User Guides

Billing Contacts - User Guide
Please ask support team to activate Billing Contact feature for your subdomain. Once activated you will be able to see a 'Billing Contact' column in...
Fri, 5 Aug, 2022 at 9:52 AM
Service Reminder
When 'Service Reminders' are activated under the Feature tab within ServiceBox. When activated the system will send out service reminders to custome...
Mon, 6 Nov, 2023 at 8:33 AM
Service Reminder Enhancement Feature
ServiceBox has introduced a new service reminder feature that allows customers to activate service reminders through their username settings. In this articl...
Sun, 2 Apr, 2023 at 2:23 PM
How to Create a Customer - User Guide
Summary: Creating a customer in ServiceBox involves completing mandatory fields, selecting the customer type, and optionally providing additional detail...
Sat, 15 Jul, 2023 at 2:56 PM
Adding a Jobsite to a Customer
Summary: In ServiceBox, a job site refers to a specific location where a service or job is performed. This can include a customer's address, a project ...
Mon, 17 Jul, 2023 at 2:59 PM
Setting up a Contact for a Customer - Getting Started
To set up a Contact in ServiceBox is very easy, and may be done one of two ways: Use the "New" blue button at the top of your site, and choose &...
Mon, 8 Aug, 2022 at 10:24 AM
Addressing Customer Search Issues: Special Characters in Customer Names
Summary Some of our customers often encounter challenges when their customers have names containing special characters, such as "&," as these...
Tue, 30 Jan, 2024 at 2:32 AM
Customer and Job Site Management in ServiceBox
Summary Managing customer information, job sites, and contacts is a crucial aspect of any service-oriented business. ServiceBox offers a comprehensive solu...
Wed, 21 Feb, 2024 at 11:23 AM