Support Documents

Introduction to Units in ServiceBox

ServiceBox offers a robust feature that allows service providers to manage and track units at various job site locations. This functionality is particularly useful for keeping detailed records of equipment, such as rooftop units in a building, including their filters, make, model, and other pertinent details.

Navigating to Units within a Customer's Job Site

To access the units associated with a job site, you need to navigate through the customer's profile to their specific job site locations. Each job site can contain multiple units, which can be managed individually.

Detailed Unit Management

Once you are within a job site, ServiceBox provides a comprehensive view of the site's details, including contract expiration dates and the units linked to that site. 

Each job site can contain multiple units, which can be managed individually. 

For example, you might see a basement furnace listed as a unit with its own set of details:

• Description
• Location
• Make and model
• Serial number

Custom Fields and Contract Types

ServiceBox allows you to customize the information you track for each unit. You can create fields for warranty information, designate contract types, set contract amounts, and define service intervals. This customization ensures that all necessary data is captured and easily accessible.

Go to Settings to add custom fields

Checklist Creation, To-Dos and Attachments for Units

For efficient maintenance and service, you can create checklists specific to each unit. These checklists can be integrated into work orders, ensuring that all necessary checks are completed for that particular unit. 

To-dos can be set up for regular tasks associated with a unit, such as warranty checks or routine maintenance. ServiceBox's to-do functionality helps keep these tasks organized and on schedule.

Attachments are another valuable feature, allowing you to add pictures and documents directly to a unit's record. This helps maintain a visual and documentary history of the unit's condition and any services performed.

Click on appropriate tabs to view/create/add checklists, To Dos, Notes and attachments

Utilizing Units in Work Orders

Incorporating unit details into work orders is straightforward in ServiceBox. You can select a unit when entering notes or even add a new unit directly from the work order interface.

Conclusion

The unit management feature in ServiceBox is a powerful tool for businesses that require detailed tracking and management of equipment at job sites. It provides a structured and organized way to maintain all necessary information, from warranty details to service schedules. If you have any questions or need further assistance with units in ServiceBox, the support team [email protected]