Configuring Your ServiceBox Site
Configuring Your ServiceBox Site
Getting Started
- Introduction to Settings Configuration
- Tenant Tab - Settings Configuration
- Timesheet Tab - Settings Configuration
- Work Order Tab - Settings Configuration
- Checklists Tab - Settings Configuration
- Why can't I create options for a 'Dropdown' and 'Multi-Select' custom column.
- Plan Tab (Features) - Settings Configuration
- Plan Tab (Info and Add-ons) - Settings Configuration
- Customer Tab - Settings Configuration
- Job Site Tab - Settings Configuration
- Unit Tab - Settings Configuration
- To Do Tab - Settings Configuration
- Inventory Tab - Settings Configuration
- Taxes Tab - Settings Configuration
- Quotes Tab - Settings Configuration
- Invoice Tab - Settings Configuration
- Email Setup - Settings Configuration
- Managing Basic User Access - Security Settings Configuration
- Features of ServiceBox - Getting Started
- How to create a workorder on the mobile app - User Guide
User Guides
- Adding New Checklists - User Guide
- PriceBooks - User Guide: Custom Pricing for a Customer
- Creating New Users - User Guide
- How Sales Taxes Work in ServiceBox - User Guide
- Applying Discounts to Quotes and Invoices - User Guide
- How to Use Multi-Location Efficiently
- Activating and Utilizing SMS Messaging Add-Ons in ServiceBox
- Navigating Electronic Signature Challenges in ServiceBox
- Scheduling User Groups - User Guide
- Alternative Email Templates - User Guide
- Understanding Custom Fields in ServiceBox: Dropdown vs. Restricted Dropdown
- Requesting Plan Changes: A User-Friendly Guide
- Basic User access levels
- Managing Multiple Email Notifications in ServiceBox
- Setting Up Portal Payments - User Guide
FAQ
- Uninstalling Accounting Connector for Windows - FAQ
- Auto-Changing to Paid Status When Syncing With Accounting - FAQ
- Adding Options to Custom Dropdown Boxes - FAQ
- Making Internal Attachments Private - FAQ
- Accessing Website From Mobile Devices - FAQ
- Granting and Restricting Access for Specific Users - FAQ
- Tips to Make Sure ServiceBox Support Understands Your Issue - FAQ
- Can we Send SMS/Text Messages to Our Clients Thru ServiceBox?
- How Do I Know If ServiceBox Actually Sent the Email to Customer?
- How can I Remove the ServiceBox Logo from My Emails sent out to customers?
- ServiceBox Icons Not Showing in Chrome - FAQ
- Changing Specific Users' Settings - FAQ
- Changing a ServiceBox Plan to fit your company's needs - FAQ
- Email Confirmation Notes - FAQ
- Definition of "Users" and their associated "Roles" - FAQ
- Verifying Email Domains - FAQ
- Resolve an AVS error - FAQ
- Company Logo has border when printing
- How to resolve error: The SMTP server requires a secure connection or the client was not authenticated. The server response was 5.7.0 authentication required.