User Guides

Understanding Custom Fields in ServiceBox: Dropdown vs. Restricted Dropdown
Summary This article provides a detailed explanation of how to use and differentiate between the 'Dropdown' and 'Restricted Dropdown' custo...
Tue, 20 Feb, 2024 at 8:48 AM
Requesting Plan Changes: A User-Friendly Guide
Summary In the fast-paced world of subscription services, flexibility is key. Whether it's upgrading to access more features or downsizing to better fi...
Mon, 18 Mar, 2024 at 1:41 PM
Basic User access levels
NotesĀ  In the Notes section of access levels, you can grant or restrict access levels for Basic User to view, add, delete, and edit existing notes on items...
Thu, 18 Apr, 2024 at 12:15 PM
Managing Multiple Email Notifications in ServiceBox
Summary: ServiceBox users may sometimes experience an overflow of email notifications, if they are set up for email notifications, for job status changes, ...
Wed, 8 May, 2024 at 1:00 PM
Navigating Electronic Signature Challenges in ServiceBox
Introduction: Electronic signature functionality is an integral part of many service management platforms, providing a convenient way for customers to appr...
Thu, 16 May, 2024 at 4:53 PM