Support Documents

ServiceBox does not automatically generate a Purchase Order(P.O) number however since there is the option to track P.O's in the Work Order, the informat...

In ServiceBox, you always have an "Assigned" User (top page of Work Order) and then a separate "Scheduled" User(s) (third last page/cale...

If you need to collect a signature on a work order daily, easiest way is to create a checklist and attach it to the work order. This way your tech can coll...

In Settings> Work Orders> Custom Cells you can set a cell to a Contact's Phone number for a Customer Contact or a Job Site Contact.  (further down...

When you check out of a workorder, you should be prompted with a dialog asking if you want to enter time in. If you click, "No" the check out is r...

There is a work around in the system to do this. Please follow these steps: Delete the purchase order record off the original work order. Turn off the...

If user see this error message on their screen when trying to find a work order in their system. This could be due to following reasons: 1. Work order relat...

Issue: "Sometimes the phone number in the work order doesn't become a hyperlink." Some clients have reported that not all the phone numbers i...

Issue: "Auto numbering and auto bullets are automatically applied when typing in the in description field." Cause:  The Rich Text Editor aut...

Issue: Some customers are experiencing an issue where the Work Order tab is highlighted red, indicating the presence of Work Orders under a particular cust...