Support Documents

While importing into accounting, I received the follow error "The name supplied already exists. : Another customer, supplier, or employee is already us...

Open QuickBooks Select Customers Along the top line there should be Excel as one of the tabs Select Export Customer list Select Create comma separa...

We have added into the Customer list the ability to export and import customers. This works in similar fashion to the Inventory and Quote items import/expor...

This feature will allow the user to mark a customer as 'On Hold'. When the feature is activated, your user's security clearance will determine w...

Introduction: Attachments are an essential feature in ServiceBox that allows users to associate important files and documents with work orders, quotes, and...

Summary Importing a customer list into ServiceBox can be a powerful way to manage your client information efficiently. However, some users may encounter...

Issue: Some users have encountered an issue where the 'City' and 'Province' fields on their online ServiceBox intake forms are automaticall...

If you’re experiencing inconsistencies in how addresses are displayed on the Customer Intake Portal (e.g., showing as "City, State, Zip Code" on d...