User Guides
Summary ServiceBox has a number of options when it comes to taking payments from Customers, this document will explain the ServiceBox Portal Payments and h...
Wed, 2 Aug, 2023 at 5:45 PM
To produce a Checklist of your own, you do the following: Hover your mouse over the down arrow beside your logged in name on the top right-hand side of t...
Tue, 6 Feb, 2024 at 12:41 AM
Summary We have found that there has been a need for customers to be able to have different prices for items in ServiceBox. We have developed a feature...
Mon, 12 Feb, 2024 at 2:05 AM
These are the steps to follow when creating a new user inside of ServiceBox. By default there is 2 primary role types Administrators and Basic Users. Admi...
Mon, 8 Apr, 2024 at 10:22 AM
Summary In ServiceBox, sales tax pertains to the tax applied to taxable line items on invoices. The platform allows users to create individual sales taxes ...
Mon, 12 Feb, 2024 at 2:26 AM
Introduction Efficiently managing employee schedules is essential for any company's smooth operation. ServiceBox offers a user-friendly feature that al...
Tue, 13 Feb, 2024 at 5:25 AM
Summary: Offering a Discount on a service is a way to quickly draw in potential customers. When a customer hears that they can save some money on the servi...
Fri, 5 Aug, 2022 at 10:00 AM
Summary Ever need to send out different kinds of emails to customers for quotes, work orders and invoices. You can now send out email templates through o...
Wed, 26 Jul, 2023 at 12:46 PM
Summary: In the present business landscape, numerous companies operate from a central office and have multiple smaller or satellite offices spread across v...
Fri, 4 Aug, 2023 at 12:44 PM
Introduction This article provides a step-by-step guide on how to activate SMS messaging add-ons in ServiceBox, detailing the process of selecting a plan, ...
Thu, 15 Feb, 2024 at 8:43 AM