Serwico introductory webinar – 17.01.2024

System Versions

• Serwico is available in Solo and Business versions [00:00].
• The Business version allows for multiple users, including internal service technicians and external subcontractors [00:08].
• It also allows for integration with other systems, such as Google Calendar and Safestar [00:30].
• The Solo version is for single users who act as administrators, technicians, and managers [01:10].

Account Creation and Login

• Accounts can be created on the Serwico website [01:31].
• There is a login option for existing accounts [01:40].
• The direct link to the system is Apps.serwico.com [01:52].

Dashboard

• The dashboard provides quick access to tools like orders, clients, objects, notifications, and recent orders [02:10].

Clients and Objects

• The system starts with creating clients, as objects cannot exist without them [02:49].
• Client information includes name, address, email, and phone number [03:31].
• Addresses can be geolocated [03:51].
• Contact persons can be added to clients [05:39].
• Client lists can be exported and imported [06:00].
• Objects are added to clients and can be marked as active or inactive [06:21].
• Objects can have external identifiers, such as contract numbers [07:29].
• Tags can be used to profile orders, such as required equipment or regional information [07:37].
• Object addresses are crucial for technician navigation [09:06].
• Contact persons can also be added to objects [09:29].

Equipment

• Equipment can be added to objects, creating a hierarchical structure [10:00].
• Systems can have elements, and elements can have sub-elements [11:00].
• Equipment details include status, type, warranty, serial number, and description [11:29].
• Descriptions can include login information and port numbers [12:14].
• Attachments, such as photos and documentation, can be added to objects [13:29].
• Order and maintenance tabs are available within objects [13:42].

Orders

• The main workspace for administrators and managers [14:37].
• Filters can be used to display specific orders [14:59].
• Orders can have multiple visits [16:28].
• Visits can be for inspections or service [18:14].
• Orders are created by selecting a client, object, and the person reporting the issue [18:37].
• Orders can be tagged with requirements, such as specific skills or equipment [19:07].
• Order types and priorities can be set [19:48].
• Attachments and related equipment can be added to orders [20:28].
• Due dates can be specified for orders [20:58].
• Technicians are assigned to visits, with the system suggesting the best match based on skills [21:29].
• Technician availability can be checked in the work schedule [22:43].
• Order status can be automatically updated when a visit is assigned [23:16].
• Technicians receive notifications in the mobile app [23:48].
• The map feature shows object locations and nearby orders [24:28].
• This helps in assigning technicians to nearby jobs [25:58].
• Work schedules show assigned visits in a calendar view [27:46].

Recurring Orders

• Recurring orders can be set up for regular maintenance [27:57].
• These can be scheduled at various intervals [28:27].
• The system allows for flexible scheduling, such as on a specific day of the month or after a certain period from the last visit [28:47].
• A lead time can be set for when the order appears in the system [29:14].
• Rates and assigned technicians can be specified for recurring orders [30:23].

Subcontractors

• The system supports integration with subcontractors [30:37].
• Subcontractors can have their own Serwico accounts [30:48].
• Orders can be assigned to subcontractors [31:06].
• Subcontractors can accept or reject orders [32:09].

Mobile App

• Technicians use a mobile app to manage their visits [33:18].
• The app shows assigned orders and visit details [34:06].
• Technicians can start and complete visits in the app [34:46].
• They can add photos, notes, and change the status of a visit [35:13].
• The app allows for generating and sending reports to clients [35:56].
• Clients and technicians can sign off on the report in the app [36:56].
• The app also provides access to the technician’s schedule and navigation to the object [37:55].

Web Interface

• The web interface offers similar functionality to the mobile app [38:29].
• Reports can be printed from the web interface [39:11].
• Custom logos and notes can be added to reports [39:26].

Administration

• The administration section allows for configuring various system settings [40:34].
• This includes order types, priorities, equipment statuses, and report templates [40:50].
• It also allows for managing technician skills and regional assignments [41:26].

Reports

• The system offers various reporting options [41:49].
• Reports can be generated for orders, visits, and technicians [41:57].
• These reports can be filtered by various criteria [42:15].

Safestar Integration

• Serwico can be integrated with Safestar, a security monitoring system [42:56].
• Safestar objects are displayed in Serwico [43:07].
• Orders for Safestar objects can be created in Serwico [43:35].
• Operators in Safestar can also report service requests [43:54].
• These requests are then visible in Serwico [44:57].
• Priority requests can be flagged for immediate attention [45:26].
• Operators can view the status of service requests in Safestar [46:05].
• There are different modes for adding orders, including direct input, operator-generated, and priority-based [47:07].