Customers and Job Sites

The videos below are focused on specific features related to Customers, Contacts and Job Sites. Everything you need to know about historical customer or job information you can find below.

How to Find Customers and Job Sites Quickly

In this video we will go over how to quickly locate customers inside of ServiceBox using built in search functionality.

2 min

Easy ways to create customers and job sites

We built ServiceBox so you can do your work quickly and the way that you want to. In this video find out how to create customers and job sites quickly.

3 min

Using ServiceBox to handle Sales Activities

Though ServiceBox isn't built to be a full feature CRM, you can use ServiceBox to handle sales activities and follow ups.

3 min

Setting default taxes or pricebooks for customers or job sites

Do your customers have different tax rates? In ServiceBox you can set the default taxes for each customer or even at the job site level.

Require preferred pricing for some customers use price books to set up a special price list for customers. Find out more here.

3 Min