Getting Started
The articles listed below will help you finish setting up your company and get started using GoServicePro. For further details about specific features of the system, please see the related Help topics.
1. Initial Setup
Import Data
Learn how to import your company's existing data in bulk using GoServicePro's data loaders.
Updating System Lists
Learn how to customize the elements of a form's drop down lists to suit your company's terminology.
2. Invite Users
Invite Users
Employees are the users of the system. The security role assigned to the Employee will determine what they can do within GoServicePro. Administrators have full access. Back Office can do most of what an Administrator can do, with the exception of updating Settings. Field Engineers can only perform tasks pertaining to working their daily jobs.
3. Dispatch Board
Dispatch Board
A Work Order must be assigned to a field tech before they can begin working on it. The Dispatch Board provides a centralized location for tracking techs' schedules and quickly assigning Work Orders.
4. My Organization
My Organization
My Organization provides an overall view of your company's hierarchical structure as well as the objects associated with each location within the organization.
5. My Inbox
My Inbox
My Inbox displays a list of objects(Cases, Work Orders, etc.) that the logged in user owns and has accepted.
6. My Teams
My Teams
My Teams displays the collection of Teams(queues) to which the logged in user belongs. A Team will display all objects(Cases, Work Orders, etc.) that have been assigned to it whose ownership has not yet been accepted.
7. Service
Cases
Work begins in GoServicePro with the creation of a Case. Cases will contain all the information related to a job such as the Site and Contact in need of service, the Asset being worked on, the billing Entitlement, etc. Cases are the parent object to Work Orders. Techs in the field will be dispatched Work Orders that are created based on the data contained in the Case.
Subcases
Subcases are child objects of a Case. Their primary use is to track a subset of tasks required for the Case that are performed in the back office.
8. Admin
Contacts
Contacts in GoServicePro contain information about people located at Sites. A Site may have multiple Contacts, or a Contact might be associated with multiple Sites. A Site must have at least one Contact associated to it in order to create a Case.
Employees
Employees are the users of the system. The security role assigned to the Employee will determine what they can do within GoServicePro. Administrators have full access. Back Office can do most of what an Administrator can do, with the exception of updating Settings. Field Engineers can only perform tasks pertaining to working their daily jobs.
Parts
Parts in GoServicePro have a broad usage. Parts installed at Sites are known as Site Assets and can be associated to Cases when they are serviced. Parts carried in an Employee’s truck and used on the job can be tracked as Inventory.
Preventive Maintenance
Preventive Maintenance is a collection of recurring Cases where services are performed for a particular Site and/or Asset at a scheduled interval.
Sites
Sites in GoServicePro contain information related to physical locations. The two main types of Sites are Internal, for locations related to your company, or Customer, for locations related to your customers. Sites are hierarchical. The levels in descending order are: Company, Business Unit, Region, District, Office, and Individual.
Site Assets
Site Assets are a collection of Parts that have been installed at a customer Site. They represent the equipment that will be maintained for that customer.
9. Billing
Invoices
Invoices are used to total the amount of time, expenses, parts used, etc. that will be billed to the customer for a Case.
Service Contract
The Service Contract is a collection of agreed upon services to be performed for a Site or Asset for a designated period of time.
Simple Contract
The Simple Contract is a simplified version of the Service Contract which is used to associate services entitled on a Case based on either a Site or an Asset.
10. Logistics
Inventory
The Inventory search displays a listing of all Parts currently residing within the company's Inventory locations.
Part Orders
The Part Orders search displays a list of orders that have been made to obtain new Parts.
Part Order Details
The Part Order Details search displays a list of line items belonging to Part Orders.
Catalog Search
The Catalog Search is used to quickly look up your company's Part Catalogs and the Parts that belong to them.
11. Settings
Settings
Depending on the package you are using, a variety of settings can be modified from their default values to match the needs of your company. For example, in general settings, Working Hours and Holiday Groups can be customized, Employees can be added to Teams, and Status codes can be modified.