Support Documents

To uninstall the accounting connector, use the same procedure as any other program in windows. This article illustrates different methods for uninstalling ...

If your icons are not appearing in Chrome, please try the following instructions: Chrome  To ensure that images are not being blocked: Click the Chrome ...

When syncing with Accounting, will it automatically change status of invoice to paid?  Yes, if the payment is marked in ServiceBox it will show paid on ...

How can I add options to the custom drop down boxes on Customers, Work Orders, Job Sites and Units? When a custom column is a drop down menu (or multi-s...

Have you ever had the need to keep some attachments so that you cannot have the ability to send them to a customer? With Internal attachments, you can set ...

1. Place your mouse on the down arrow to the right of your login name on your sit, slide your mouse down, and "left click" on "Users". ...

For either android or apple phones you can use the company website rather then the app. Open up an internet page - type in your company website Ex: jb....

Whenever upgrading to a new ServiceBox Plan, you must first go to your ServiceBox Settings, accessed through the drop down menu in the top left of your Serv...

Email Confirmation Notes. “Did I or did I not email that quote?” We recently added an option in the features tab (Settings -> Plan -> Features) that a...

 You set up "Roles" in your site for the security access (what is seen by each Role) as you want/need them to be set up, with our help in your sit...