FAQ
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 'e...
Sun, 14 Aug, 2022 at 8:06 AM
If you are unable to edit a quote check the status of your quote whether it is in Draft, Submitted, Awarded etc.(Title of status may vary company to comp...
Sun, 14 Aug, 2022 at 8:07 AM
Question Some users have asked how to charge a flat rate for certain equipment (or groups of equipment) in your ServiceBox Quotes and Invoices. This art...
Sun, 14 Aug, 2022 at 8:08 AM
If user have the Tax Level on Override feature turned on the override price is pretax. If user don't have it, then it is also pre-tax but there won'...
Mon, 21 Nov, 2022 at 9:02 AM
Merging Quotes or Work Orders in ServiceBox is not currently possible, you can use a work around that our existing customers have used. "Copy Quot...
Wed, 29 Mar, 2023 at 2:13 PM
Summary: If you're experiencing the issue of your quotes going straight to "expired" status upon completion in ServiceBox, there's a simp...
Thu, 27 Jul, 2023 at 12:23 PM
Introduction In today's digital age, businesses rely heavily on email communication to reach their customers effectively. However, the effectiveness of...
Thu, 11 Apr, 2024 at 10:10 AM