User Guides
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...
Thu, 27 Jul, 2023 at 1:25 PM
Summary This document will detail out how ServiceBox allows you to now do Job Costing within Work Orders. Job Costing is the ability to view the Actual Am...
Thu, 27 Jul, 2023 at 1:32 PM
Alerts allow you to let different people within your company know when work orders are created, assigned, or even changed from one status to another. ...
Thu, 27 Jul, 2023 at 1:35 PM
Summary We have added in the ability to move the Quote Items that were added into the quote and to move those items as Work Order Items. We hope this will...
Thu, 27 Jul, 2023 at 1:38 PM
Summary This document explains how a user will be able to use Inventory items inside of a Work Order. Please ensure you have Inventory enabled in your Ser...
Sun, 14 Aug, 2022 at 8:12 AM
With in a work order on the Time and Materials tab there is a line item called Purchase Orders In the Description field you would enter either the nam...
Mon, 15 Aug, 2022 at 2:13 PM
We've added a new feature on the Work Order page which will allow you to export and import Work Orders. This works in similar fashion to the Inventory ...
Mon, 13 Feb, 2023 at 1:05 AM
On the email tabs you will now see a little address book button beside the To, Bcc and Cc fields: These buttons will bring up a dialog that allows you to f...
Sun, 12 Feb, 2023 at 3:59 PM
Are you tired of receiving notifications in the middle of the night? Do you want more control over when you receive alerts? If so, you'll be pleased to ...
Sun, 2 Apr, 2023 at 2:18 PM
Summary: The enhanced Work Order List screen in ServiceBox brings several valuable improvements to streamline work order management process. With the ab...
Mon, 26 Jun, 2023 at 11:16 AM