FAQ

"Name Supplied Already Exists" Error Message - FAQ
While importing into accounting, I received the follow error "The name supplied already exists. : Another customer, supplier, or employee is already us...
Mon, 8 Aug, 2022 at 10:20 AM
Exporting Customer List From QuickBooks - FAQ
Open QuickBooks Select Customers Along the top line there should be Excel as one of the tabs Select Export Customer list Select Create comma separa...
Mon, 8 Aug, 2022 at 10:21 AM
Importing/Exporting Customers in ServiceBox - FAQ
We have added into the Customer list the ability to export and import customers. This works in similar fashion to the Inventory and Quote items import/expor...
Mon, 8 Aug, 2022 at 10:22 AM
Customer- On Hold Feature
This feature will allow the user to mark a customer as 'On Hold'. When the feature is activated, your user's security clearance will determine w...
Mon, 12 Sep, 2022 at 4:53 PM
Understanding Duplicate Attachments in ServiceBox
Introduction: Attachments are an essential feature in ServiceBox that allows users to associate important files and documents with work orders, quotes, and...
Wed, 31 May, 2023 at 5:41 PM
How Do I Import Customers List in ServiceBox
Summary Importing a customer list into ServiceBox can be a powerful way to manage your client information efficiently. However, some users may encounter...
Thu, 8 Jun, 2023 at 12:33 PM
How do I disable Pre-Filled 'City' and 'Province' Fields on ServiceBox Intake Forms?
Issue: Some users have encountered an issue where the 'City' and 'Province' fields on their online ServiceBox intake forms are automaticall...
Thu, 26 Oct, 2023 at 10:35 AM