Get Started

If you are new to ServiceBox this is the place to come. The videos below will give you a clear introduction on how ServiceBox works so you can more easily utilize ServiceBox in your day to day operations.

ServiceBox Overview

In this video we'll go over the main sections of ServiceBox Desktop so you can find your way around. For more detailed functionality check out some of the videos below.

13 min

Work Order Overview

The work order is the heart of ServiceBox and is where all of the work is done on a daily basis. Start here to get a good handle of how you can use the Work Orders to get work done clearly and cleanly.

12 Min

Customer, Job Site and Units

This video goes over the different sections of Customers and how to view customer data. You will also find out how Job sites are related to customers and how easy it is to find historical information.

4 Min

Quoted Jobs Workflow

A major part of your service business is the ability to create a quote and submit that quote to the customer. This video will show the steps it takes from the quote, completing the work and billing the customer.

7 Min

Scheduler Overview

The schedule is an important part of your company getting their work completed. We will show how to schedule multiple techs to a job.

2 min

Recurring Work Orders Overview

In this video we introduce the recurring work orders and how they work to help you create work orders on a schedule. Everything you need to know about recurring work orders is here.

3 Minutes

Inventory Overview

Need to keep track of inventory in your organization? This video will show quickly the inventory section and how you can keep track of your inventory remotely.

3 min

Maps, Timesheets, To Dos Overview

This video quickly will show how you can view your technicians locations using maps, keep track of tasks by using the to dos and how techs can submit time using the timesheet.

5 Minutes