FAQ

I can't log into ServiceBox
To reset your password, simply use the 'I forgot my password!' link at the bottom of the login page. To reset another user's password...
Wed, 2 Nov, 2016 at 12:56 PM
Invoice statistics are not calculating correctly
Sometimes you may look at the invoice statistics (located on the work order screen or in the invoices sections) and find that the calculations do not seem c...
Tue, 3 Jan, 2017 at 1:53 PM
Quotes are missing
If quotes are not displayed in your list, it may be that they have been automatically expired due to a setting. You can see them if you click on the '...
Wed, 23 Nov, 2016 at 12:31 PM
Jobsite in accounting already Linked to Jobsite?
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 ...
Fri, 27 Jan, 2017 at 10:38 AM
How Can I Assign more than one Technician to a WorkOrder?
There are two ways to assign multiple technicians to a Work Order.  Option 1: Through the scheduler.   In the scheduler there are two views the norm...
Tue, 6 Nov, 2018 at 10:22 AM
Recurring Work Orders - "Does Schedule after last closed workorder" work with status' other than closed?
We are using Recurring workorders for our maintenance clients, and when we create the initial Recurring Work, we are selecting the option"Schedule afte...
Wed, 1 Mar, 2017 at 9:15 AM
What status does a new Recurring Work Order get generated with?
When the new recurring workorder is generated - what  status does it get created with? The work order will be created with the status that is set in the...
Wed, 1 Mar, 2017 at 9:20 AM
Does a Recurring Work Order automatically get added to the scheduler for the appropriate day?
Does a Recurring Work Order automatically get added to the scheduler for the appropriate day - or do we need to somehow manually add it?  You can have i...
Wed, 1 Mar, 2017 at 9:23 AM
When syncing with Accounting, will ServiceBox automatically change status of invoice to paid?
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 ...
Fri, 3 Mar, 2017 at 10:34 AM
Do I have to assign a technician to a work order?
When creating a new work order,  It forces me to assign an employee, and to pick times.   Can I not have work orders in a queue, when I don’t know when I wa...
Fri, 3 Mar, 2017 at 10:36 AM