ServiceBox Desktop - Learning Videos
As ServiceBox continues to enhance its features, we've established a dedicated space to offer you assistance in comprehending how to make the most of ServiceBox's capabilities.
Scroll down, and you'll come across links to various sections, each aligned with different aspects of ServiceBox's functionality.
Get Started:
If you're just starting with ServiceBox, you've come to the right spot. The following videos are designed to provide you with a comprehensive introduction to the workings of ServiceBox. This will help you effectively incorporate ServiceBox into your daily operational activities.
Exploring Customers and Job Sites:
The videos presented within the link below concentrate on particular functionalities concerning Customers, Contacts, and Job Sites. All the essential information regarding historical customer or job data is available here.
Customers and Job Sites - How To Videos
Quotes:
Need to understand how quoting works within ServiceBox? simply refer to the videos provided below. These resources will guide you through the process of creating quotes, duplicating quotes, setting prices, applying discounts, and efficiently sending templated emails to customers.
Work Orders and Scheduling:
The videos presented within the link below will help you with how to locate customers, set up price books, and review historical data. Everything relating to customers, job sites, and contacts is covered here. The core of ServiceBox lies in our capability to effectively manage your organization's tasks.
Work Orders and Scheduling - How To Videos
Invoices and Payments:
Once the work is successfully completed, it's time to ensure you get compensated. The following videos delve into the creation of invoices for different scenarios such as Time and Materials, Quoted Jobs, collecting partial payments for deposits, and accepting payments. These videos also highlight how all these aspects interconnect to provide you with a streamlined experience.
Invoices and payments - How to Videos
Preventative Maintenance:
The videos presented within the link below will comprehensively explore the various methods through which ServiceBox effectively manages continuous maintenance tasks. You'll gain insights into utilizing checklists, units, reporting, contracts, and recurring work.
Preventative Maintenance - How to Videos
Timesheets and Expenses:
The videos within the link below show you how your technicians can enter time or expenses (personal) into a work order and how those values will show up in their timesheet. If you're interested in having your technicians perform check-ins and check-outs throughout the day, further information can be found in the provided resources.
Timesheets and Expenses - How To Videos
To dos:
Get things done with to dos inside of ServiceBox. Find out about how to effectively get work done daily and how to assign tasks to your team so they are getting work completed! The comprehensive guidance on utilizing To Dos can be accessed through the videos provided in the link below.
Purchasing:
The videos provided in the link below offer guidance on establishing and overseeing Vendor relationships within ServiceBox. You'll learn how to efficiently generate Vendor Orders for streamlined inventory procurement within the platform. Additionally, you'll discover how to create purchase orders for specific vendors directly from Jobs, effectively integrating different aspects of your business operations.
QuickBooks Online Accounting Connector:
You can connect your ServiceBox site to your QuickBooks Online site to pull over your Customers, Job Sites, Invoices, Payments and Timesheets. Watch the overview videos presented within the link below to find out how.
QuickBooks Online Accounting Connector - How To Video
Sage 50 - Accounting Connector:
The videos presented within the link below serve as a guide to understand the functioning of the Sage 50 accounting connector, which facilitates the seamless transfer of data from ServiceBox to Sage 50. This powerful connector allows you to effortlessly import customers, invoices, materials, and payments into your Sage 50 accounting software.
Sage 50 - Accounting Connector - How To Videos
QuickBooks Desktop Accounting Connector:
The videos presented within the link below will show you how to connect your ServiceBox site to your QuickBooks Desktop to pull over your Customers, Job Sites, Invoices, Payments and Timesheets.
QuickBooks Desktop Accounting Connector - How To Videos