 15 AM Jab Jeff Stevens 560 Cleaning O25 10 154 11 10 AM rave p 57 11 10 AM 11 2D AM lab lim Bcam 818 Bathroom remodeling u 17 11 10 AM 11 19 4M jJ lab lim Beam 818 Bathroom remodeling 0 15 11 20 AM 12 25 PM Trave 1 08 12 25 FM 2 25 PM ask Cleaning 2 00 12 20 PM LLU PM Jab Jahn Easy 739 Lanng 0 50 1 00 PI 1 15 PM Jab Kyle Johnson 621 Cleaning 0 25 zd Pel 3230 PM Trav LW 3 30 Pr 4 15 PH lab lim Scam 7398 Cleaning i 4 15 Pri 7 00 PH Trave ou Totals 7 23 0 00 7 83 Total Hours 15 07 Table of Contents iPad Dashboard iPad 4 15 PM 555 mm June 11 2014 Supervisor Role S Jobs Due Today Jobs Total Estimates Total Add New Job CF DE m mF E Add New Estimate Daily Route Tasks E santas SERVICEBRIDGE Mobilize your team E UserVoice g About ServiceBridge Last updats 4407 PM You will have a split screen with an iPad where you will be able to view the dashboard on the left as well as the most recent thing you opened up on the right Ta
45. throom 616 May 14 2014 Team 1 11 0 AM David Breighner Assigned WO Cleaning 404 May 14 2014 Taam 3 0 AM doe Billings Assigned WO Cleaning 249 May 14 2014 Team 4 00 PM Jeff Stevens Assigned WO Cleaning 215 May 15 2074 Team 1 1 00 PM Kyle Johnson Assigned Wo Cleaning 5618 5 00 PM Mary Smith Assigned WO Cleaning Med May 15 2014 Team 2 200 PM Corey Sutton Assignad WO Fast Cleaning 4735 May 15 2074 Taam 4 1200 AM Jett Stevens Aasigned WO Gleaning 755 May 15 2014 Team 5 171200AM Bryan Fuller Assignad WO Cleaning 413 May 16 2074 Team 4 S00 PM Jeff Stevens Assigned Wo Cleaning i148 May 16 2014 Team 5 0 AM Joe Billings Assigned WO Cleaning 250 1 00 PM Kelly Walker Assignad 7 oo bius Fi WO Cleaning i440 a LC l The Sketch Tab lets you draw a sketch of anything you would like and then write down notes to describe it Table of Contents Signature iPad F 1541 PM rite BE i Dashboard Supervisor Role Filter Pe May 13 2014 Tear 1 00M Kyle Johnson Assignad WO New Sink 78 May 13 2014 Taam 5 1 00 PM Kelly Walker Assignad Wo Cleaning 439 amp o0 PM Corey Sutton Assigned WO New Bathroom 616 May 14 2014 Team 1 11 0 AM David Breighner Assigned Wo Cleaning 404 May 14 2014 Team 3 00 AM Joe Billings Aasigned WO Cleaning 249 May 14 2014 Team 4 SOO PM Jeff Stevens Assigned WO Cleaning 216 May 15 2074 Team
46. to an additional email Allow creating new estimate from a job 4 Find Allow to add New Job and make sure it is checked and save the changes Adding a New Job From your dashboard you can click Add New Job to begin emecoATRT 12 27 PM 65 EN May 30 2014 Dashboard Jobs Jobs Due Today 3 Jobs Total 50 Estimates Total T Add New Job Add New Estimate Daily Route Tasks Tasks Total 5 4 Time Cards Last update 12 27 PM Logout A new window will pop up asking you to fill out the information for the new job Table of Contents L Start Date and Time enter the date and time of the New Job seco ATAT F 12 27 PM 668 NEN seco ATAT F 12 27 PM amp 68 a gt New Jobs New Job Cancel New Job Save Start Date and Time May 30 2014 12 27 PM Estimated Duration 0h 0 min Summary Customer Campaign Frequency Single Visit J 1 Today 12 27 PM 3 Ganaral 2 Estimated Duration enter how long the job is estimated to take aeseco ATAT F 12 27 PM amp 6B95 MEN eeeco ATAT F 1 54 PM 75 EE New Jobs New Job Cancel New Job Estimated Duration 0 h 0 min Start Date Time Estimated Duration B h 0 min Summary Customer Campaign Frequency Single Visit O hours 1 min Ganaral LILI CJL B Table of Contents 3 Summary enter the job summary or what will be done for this job eseco AT amp T S 12 27 PM 65 AL esecoATRT F 2 18 PM
47. ve Jobs Estimate 24 eT Break in Pipe ir LR m i sy The draw button opens up window where it will allow you to draw a picture and select capture which will then save it as a photo You can also write a brief note next to the picture to specify exactly what it is Table of Contents Docs allows you to view past work orders and documents from the customer to let you know what was done before and any other information you would like to know eseco ATAT F 11 07 AM i TB95 ENG amp Back Job 817 Thursday May 22 2014 EST Job Estimate 17 pdf 17 Friday May 30 2014 EST Job Estimate 27 pdf 27 EST Job Estimate 27 pdf 27 Load more OO j p r1 M amp o5 ow biore You can click on previous jobs and review what was done Table of Contents Signature lets you capture the customers signature when the job is completed and is included in the work order Along with the signature you can add a terms and conditions and write the customers name along with the signature seco ATAT 11 02 AM 78 m lt Back Job 817 NeWSIgnalure BT M The new signature tab lets you either write the signature or if you don t like the one that is Written you can re write it with a new one A name can also be displayed along with the signature to confirm the person Table of Contents Fields allows you to customize any additional information you would like to have during a job or estimate You can customize this f
48. wt Finished v TEAMS Team 1 v Suspended v Team 2 v Others v Team 3 v DATE RANGE F From May 27 2014 Team 5 v To Jun 5 2014 TEAMS Sort By Date Team 1 d From the supervisor role filter you can select which Substatus Date Range and Teams you would like to view You can also select the sort order by Date Team or Substatus Table of Contents Making Changes General Tab Once you find a job you can begin to make changes that are needed for a specific job or estimate esecoATAT gt B 48 AM b f 9495 Ee enc ATAT F 5 48 AM Gb f 9395 EN ec ATAT F 9 49 AM 93 Mi Dashboard Supervisor Role Filter lt Back Job 40 Back Job 40 May 29 2014 Team 1 csutton servicebridge com eres Team Team 2 10 00 AM David Breighner EST Bathroom Inspection 6 Status Assi l gned 4 00PM Charlie Wang V New Shower 12 29 12 Start Date Time May 29 2014 5 00 PM May 29 2014 Team 2 Summary Cleaning 7 00 AM Charlie Wang Assigned WO Cleaning 191 Corey Sutton Editor administrat Primary itor administrator May 29 2014 Team 3 pr 1 00PM Kyle Johnson Assigned Lisle IL 60532 WO Cleaning 693 Contact Gorey Sutton May 29 2014 Team 4 Work 234 343 4565 10 00 AM Jeff Stevens Assigned WO Cleaning 558 11 00 AM David Breighner Assigned WO Cleaning 92 Customer Custom Fields an 2 N 1 00PM Jim Beam Assigned EST Bathroom estimate ama LIL OCI m Fr
49. you might want to have esecoATAT F o 9 45 AM E f O76 EN enm ATRT F 2 45 PM y EH Cancel Estimate 20 Lost Cancel Estimate 19 Won eon J 7 Click Submit to finalize the Estimate 8 Convert to a Job emecoATR amp T F 2 45 PM i 7 87 NND Active Jobs Estimate 19 Start Date Time May 22 2014 5 50 Estimated Duration 0 h 30 min Summary New Estimate Bob Darrel Home 1234 Stonegate Rd Map it Naperville IL 60540 Contact Bob Darrell Home 630 334 3433 Submit Estimate E mail bdarrell amp servicebridge com Estimate will be converted to a job Customer Custom Fields onvert to a Job Cancel Table of Contents Daily Route Description Daily Route feature displays job locations and fastest routes on an interactive map Daily Route feature can be accessed from the Dashboard of the ServiceBridge app Note We recommend you to download the Google Maps app however it will work with your regular Maps app as well Daily Route View secco ATAT amp 12 09 PM T TTY MN May 20 2014 Dashboard Cancel Jobs Jobs Due Today 5 Jobs Total 28 Add New Job Add New Estimate Daily Route Time Cards c UserVoice E Last update 12 08 PM Logo ut Son gle 1 The green check mark signifies that a job has been finished 2 The orange triangle shows that a job is in progress 3 The blue circles show that the job is assigned Suspended jobs will show up with a red

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