At ServiceBox we’re constantly improving the software based on feedback from our customers. Occasionally we implement features that are “experimental” so that some of our customers can try them out and provide feedback before they’re generally available. Here’s our latest experimental features...which can be accessed by sending a request to [email protected]:
Multiple Locations
This feature allows a user to specify a “location” for a quote, invoice or work order. Selecting a location will override the name and address printed on those items for the company. This will be especially useful for companies that have multiple locations and want to print these items with the one specified. You will be able to setup new locations in Settings and select the location to use on Quotes, Work Orders and Invoices (see below).
Copy Work Order Button
This feature will add a button onto a work order that will copy its information to a new work order. The data and materials on the first page are copied right away, and upon the work order’s first save the material items on the second tab are also copied. This feature will be useful to companies that want to be able to create “templated” work orders with data that needs to be replicated from work order to work order.
Billing Contact
The billing contact feature will allow the user to add “billing” contacts onto a customer or job site. At the invoice level, the user will be able to select one of these contacts to print in the 'bill to' area rather than the normal customer information.
This will be useful to customers that have a Job Site and Work Order related to one customer, but require the billing to go to a different name and address.
Generate Purchase Order Number
When clicking on a Work Order, you will be able to generate a Purchase Order Number by clicking on the Time and Materials (T & M). The purchase order section (shown in the screenshot below), is at the bottom of the T & M page.
This feature will change the purchase order number in the purchase order section to be a generated number. When a new purchase order is added into the system a number will be generated in the same way work order numbers are generated. This number will not be editable after it is added. The start number for purchase orders will be configurable in settings.
