Browse "Application" Questions
There were 46 questions found in this category:
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[D](U0010) What are the terms and conditions for ServiceLedger's web content?
ServiceLedger maintains its web sites for the benefit of ServiceLedger customers and prospects only....
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[D](U0015) How do I configure ServiceLedger to send e-mail?
Configuring ServiceLedger
Whenever ServiceLedger is used to send email it will use the settings spe...
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[D](T0146) How do I upgrade or update my existing Tech or Customer Portal?
If you already have the ServiceLedger Tech Portal or Customer Portal installed and configured proper...
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[D](U0002) How do I create, post, bill, and collect payment for a work order for a new account and item? Where do I start?
How do I create, post, bill, and collect payment for a work order for a new account and item? ...
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(U0009) How is ServiceLedger support handled?
ServiceLedger utilizes the most efficient solution to any support issue. ServiceLedger has a "...
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[D](U0011) Why would I want to use equipment records in ServiceLedger?
Equipment records are customer owned assets. You may bring a new client on board that already ...
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[D](T0130) Attaching Files, File Attachments
Using Attachments
ServiceLedger allows you to attach files, documents, pdf's, or other file to most...
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(T0125) Printing Forms With Logo
By default, the forms of ServiceLedger (work order, invoice, quote and purchase order) will not prin...
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[D](T0190) How do I enable or disable the automatic ServiceLedger backup?
In its default configuration, ServiceLedger will automatically back up your database the first time ...
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(U0006) Does ServiceLedger support GST?
ServiceLedger 5.5 supports Canadian GST. The Global option is "company.tax_2_rate" and is set ...
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[D](U0012) Why would I use Agreements in ServiceLedger?
Agreements (also called contracts) allow you to provide service plans, recurring billing, and other ...
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[D](T0121) How Do I Change The Item Type of an Item
This Article is obsolete for ServiceLedger Versions 7.3.0.4 and up. For these versions, please see ...
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(U0017) How can I have the schedule automatically filter my technicians when I schedule jobs?
When you schedule new jobs, the scheduling system is able to filter the technicians in the following...
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[D](U0001) How do I start ServiceLedger?
Go to Start->(All) Programs->ServiceLedger->Serviceledger. If you have moved the icon to yo...
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[D](U0004) Your software has many features that we do not need, will it matter if we do not use those features?
ServiceLedger requires only 3 types of records. Accounts, Items, and Work Orders. Everyt...
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[D](U0007) Can we track repairs to equipment by serial number?
Yes, ServiceLedger allows you to maintain multiple equipment records per customer. With each e...
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[D](U0008) When I buy ServiceLedger, how do I receive it from you?
After processing of payment, a scheduled installation time will be used to provide the necessary ins...
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(T0120) Consolidating Multiple Items for Different Jobs on the Same Purchase Order (Same Vendor)
By default, ServiceLedger assumes a separate purchase order for each job when you are purchasing ite...
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[D](T0117) How Do I Mark A Zero (0) Dollar Invoice As Paid
If you create a zero dollar invoice from either a work order, agreement or batch work order invoice,...
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[D](T0188) How do I attach by link instead of storing the file data in the database?
Due to large sizes of files, and the possibility that you may want to modify the contents outside of...
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(T0118) Enforcing Territory Assignment on Scheduler
This feature will allow you to enforce the territory assignment required for a job when scheduling t...
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(T0119) Enforcing Tech Skill on Scheduling
This feature will allow you to enforce the skill set required for a job when scheduling the job by o...
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[D](T0162) Summary Tab in the Work Order Window
To enable the summary tab on the work order, change the value of global option 'work_order.summary.s...
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[D](U0020) How should I set up ServiceLedger for flat rate or fixed bid tasks?
For the most up-to-date information on this topic, please review the Task documentation, Getting Sta...
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[D](U0016) How can I change or add schedules in the past?
In the slot schedules (day/week) or the Dispatch Board, it is possible to alter and place schedules ...
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[D](T0123) How do I use or change invoice terms, or create terms that aren't a set number of days?
General UsageServiceLedger has the ability to automatically set an invoice's due date based on a spe...
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[D](U0021) What is task quantity, and when should I use it?
When you are performing a task several times on one work order, you have two options for doing so:
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(U0018) Why do my jobs disappear when I complete them on the time, slot, day, or dispatch views of the scheduler?
When you complete a job, any of its schedules that are in the future are automatically removed. In s...
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(U0019) The Company Overview dates do not start with the first of the month
When the Range of "All" is selected in the Company Overview, the month start and end dates displayed...
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(T0189) How do I wrap or show the whole Item ID if it is cut off when I print reports?
If the Item ID field for items in your database is longer than about an inch, some reports may not b...
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(T0191) I receive error 3010 while installing ServiceLedger
This error message means a portion of the installation was successful, but for various reasons a reb...
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(T0245) The quickbooks link is frozen or not responding, ServiceLedger freezes for 1 minute whenever I use the QB link.
This is caused by a failed connection to Quickbooks. In the task manager, you may notice "SLQu...
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DBE.BAK - Empty Database to be used by Restore Function
If you need to empty your database and having problems with the empty update code, a better and more...
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(T0292) How Do I Display the Work Order Number on the Invoice
ServiceLedger has a custom option you can set that will insert the work order number into the line i...
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Setting All Time Entries to Cost Only
This functionality is only available for ServiceLedger 2010 or higher.
If you are creating time ent...
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(T0333) Printing Barcode Labels from Equipment Records
This functionality is only available in ServiceLedger 2012 or later.This functionality is limited to...
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(U0023) Attaching Equipment to Estimates or Quotes
ServiceLedger 2012 has an option that allows you to attach equipment to estimates or quotes. This fe...
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(T0345) Changing an Item from Non-Inventoried to Inventoried and/or Serialized Inventory
ServiceLedger does not recommend that you change an existing non-inventory part to inventory and/or ...
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(T0330) How to Print Attachments when Printing Jobs or Work Orders
This option is available in ServiceLedger Version 13 - Release 2 or later version. This option...
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(T0342) How Do I Inactivate or Delete an Inventory Location
Deleting an Inventory Location is as simple as hitting the Delete button from the Inventory Location...
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(T0346) Enabling Client Groups
In ServiceLedger 2012, ServiceLedger disabled client estimate groups as a default setting. You...
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(T0357) Storing Attachments Outside the Database Using the Links Method
Preface
This article is about one of several methods of storing attachments outside the database, w...
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(T0358) Storing Attachments Outside the Database Using the Filesystem Method
Preface
This article is about one of several methods of storing attachments outside the database,...
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(T0359) Storing Attachments Outside the Database Using the Hybrid Method
Preface
This article is about one of several methods of storing attachments outside the database,...
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(T0353) QuickBooks Non-Exported Invoices list does not show $0.00 invoices
The QuickBooks Link's Non-Exported Invoices list does not show invoices with a zero dollar total by ...
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(T0355) How to Run Email Notifications Manually
In some circumstances, you will need to run ServiceLedger's email notification system manually.
Bef...
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