Support Documents

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

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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

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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

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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