FAQ

Removing Import of Job Sites in QuickBooks - FAQ
Summary When creating a new Work Order, the Job Site field may show up as mandatory which may create a duplicate customer entry when syncing with QuickBook...
Sun, 14 Aug, 2022 at 7:56 AM
Job Site in Accounting already Linked to Jobsite? - FAQ
The jobsite in accounting under customer A is already linked to a jobsite in ServiceBox under customer A. How do I rectify? There are two jobsites under...
Sun, 14 Aug, 2022 at 7:57 AM
Syncing When Parent Customer in ServiceBox Differs From QuickBooks Online - FAQ
If parent customer has changed when updating the jobsite. QuickBooks Online will give a message indicating jobsite is not linked to the expected customer (w...
Sun, 14 Aug, 2022 at 7:58 AM
Selecting Billing Contact for Job Sites With Multiple Contacts - FAQ
Question For users that have a  contact with multiple Job Sites, or multiple contacts assigned to a Job Site, some users have asked how to select the co...
Sun, 14 Aug, 2022 at 7:59 AM
Duplicate Similar Units When Setting Up a Job Site - FAQ
Question When setting up a Job Site that is similar to previous work, some of our users use similar equipment and have asked if they could duplicate sim...
Sun, 14 Aug, 2022 at 7:59 AM
How Do I Move Jobsite from Parent A Parent B Customer?
Question: How to move a Jobsite from Parent A Parent B Customer? Solution: Follow the process below to confidently manage the transfer of jobsites fro...
Fri, 27 Oct, 2023 at 12:24 PM