Smart Service will automatically send any new information from the office to iFleet on a set interval. For the best results, this interval should be set to 10 minutes.

This setting determines how many days in advance worth of jobs will be displayed to iFleet users. Choosing 1 will display jobs scheduled for today. Choosing 2 will allow users to see jobs scheduled for today and tomorrow, and so on.

Any jobs scheduled for previous dates will appear on the device for 60 days or until the office posts the job to QuickBooks.

You can control how many previous visits to a customer iFleet can see. You have the option of seeing 10,20, or 30 previous visits with no limit on how long ago the visit occurred. 

Only check this setting if you’ve already uploaded a custom PDF to each of your iFleet devices. If you’d like more information on custom work orders, visit the article here.

If this setting is checked, iFleet will only see one job at a time. Once that job is completed, the next scheduled service will be sent to them. As an additional note, this setting will also prevent iFleet users from seeing their last service. Generally this setting is paired with selecting 1 day’s worth of jobs sent to iFleet so the user doesn’t continue working on the next day’s schedule.

This setting allows you to limit when a job resend occurs, so long as the technician has started their production time with a clock in to the job. 

In iFleet, you have a billing and a service address. The service address is the job site, and where all navigational features take you. The billing address is the address the office sends the invoice to. If you are collecting payment in the field, you may wish to display the billing address to ensure you’re collecting from the right person.

If you have our texting module, you can create a text template to be sent to your customer when the iFleet user taps “Start Traveling to Job” in iFleet. Once this box is checked, click the “Template” option to the right to design your message.

When building the message template, you can right click to add custom fields such as ” [ifleetCustomerFirstName]” so you can address your customer by name. There are several fields available for the template, so be sure to check them out!

Customer notes are also known as private notes, notes that can be displayed to iFleet but never the customer. If you’d like to pass notes about a specific customer to your iFleet users discreetly, check this setting.

Most companies will choose to leave this setting unchecked. A common misconception is that this setting will allow technicians to make notes; your technicians can take notes regardless of this setting as its true purpose is to allow iFleet to edit notes written by the office. If you want your technicians to make notes, but not erase the instructions you gave them, leave this option unchecked.

If your company orders products from vendors to complete services, you should enable this option. This allows iFleet to create a purchase order that will be synced back to Smart Service and QuickBooks. Think of this as the ability to create a shopping list from iFleet. Your office can review these orders and place the actual request from the vendor.

Equipment is defined as anything your customer owns that your company services. Model number is always an optional field in iFleet, but checking this setting will make an entry required when entering equipment. If the equipment in question already has a model number, of iFleet is not working on that equipment this visit, iFleet won’t force you to gather the information.

If the equipment in question does not have a model number, or your iFleet user cannot find the model number, you have the option of adding “N/A” to bypass the requirement.

Equipment is defined as anything your customer owns that your company services. Serial number is always an optional field in iFleet, but checking this setting will make an entry required when entering equipment. If the equipment in question already has a model number, of iFleet is not working on that equipment this visit, iFleet won’t force you to gather the information.

If the equipment in question does not have a model number, or your iFleet user cannot find the serial number, you have the option of adding “N/A” to bypass the requirement.

This setting is only applicable if you have inventory items in QuickBooks. Your cost (what you pay to buy the item) can be hidden from iFleet users with this setting. If you enable this and the purchase order setting, cost will remain visible on purchase orders only.

This allows you to create a notification template for the customer as the technician begins travel.

Allows you to draft a template once a job has been completed that will send out to customers.

This permission allows you to create a template that will go out to customers once an estimate has been completed.