Getting Started

Inventory Tab - Settings Configuration
Summary This article will summarize the features of the Inventory Tab in your ServiceBox settings.  What is a ServiceBox Inventory? We view inventory ...
Mon, 29 Jan, 2024 at 1:35 AM
Taxes Tab - Settings Configuration
Summary This article will summarize the features of the Taxes Tab in your ServiceBox settings.  Taxes Tab This Tab has information related to Taxes th...
Mon, 29 Jan, 2024 at 10:11 AM
Quotes Tab - Settings Configuration
Summary This article will summarize the features of the Quotes Tab in your ServiceBox settings.  Quotes Tab: Settings As shown in the screenshot below...
Wed, 30 Oct, 2024 at 8:21 PM
Invoice Tab - Settings Configuration
Summary This article will summarize the features of the Invoices Tab in your ServiceBox settings.  Invoice Tab: Statuses In this subsection, you are able...
Mon, 10 Jul, 2023 at 11:48 AM
Checklists Tab - Settings Configuration
Summary This article will summarize the features of the Checklists Tab in your ServiceBox settings.  Checklists Tab: Checklists This subsection ...
Mon, 29 Jan, 2024 at 2:00 AM
Email Setup - Settings Configuration
Your business emails need to get where they’re going, but it’s becoming more and more challenging to ensure that transactional emails don’t get caught up in...
Fri, 5 Aug, 2022 at 8:27 AM
Managing Basic User Access - Security Settings Configuration
Summary This guide is designed to assist you in tailoring the access levels for basic users within your ServiceBox. By referencing the provided screenshots...
Wed, 13 Mar, 2024 at 1:07 PM
Features of ServiceBox - Getting Started 0018
Updated - Feb 7, 2022 ServiceBox Features An Electronic/Paperless-if-you-want, Mobile, Work Order and Scheduling software with the following feature...
Mon, 13 May, 2024 at 11:26 AM
How to create a workorder on the mobile app - User Guide
This document will explain various ways to create a new work for a customer. To create a new work order from the app, click the   button in the upper ri...
Thu, 13 Oct, 2022 at 3:06 PM
Why can't I create options for a 'Dropdown' and 'Multi-Select' custom column.
We have four different types of custom columns that can be added into ServiceBox with different functionality. The 'Dropdown' and 'Multi-Sel...
Mon, 12 Feb, 2024 at 1:43 AM