{"id":3145,"date":"2026-08-17T11:23:45","date_gmt":"2026-08-17T11:23:45","guid":{"rendered":"https:\/\/simplygest.cloud\/academy\/?p=3145"},"modified":"2026-08-19T11:52:05","modified_gmt":"2026-08-19T11:52:05","slug":"gestion-de-servicios-tecnicos-con-el-modulo-sat-de-simplygest-cloud","status":"publish","type":"post","link":"https:\/\/simplygest.cloud\/academy\/gestion-de-servicios-tecnicos-con-el-modulo-sat-de-simplygest-cloud\/","title":{"rendered":"Gesti\u00f3n de Servicios T\u00e9cnicos con el M\u00f3dulo SAT de SimplyGest Cloud"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">En este art\u00edculo te explicamos c\u00f3mo funciona el SAT de SimplyGest Cloud<\/h3>\n\n\n\n<p>NOTA: Consulta qu\u00e9 planes incluyen esta funcionalidad<em> <\/em>de forma gratuita o mediante la contrataci\u00f3n de un <em>addon <\/em>opcional de pago.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"436\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-1024x436.png\" alt=\"\" class=\"wp-image-3146\" style=\"width:750px;height:auto\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-1024x436.png 1024w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-300x128.png 300w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-768x327.png 768w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-1536x654.png 1536w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image.png 1595w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>La <strong>gesti\u00f3n de talleres, servicios de reparaciones, etc.<\/strong> requiere un sistema de gesti\u00f3n diferente al de un simple software de facturaci\u00f3n. Por ese motivo hemos creado el <strong>M\u00f3dulo SAT<\/strong>, opcional, con el fin de facilitar la gesti\u00f3n de incidencias y reparaciones, con seguimiento, cronolog\u00eda, partes de trabajo, facturaci\u00f3n, etc.<\/p>\n\n\n\n<p>Su funcionamiento es sencillo e intuitivo, manteniendo siempre el mismo dise\u00f1o y estilo que el del resto de la <em>app, <\/em>para entender su funcionamiento en solo un minuto.<\/p>\n\n\n\n<p>Crea nuevos servicios\/incidencias f\u00e1cilmente con el bot\u00f3n \u00ab<strong>Crear nuevo<\/strong>\u00ab, indicando los datos b\u00e1sicos del servicio\/reparaci\u00f3n:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"838\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-1-1024x838.png\" alt=\"\" class=\"wp-image-3147\" style=\"width:662px;height:auto\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-1-1024x838.png 1024w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-1-300x246.png 300w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-1-768x629.png 768w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-1.png 1147w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>Entre los datos b\u00e1sicos del servicio, podremos indicar:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Cliente<\/li>\n\n\n\n<li>Estado (en diagn\u00f3stico, recibido, etc.)<\/li>\n\n\n\n<li>T\u00e9cnico\/Usuario responsable<\/li>\n\n\n\n<li>Prioridad<\/li>\n\n\n\n<li>Art\u00edculo relacionado, opcional (si es un art\u00edculo de nuestro stock)<\/li>\n\n\n\n<li>Equipo, Marca y Modelo<\/li>\n\n\n\n<li>N\u00famero de Serie<\/li>\n\n\n\n<li>etc.<\/li>\n<\/ul>\n\n\n\n<p>En la pesta\u00f1a Problema\/Diagn\u00f3stico indicaremos los datos sobre el origen del problema:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"672\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-2-1024x672.png\" alt=\"\" class=\"wp-image-3148\" style=\"width:678px;height:auto\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-2-1024x672.png 1024w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-2-300x197.png 300w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-2-768x504.png 768w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-2.png 1136w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\">\n<li>Aver\u00eda comunicada<\/li>\n\n\n\n<li>Diagn\u00f3stico inicial<\/li>\n\n\n\n<li>Soluci\u00f3n \/ trabajo realizado<\/li>\n\n\n\n<li>Observaciones<\/li>\n<\/ul>\n\n\n\n<p>Podremos incluso usar el micr\u00f3fono del equipo\/dispositivo m\u00f3vil para <strong>dictar el texto en lugar de tener que escribirlo<\/strong>:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"629\" height=\"670\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-3.png\" alt=\"\" class=\"wp-image-3149\" style=\"width:541px;height:auto\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-3.png 629w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-3-282x300.png 282w\" sizes=\"(max-width: 629px) 100vw, 629px\" \/><\/figure><\/div>\n\n\n<p>Podemos <strong>adjuntar varias fotos y archivos externos<\/strong> como informaci\u00f3n adicional para el servicio:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"602\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-4-1024x602.png\" alt=\"\" class=\"wp-image-3150\" style=\"width:612px;height:auto\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-4-1024x602.png 1024w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-4-300x176.png 300w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-4-768x452.png 768w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-4.png 1141w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>Consulta de un vistazo la <strong>cronolog\u00eda\/historial<\/strong> de un servicio a simple vista: alta, modificaciones, fecha del presupuesto\/factura, etc.:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"539\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-5-1024x539.png\" alt=\"\" class=\"wp-image-3151\" style=\"width:746px;height:auto\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-5-1024x539.png 1024w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-5-300x158.png 300w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-5-768x404.png 768w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-5.png 1143w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>Elige entre <strong>varios dise\u00f1os de Parte de Trabajo disponibles<\/strong> y config\u00faralo a tu gusto con tus colores, pie de p\u00e1gina o incluso indica si quieres incluir las fotos asociadas al servicio, etc.:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"812\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-6-1024x812.png\" alt=\"\" class=\"wp-image-3152\" style=\"width:592px;height:auto\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-6-1024x812.png 1024w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-6-300x238.png 300w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-6-768x609.png 768w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-6.png 1138w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p><strong>Personaliza el email<\/strong> que se env\u00eda al cliente con el parte de trabajo:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"648\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-7-1024x648.png\" alt=\"\" class=\"wp-image-3153\" style=\"width:704px;height:auto\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-7-1024x648.png 1024w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-7-300x190.png 300w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-7-768x486.png 768w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-7.png 1135w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p><strong>Imprime o exporta el listado<\/strong> de servicios, eligiendo las columnas que quieras incluir:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"796\" height=\"527\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-8.png\" alt=\"\" class=\"wp-image-3154\" style=\"width:666px;height:auto\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-8.png 796w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-8-300x199.png 300w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-8-768x508.png 768w\" sizes=\"(max-width: 796px) 100vw, 796px\" \/><\/figure><\/div>\n\n\n<p>Muestra un <strong>resumen y estad\u00edsticas<\/strong> b\u00e1sicas sobre los estados y obt\u00e9n <strong>informes y gr\u00e1ficos<\/strong> completos:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"302\" height=\"445\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-11.png\" alt=\"\" class=\"wp-image-3159\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-11.png 302w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-11-204x300.png 204w\" sizes=\"(max-width: 302px) 100vw, 302px\" \/><\/figure><\/div>\n\n\n<p>Adem\u00e1s, los informes, listados y gr\u00e1ficos relacionados con el M\u00f3dulo SAT estar\u00e1n tambi\u00e9n disponibles desde el apartado Informes de SimplyGest Cloud:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"502\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-12-1024x502.png\" alt=\"\" class=\"wp-image-3161\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-12-1024x502.png 1024w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-12-300x147.png 300w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-12-768x377.png 768w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-12-1536x754.png 1536w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-12.png 1718w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>Crea <strong>presupuestos, albaranes o facturas a partir de un servicio realizado<\/strong>, personalizando el importe o incluso a\u00f1adiendo m\u00e1s art\u00edculos\/servicios adicionales al documento manualmente, teniendo en cuenta si est\u00e1 o no en garant\u00eda, etc.:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"626\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-10-1024x626.png\" alt=\"\" class=\"wp-image-3156\" style=\"width:688px;height:auto\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-10-1024x626.png 1024w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-10-300x183.png 300w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-10-768x469.png 768w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-10.png 1136w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p><strong>Preparado para <a href=\"https:\/\/simplygest.cloud\/academy\/asi-funciona-la-integracion-de-simplygest-cloud-con-verifactu\/\">VeriFactu<\/a><\/strong>, ya que el flujo de facturaci\u00f3n se realiza desde la propia <em>app <\/em>general.<\/p>\n\n\n\n<p>Personaliza los diferentes \u00ab<strong>Estados<\/strong>\u00bb por los que pueda pasar un servicio\/incidencia de forma sencilla, con tus propios colores e indicando qu\u00e9 estado es el estado predeterminado inicial y cual (o cuales) los posibles estados \u00abfinales\u00bb:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"666\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-13-1024x666.png\" alt=\"\" class=\"wp-image-3165\" style=\"width:714px;height:auto\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-13-1024x666.png 1024w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-13-300x195.png 300w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-13-768x500.png 768w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-13.png 1136w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>Solicita la <strong>conformidad del cliente<\/strong> con el servicio realizado mediante una <strong>firma manuscrita o en papel<\/strong>:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"515\" height=\"585\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-14.png\" alt=\"\" class=\"wp-image-3166\" style=\"width:383px;height:auto\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-14.png 515w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-14-264x300.png 264w\" sizes=\"(max-width: 515px) 100vw, 515px\" \/><\/figure><\/div>\n\n\n<p>A\u00f1ade opcionalmente en el parte de trabajo la <strong>firma\/sello de Empresa<\/strong>, la <strong>firma manuscrita del cliente<\/strong> o firma el PDF del parte con tu <strong>certificado digital<\/strong>:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"833\" height=\"572\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-15.png\" alt=\"\" class=\"wp-image-3167\" style=\"width:551px;height:auto\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-15.png 833w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-15-300x206.png 300w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-15-768x527.png 768w\" sizes=\"(max-width: 833px) 100vw, 833px\" \/><\/figure><\/div>\n\n\n<h3 class=\"wp-block-heading\">Compatible con el Portal de Clientes<\/h3>\n\n\n\n<p>Por supuesto, el SAT de SimplyGest Cloud es compatible con tu <strong><a href=\"https:\/\/simplygest.cloud\/academy\/personaliza-un-portal-de-clientes-para-tus-clientes\/\">Portal de Clientes<\/a><\/strong>. Tus clientes podr\u00e1n consultar todos los partes de trabajo desde el Portal, si lo tienes habilitado:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"371\" src=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-16-1024x371.png\" alt=\"\" class=\"wp-image-3170\" style=\"width:726px;height:auto\" srcset=\"https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-16-1024x371.png 1024w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-16-300x109.png 300w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-16-768x278.png 768w, https:\/\/simplygest.cloud\/academy\/wp-content\/uploads\/2026\/08\/image-16.png 1509w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>Adem\u00e1s, tus clientes podr\u00e1n firmar\/aceptar los partes de trabajo pendientes de firma si as\u00ed lo has configurado en el SAT. Si un parte de trabajo a\u00fan no ha sido firmado o aceptado, <strong>tus clientes podr\u00e1n firmarlos desde el Portal<\/strong> f\u00e1cilmente.<\/p>\n\n\n\n<p>Si un parte de trabajo tiene un presupuesto asociado, tus clientes podr\u00e1n consultarlo f\u00e1cilmente desde el Portal, e incluso aceptarlo\/firmarlo sobre la marcha<\/p>\n","protected":false},"excerpt":{"rendered":"<p>En este art\u00edculo te explicamos c\u00f3mo funciona el SAT de SimplyGest Cloud NOTA: Consulta qu\u00e9 planes incluyen esta funcionalidad de forma gratuita o mediante la contrataci\u00f3n de un addon opcional de pago. La gesti\u00f3n de talleres, servicios de reparaciones, etc. requiere un sistema de gesti\u00f3n diferente al de un simple software de facturaci\u00f3n. Por ese [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[15,5,21],"tags":[],"class_list":["post-3145","post","type-post","status-publish","format-standard","hentry","category-addons-y-modulos-opcionales","category-clientes","category-sat-gestion-de-servicios-tecnicos"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Gesti\u00f3n de Servicios T\u00e9cnicos con el M\u00f3dulo SAT de SimplyGest Cloud | SimplyGest Cloud Academy<\/title>\n<meta name=\"description\" content=\"Gesti\u00f3n de Servicios T\u00e9cnicos con el M\u00f3dulo SAT de SimplyGest Cloud | Addons, M\u00f3dulos opcionales e integraciones de terceros | SimplyGest Cloud Academy\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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