Work Orders and Scheduling

The heart of ServiceBox is our ability to manage work for your organization. Find out how to create work orders and understand why all of the different features exist so you be more efficient.

Work Order Time and Materials Workflow

In this video we will go over how to quickly create a new time and materials work order.  This gives an overview of how to do this and is a good place to start to understand the Work Order workflow.

13 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

Schedule Multiple Technicians to a Work Order

This video will show how to utilize the dispatcher mode in the scheduler to add multiple technicians to a work order.  

2 Min

Create non work order events on the scheduler

Sometimes there is a need to create events for other work that isn't related to a work order.  You can create events and schedule multiple technicians to an event.  This way you can block out holidays, dentist appointments, quotes etc.  Find out more in the video.

2 Min

Create new Work Orders directly from the Scheduler

Need to create work orders on demand on the scheduler?  We can do this.  Open up the Scheduler and click on a time slot to create a new work order.  Know who to create the job for schedule them directly from the dispatcher mode.

2 Min

Creating a New Work Order for a Customer

In this video find out how to create a new work order for a customer.

2 Min

How to use Job Costing to keep track of project costs

Did you know that ServiceBox has a built in function called Job Costing that allows you to keep track of expenses and profit?  If not check this out to find out how to use this function in your day to day.

5 Min

Using Notes for improved communication

Find out how to use Notes inside of a work order to improve customer and employee communication.

5 Min

Add Checklists to Work Orders

For most companies the need to create repeatable process is high.  With our checklists you can create forms that include check boxes, drop downs, multi select, titles, large text boxes and small text boxes.  You can even have an employee sign to verify it is completed.  Once done you can share the completed checklist with a customer.

5 Min

Adding pictures to a work order and send to the customer

Keep track of the work that is done at a job by taking pictures of the before and after of the job.  Once added you can include these pictures in the work order print out or the invoices.  Find out more in this video.

3 Min 

Find out how to change a time slot from one user to another

If you have multiple technicians and you are scheduling jobs regularly you may need to change one slot to another tech.  This video shows you how.

3 Min

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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