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Customer and Job Site Management in ServiceBox

This article outlines how to view and manage customer history, job sites, contacts, and related documents in ServiceBox. By centralizing this information, ServiceBox enables service businesses to streamline operations and maintain strong customer records.

Introduction

Managing customer information, job sites, and contacts is essential for any service-oriented business. ServiceBox provides a comprehensive system for accessing and organizing historical data like work orders, invoices, quotes, notes, and attachments. Here's how to view and manage these details:

 

Accessing Customer History

  1. Navigate to the Customers section in the left-hand menu.

  2. Select the customer whose information you’d like to view.


 

Customer Categories

The Categories tab lets you assign customers to groups like Residential, Commercial, or Sales Lead. Categories can be color-coded for easy identification in the customer list.

  • Use the dropdown menu to change the customer's category.

 

 

Notes

Keep track of all communications and updates:

  • View historical notes, including work order, customer, and job site notes.

  • Click the Add button to create new notes directly in the customer profile.

You can also view historical notes on the same screen

    Job Sites

    To view or manage job sites:

    • Click the Job Site tab.

    • See a list of all job sites linked to the customer.

    • Click Add Job Site to create a new one.

     

      Work Orders

      To manage work orders:

      • View all work orders linked to the customer.

      • Use the search bar to filter by keywords (e.g., "furnace", technician name).

      • Click Add Work Order to create a new one.

       

        Recurring Work Orders

        Track and manage repeating work:

        • Click the Recurring Work tab.

        • Add a new recurring work order using the Add Recurring Work button.

         

          Invoices and Quotes

          • View all invoices and quotes associated with the customer.

          • Use the filter or search options to find specific entries.

           

          Attachments

          Keep essential files organized:

          • Upload contracts, documents, or images directly to the customer profile from the Attachments tab.



           

          Managing Contacts

          • Click Add Contact to link new contacts to the customer.

          • View all associated contacts from the customer profile.

           

          Job Site Details

          Click into any job site to:

          • View details and historical notes.

          • Access completed work orders.

          • Review checklists for maintenance and quality tracking.



           

          Units

          Each job site may have multiple units.
          • ServiceBox allows you to track maintenance for each specific unit within the job site.
          • View or add maintenance notes for each unit.

           

          Conclusion

          ServiceBox makes it easy to manage customer relationships by storing all relevant information in one place—from job site data to invoices and notes. This centralized system improves operational efficiency and enhances customer service.

          Need Help?
          If you're having trouble locating customer data or navigating the job site history, contact our support team at support@jobboxsoft.com.