Getting Started

Quote Icons
Quote User Guide - Basic Users Summary This document will explain the main features for using Quotes in ServiceBox.  Provide this info to your B...
Thu, 15 Dec, 2016 at 10:44 AM
WorkOrder Icons
Icons Once the workorder details have been entered and the workorder number has been assigned, the following icons are available in the workorder. ...
Tue, 13 Dec, 2016 at 11:45 AM
Invoice Icons
Summary Once the Invoice has been created, the following icons are available: Details Main page for Invoices Information is taken b...
Fri, 20 Jan, 2017 at 6:40 AM
Creating and Completing Work Orders
Create work orders From main screen: Create a new Work Order by choosing: New -> Work Order in the main ServiceBox screen. From inside a customer:...
Sat, 2 Jun, 2018 at 8:59 PM
User Guide - Quotes
Summary Quotes allow you to provide an estimate to your customers for jobs that will be completed providing details for your customers that can then eas...
Sun, 9 Sep, 2018 at 1:39 PM
User Guide - Work Orders
Summary Work Orders allow you to keep all of your information relating to a job in one place.  A Work Order can be started with the details from a quote or...
Tue, 11 Sep, 2018 at 1:04 AM
User Guide - Invoices
Summary Invoices allow you to bill your customers for the work that has been completed or will be completed.  Once a Work Order has been created an Invo...
Wed, 25 Jan, 2017 at 8:06 AM
Using ServiceBox Helpdesk
Have a question? Want to quickly know what an icon is for? Want a video refresher on Work Orders, Timesheets or something else? Our ServiceDesk is available...
Tue, 14 Mar, 2017 at 9:45 AM
User Guide - Recurring Work Orders
Summary Recurring Work Orders allow you to automatically generate Work Orders based on a Schedule.  Typically this is used in a company that does repeat...
Sat, 2 Jun, 2018 at 8:56 PM
What do I need to get started with ServiceBox?
My business is ready to get started with ServiceBox, what do we need to do? First off, we are happy to have you onboard with us here at ServiceBox, than...
Mon, 3 Jun, 2019 at 7:17 AM