FAQ

I can't log into ServiceBox - FAQ 0001
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, a...
Mon, 8 Jul, 2019 at 1:17 PM
Invoice statistics are not calculating correctly - FAQ 0002
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...
Mon, 8 Jul, 2019 at 1:18 PM
Quotes are missing - FAQ 0003
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 '...
Mon, 8 Jul, 2019 at 1:18 PM
Jobsite in accounting already Linked to Jobsite? - FAQ 0004
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...
Tue, 13 Aug, 2019 at 12:26 PM
How Can I Assign more than one Technician to a WorkOrder? * FAQ 0005
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...
Mon, 8 Jul, 2019 at 1:19 PM
Recurring Work Orders - "Does Schedule after last closed workorder" work with status' other than closed? - FAQ 0006
We are using Recurring workorders for our maintenance clients, and when we create the initial Recurring Work, we are selecting the option"Schedule afte...
Mon, 8 Jul, 2019 at 1:20 PM
What status does a new Recurring Work Order get generated with? - FAQ 0007
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...
Mon, 8 Jul, 2019 at 1:20 PM
Does a Recurring Work Order automatically get added to the scheduler for the appropriate day? - FAQ 0008
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...
Mon, 8 Jul, 2019 at 1:21 PM
When syncing with Accounting, will ServiceBox automatically change status of invoice to paid? - FAQ 0009
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 ...
Mon, 8 Jul, 2019 at 1:22 PM
Do I have to assign a technician to a work order? - FAQ 0010
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...
Mon, 8 Jul, 2019 at 1:22 PM