Desktop - How to Videos
As ServiceBox continues to evolve and improve we wanted to provide a place where you can go to quickly find to learn more about how to use ServiceBox more effectively.
Below you will find sections that correspond to specific areas of ServiceBox.
Getting Started
This is the place to start if you want an overview of all of the ServiceBox features. This will help you understand the product well. Take 30 minutes and get clear on the basics.
Highlights
Go to this page if you want to find the latest and greatest features and functionality. Our goal is to keep you informed so you can see all of the awesome new things we have created inside of ServiceBox.
Customers and Job Sites
Find out how easy it is to work with customers and job sites inside of ServiceBox. This is the place to go if you want to know how to locate customers, configure price books, and to view history. Everything about customers, job sites and contacts is here.
Quotes
Need to create quotes or estimates for your business, then this section is the place for you. Find out how to generate and price a quote, manage quotes, email customers, generate work orders from a quote and other valuable info for the quote.
Work Orders and Scheduling
Need to create a Work Order, then this section is the place for you. Find out how easy it is to create, schedule, add notes, add checklists, manage, email customers, and generate invoice from Work Order.
Invoices and Payments
Need to create quotes or estimates for your business, then this section is the place for you. Find out how to generate and price a quote, manage quotes, email customers, generate work orders from a quote and other valuable info for the quote.
Preventative Maintenance
In this section we will go over all of the different ways that ServiceBox handles ongoing maintenance. With details on how to use checklists, units, reporting, contracts and recurring work. If you do ongoing maintenance this is the place to start.
Time Tracking and Expenses
Did you know ServiceBox has multiple ways to track employee time for the work that they do in a week? Have employees that go away and charge expenses. You can manage these easily within ServiceBox.
To dos
Get things done with to dos inside of ServiceBox. Find out about how to effectively get work done daily and how to assign tasks to your team so they are getting work completed! Everything you need to know about To dos can be found here.
Purchasing
Manage Vendors and Vendor Orders (Purchase Orders) through ServiceBox to purchase materials for inventory or at the job.
QuickBooks Online Integration
ServiceBox can integrate seamlessly with your QuickBooks online site so you can import from ServiceBox your Customers, Job Sites, Materials, Invoices, Payments and Timesheets.
Sage 50 Integration
ServiceBox can integrate seamlessly with your Sage 50 accounting software so you can import from Servicebox your Customers, Job Sites, Materials, Invoices and Payments.
QuickBooks Desktop Integration
ServiceBox can integrate seamlessly with your QuickBooks Desktop Site so you can import from ServiceBox your Customers, Job Sites, Materials, Invoices, Payments and Timesheets.
If you have any additional questions or want to see a video here please let us know through the help button.
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