User Guides
Summary Quotes allow you to provide details of work with a price to your customers for jobs. Quotes can then easily be turned into a work order once the j...
Fri, 1 Dec, 2023 at 9:09 AM
Summary There may be the case where you want to copy the details and pricing of an existing Quote to generate a new Quote for a customer. There is an opti...
Sun, 14 Aug, 2022 at 8:03 AM
Summary This document explains how a user will be able to use Inventory items inside of a quote. Please ensure you have Inventory enabled in your ServiceB...
Sun, 14 Aug, 2022 at 8:04 AM
Summary: The Quote Template feature allows you to create a small library of specific items that can be quickly selected from dropdown menus for easy quot...
Tue, 9 Apr, 2024 at 11:42 AM
Summary: This document explains how a user will be able to delete Quote Items using Export/Import process. Deleting Quote Items: 1. Log in to ServiceBox ...
Tue, 11 Jul, 2023 at 3:55 PM
Summary: Often our customers asks if ServiceBox produces Service Agreements. What service box really does, as per original programming, was to setup and e...
Fri, 1 Dec, 2023 at 1:07 PM
Summary In this article, we're excited to introduce a new feature in ServiceBox that allows you to deactivate Invoice or Quote categories. This feature ...
Sun, 19 Nov, 2023 at 4:07 PM
Summary At ServiceBox, we prioritize continuous software enhancement driven by valuable feedback from our customers. Previously, users had the option to...
Sat, 18 Nov, 2023 at 5:09 PM
Summary In recent reports from our customers, concerns were raised regarding issues with quote visibility and search functionality within the ServiceBox pl...
Mon, 11 Mar, 2024 at 10:16 AM