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Knowledge base
First Steps for ServiceBox Users
User Guides
7
First Steps of ServiceBox Setup - User Guide
Customizing Your Home Page - User Guide
Step by Step process to use the Help button to find out online informaiton.
Resolving Login Issues on the Support Portal: A Quick Guide
Understanding the New "Remember Me" Feature
View all 7
FAQ
19
Resetting Passwords - FAQ
Google Chrome Location Settings - FAQ
Receiving Money From ServiceBox Payments - FAQ
How ServiceBox Maps Locations - FAQ
Changing Payment Options - FAQ
View all 19
Unit
0
Configuring Your ServiceBox Site
Getting Started
20
Introduction to Settings Configuration
Plan Tab (Features) - Settings Configuration
Plan Tab (Info and Add-ons) - Settings Configuration
Tenant Tab - Settings Configuration
Customer Tab - Settings Configuration
View all 20
User Guides
15
Setting Up Portal Payments - User Guide
Adding New Checklists - User Guide
PriceBooks - User Guide: Custom Pricing for a Customer
Creating New Users - User Guide
How Sales Taxes Work in ServiceBox - User Guide
View all 15
FAQ
19
Uninstalling Accounting Connector for Windows - FAQ
ServiceBox Icons Not Showing in Chrome - FAQ
Auto-Changing to Paid Status When Syncing With Accounting - FAQ
Adding Options to Custom Dropdown Boxes - FAQ
Making Internal Attachments Private - FAQ
View all 19
Advanced Functionality
5
Attachment Improvements - Advanced Functionality
Experimental Features - Advanced Functionality
Multi-Location Enhancement Activation and Management - Advanced Functionality
External Intake Form - Advanced Functionality
The Latest Login Enhancements in ServiceBox
ServiceBox Mobile
Getting Started
2
How to download and login to the App on your Phone - Getting Started
ServiceBox App setup for Field Tech User/Employee
User Guide Technician
4
Setting My Preferences on the App - User Guide
Creating a New Work Order on Mobile - User Guide
Updating and submitting your timesheet using mobile - User Guide
Introduction on Todos on Mobile - User Guide
User Guide Admin
4
Creating and Managing Quotes on Mobile - User Guide
Customize the Wording of the SMS Messages Sent to Customers
Viewing Custom Fields on Mobile App
Troubleshooting Signature Display Issues on Mobile Device in ServiceBox
FAQ
5
App (Inbox) - FAQ 0035
How do I attach a photo on the App
Not receiving mobile notifications
How to verify if the application has permission for location services on both Android and iPhone
Troubleshooting APP Issue for Techs/on Devices
Customers
Getting Started
0
User Guides
8
Billing Contacts - User Guide
Service Reminder - User Guide
Service Reminder Enhancement Feature
How to Create a Customer - User Guide
Adding a Jobsite to a Customer
View all 8
Advanced Functionality
1
How to Use the Auto-Generated Account Number Feature in ServiceBox
FAQ
7
"Name Supplied Already Exists" Error Message - FAQ
Exporting Customer List From QuickBooks - FAQ
Importing/Exporting Customers in ServiceBox - FAQ
Customer- On Hold Feature
Understanding Duplicate Attachments in ServiceBox
View all 7
Contacts
Getting Started
0
User Guides
0
Advanced Functionality
0
FAQ
0
Job Sites
Getting Started
0
User Guides
5
Importing/Exporting Job Sites in ServiceBox
Importing/Exporting Units in ServiceBox
Unit Management - Introducing Enhanced Unit List Screen
Introducing the Enhanced Checklist Screen in ServiceBox
Understanding and Managing Units in ServiceBox for Job Sites
Advanced Functionality
1
Advance Unit Import/Export
FAQ
6
Removing Import of Job Sites in QuickBooks - FAQ
Job Site in Accounting already Linked to Jobsite? - FAQ
Syncing When Parent Customer in ServiceBox Differs From QuickBooks Online - FAQ
Selecting Billing Contact for Job Sites With Multiple Contacts - FAQ
Duplicate Similar Units When Setting Up a Job Site - FAQ
View all 6
Quotes
Getting Started
1
Quote Icons - Getting Started
User Guides
10
Creating and Managing Your Quotes - User Guide
Generating a New Quote From an Existing Quote - User Guide
Using Inventory Items Within a Quote - User Guide
How To Use Quote Templates - User Guide
Deleting Quote Items using Export/Import
View all 10
Advanced Functionality
3
How to Use Quote Approvals - User Guide - Advanced
Quote List Re-write.
Understanding Quote Signatures in ServiceBox: With and Without Quote Approvals
FAQ
7
Finding Missing Quotes - FAQ
How to Edit Quotes - FAQ
Charging a "Lump Sum" for Certain Equipment - FAQ
Change override Quote price to be pretax.
Merging Multiple Quotes or Work Orders - FAQ
View all 7
Work Orders
Getting Started
3
Work Order Icons - Getting Started
Creating Work Orders - Getting Started
Opening an Existing Work Order - Getting Started
User Guides
23
Work Orders - User Guide
Job Costing Work Orders - User Guide
Setting up Work Order Alerts - Settings Configuration
Copying Quote Materials to Work Orders - User Guide
Using Inventory in Work Orders - User Guide
View all 23
Advanced Functionality
2
Setting up Service Charge Codes in Work Orders - Advanced Functionality
Advanced Filter Options in ServiceBox Work Order List Screen
FAQ
24
Work Order Cost Does Not Include Markup Percentage for Unit Costs - FAQ
Scheduling More Than One Technician to Work Orders - FAQ
Scheduling a Technician to a Work Order - FAQ
Can I change the display order of Work Orders? - FAQ
Will the schedule change if Work Order is completed sooner? - FAQ
View all 24
Invoices
Getting Started
1
Invoice Icons - Getting Started
User Guides
11
Invoices - User Guide
Invoice Management - Introducing Enhanced Invoice List Screen
Understanding the Yellow Message: "The Invoice Currently Has a Total of $0" When Generating an Invoice
Apply Credit to Completed Invoices in ServiceBox: A Step-by-Step Guide
Resolving Company Logo Display Issues in ServiceBox Email Invoices
View all 11
Advanced Functionality
1
Helpdesk Article: Invoice and Payment Enhancement Features in ServiceBox
FAQ
18
Invoice statistics are not calculating correctly - FA
Why does the invoice show in ServiceBox but not in QuickBooks? - FAQ 0016
How can I use ServiceBox to "Automate' Invoicing for Service Agreement and Preventative Maintenance Work contracts?
Can I include attachments from a work order to an invoice? - FAQ 0029
Why is my invoice not downloading into accounting? - FAQ
View all 18
Recurring Work
Getting Started
0
User Guides
3
Recurring Work setup for Work Orders - User Guide
Preventative Maintenance - Using Checklist and Reporting on Them
Utilizing Work Notes for Effective Preventative Maintenance and Historical Tracking
Advanced Functionality
0
FAQ
6
Recurring Work Not Generating New Work Orders - FAQ
Recurring Work Orders - "Does Schedule after last closed workorder" work with status' other than closed? - FAQ
What status does a new Recurring Work Order get generated with? - FAQ 0007
Does a Recurring Work Order automatically get added to the scheduler for the appropriate day? - FAQ 0008
Can I schedule reccurring maintenance as a reminder to set up? - FAQ
View all 6
Timesheet
Getting Started
0
User Guides
5
Add Time to a Work Order and Update Employee Time Sheets - User Guide
Initializing Timesheet Period Type - User Guide
How To Use Over Time Types In ServiceBox
Managing Employee Timesheets in ServiceBox: A Comprehensive Guide
How to Set Up and Use the Expenses Feature in ServiceBox
Advanced Functionality
1
ServiceBox Timesheet List Revamp: Old World vs. New World Comparison
FAQ
2
Check In/Out, Work Order Check In/Out and Timesheets
Why my Technician is Unable to Edit the Labor Hours in the T&M Section?
Inventory
Getting Started
0
User Guides
3
Inventory - User Guide
Managing Technician Access to Inventory Information Without Allowing Adjustments
Importing/Exporting Inventory in ServiceBox
Advanced Functionality
0
FAQ
1
Inventory Not Printing the Unit Cost, Quantity, and Total columns - FAQ
Vendor
Getting Started
1
Vendor- User Guide
User Guides
3
Vendors- Accounting Sync with QuickBooks Online
Vendors- Accounting Sync- QuickBooks Desktop
Vendor- Accounting Sync- Sage
Advanced Functionality
0
FAQ
0
Vendor Orders
Getting Started
3
Vendor Order Settings
Vendor Order- How do I place a Vendor Order
Vendor Order- How do I place Vendor order out of a Work Order?
User Guides
7
Vendor Order- Accounting Settings for QuickBooks Online
Vendor Order- Accounting Settings for QuickBooks Desktop or Sage.
Vendor Order- Accounting Sync with QuickBooks Online
Vendor Order- Accounting Sync with QuickBooks Desktop
Vendor Order- Accounting Sync with Sage
View all 7
Advanced Functionality
1
Setting Default Delivery Address for Vendor Orders in ServiceBox
FAQ
4
Why can't I add non inventory items to a vendor order
How do I set the next purchase order number for my vendor order
How can I create Vendor Order with Unit Cost 0 and it doesn't affect my default pricing in ServiceBox?
If a vendor order was input on the wrong customer workorder, is there a way to "re-assign" the vendor order to the correct customer work order?
Reporting
Getting Started
2
Creating Custom Reporting Price Lists - Getting Started
What are Input and Output fields in Reporting Requirement Form
User Guides
7
Global Check Ins and Reporting on Employee activity - User Guide
ServiceBox Introduces: The Account Reconciliation Report
How to Access and Generate Work Order Reports in ServiceBox
How to Access and Generate Quote Report in ServiceBox
How to Access and Generate Customer Reports in ServiceBox
View all 7
Advanced Functionality
0
FAQ
2
View Emails Sent From ServiceBox - FAQ
Exported Report: Numbers Exported as Text instead of Numbers in Excel Export
Notes
Getting Started
1
Note Filters - Getting Started
User Guides
0
Advanced Functionality
0
FAQ
0
To Dos
Getting Started
1
Setting Up To Do Alerts - Getting Started
User Guides
1
To Dos - User Guide
Advanced Functionality
0
FAQ
0
Scheduler
Getting Started
0
User Guides
4
Mastering the Scheduler: A Comprehensive Guide to Efficient Work Order and Event Management - User Guide
Introducing a New Scheduler Feature: Display Work Order Number and Customer Name
Manual Fix for User Color Display Issue in Scheduler
How to Display City/Town Information on Work Order Scheduler in ServiceBox
Advanced Functionality
1
Routing/Scheduling Work Orders close togother
FAQ
5
Viewing Technicians on the Scheduler - FAQ
Extended Events Not Appearing on Calendar - FAQ
How to Schedule Technicians Holidays - Add Scheduled Events
Trouble shooting Sync Issues - QuickBooks Online
Why Changing an Event’s User, Title, or Description Affects All Recurring Events in ServiceBox?
Integrations
Accounting Connector
16
QuickBooks Desktop or Sage- Accounting Connector - Troubleshooting Invoice Issues
QuickBooks Desktop or Sage - Accounting Connector - Accounting Integration Setup
QuickBooks Desktop or Sage -Accounting Connector - Icon disappears or shortcut does not work
QuickBooks Desktop or Sage -Accounting Connector - Is there a recommended way to use the connector?
QuickBooks Desktop or Sage - Accounting Connector - When I run the sync I am getting a screen that lists conflicts, what am I supposed to do?
View all 16
ServiceBox Payments
9
Accepting Payments in ServiceBox
Paysafe Mechancant Account Application Status' Meanings
Paysafe Merchant Services's Approach to PCI DSS Compliance
ServiceBox Payments - Getting a Merchant Account for your Business
ServiceBox Payments - Handpoint Devices - Overview
View all 9
ServiceBox Marketplace
1
ServiceBox Marketplace - Overview
QuickBooks Online
Getting Started
7
Configuration for QuickBooks Online - Getting Started
QuickBooks Online - Import Materials from QuickBooks Online
Using QuickBooks Online Projects with ServiceBox - Getting Started
Could not find invoice
Invoice Error : Invoice {12345-1} has a zero dollar amount. Mark as void in ServiceBox to avoid rechecking.
View all 7
User Guide
20
Import Invoice Notes to QuickBooks Online - User Guide
QuickBooks Online - Sync Invoices to QuickBooks Online?
Testing QuickBooks Online Integration Flow - User Guide
Error Syncing Invoice: Transaction with inventory products can't be dated earlier than the Inventory start date of the product.
Errors syncing invoice: Field Line.SalesItemLineDetail.TaxCodeRef has the following error Valid line TaxCodes for US should be TAX or NON. Supplied value: 4
View all 20
FAQ
25
Exporting Invoices to QuickBooks Online - FAQ
Importing from QuickBooks Online - FAQ
QuickBooks Randomly Disconnecting - FAQ
Why am I getting a Validation Exception for 'The account period has closed"
How do I mark an invoice as Paid in QuickBooks Online?
View all 25
QuickBooks Desktop
Getting Started
9
QuickBooks Desktop - Integration with ServiceBox - Accounting Requirements and Setup
Handling Tax Codes and Tax Levels for USA Users - Getting Started
Troubleshooting QuickBooks Timesheet Import - Getting Started
Requirements for Integrating QuickBooks with ServiceBox - Getting Started
QuickBooks Desktop Accounting Connector Set Up - Getting Started
View all 9
User Guide
28
QuickBooks Desktop - Mapping Revenue Accounts
QuickBooks Desktop - Handling Customer Job Info Using Accounting Connector
QuickBooks Desktop - Integration with QuickBooks Payroll
QuickBooks Desktop - Import Invoice Notes to QuickBooks
QuickBooks Desktop - Re-exporting a ServiceBox Invoice To QBD
View all 28
FAQ
10
How to find QuickBooks Desktop File - FAQ
Object reference error while trying to connect to the QuickBooks Desktop.
Error " Unhandled Exception has occurred in your application. Value can't be null. Parameter name: Source"
Parent not found for jobsite message
A customer exists with the same name as vendor...
View all 10
Sage 50 (Canada)
Configuration
4
Sage - Accounting Connector
Sage 50- Payment Options
Sage 50 Canada - Unable to open company file
Setup Sage Accounting Connector
User Guide
21
Sage - Why did the Invoice not transfer to Accounting when Job Site did?
Sage - Error when opening Accounting Connector - The company file cannot be opened because it's version (xx.xx.x.x) is not compatable
Sage - Unhandled exception has occurred in your application
Sage - Accounting connector error Version mismatch
Sage - Message: "Invoice Not Found for Customer" or "Could not find customer for ..."
View all 21
FAQ
7
Error Message on Sync when using Sage Drive - FAQ 0017
How to find your company Sage 50 file - FAQ 0033
FAQ - Sage 50 Remote Data Access (Sage Drive)
Error Message: You are attempting to run the connector against a Sage file other than the last opened file. This is not valid. Please make sure the file set up in Settings is the file you want to sync to.
Addressing Sync Issues with Older Versions of the Connector and Sage in ServiceBox
View all 7
Videos
Video's
1
ServiceBox Desktop - Learning Videos
Printing
Getting Started
1
Custom Printing Policy and Price List
Data Services
FAQ
7
Importing Data into Service Box from Jobber
Data Import Services In Service Box
Data Services Costing Document
Data Import from Sage 300
Data Import Process from Service Titan to ServiceBox
View all 7
