Thank you for purchasing ServiceCEO® and welcome to the Insight Direct family! Since ServiceCEO is so customizable and powerful, there is a lot to learn before you start using it to run your business. Have no fear! The following document is designed to walk you through everything you need to do to get ServiceCEO up and running, including all configuration information, product and service management, security, and much more.
If you notice that some of the screenshots in this manual may contain fields or data that are not present in your application (or, vice versa—your application contains fields or data not present in this manual), one of two reasons could account for this discrepancy:
Program Updates. The Insight Direct team is continually making updates and improvements to the program. While we will make every effort to update this manual to reflect the changes in every release of ServiceCEO, at times these changes may not be immediately present in our documentation. (For the most up-to-date topics, please use the online ServiceCEO Help System, located at http://support.insightdirect.com/help/welcome.htm.) Alternatively, if you are running an older version of ServiceCEO, you may not see the most recent upgrades that are reflected herein.
Active Functionality. Some sections of ServiceCEO will have extra tabs or fields depending on if you are using certain segments of the program. For example, if you enable Inventory Management, you will see, among other changes, an Inventory icon on ServiceCEO’s Navigator bar.