---
title: Customer and Job Site Videos
description: Become an expert on specific features related to customers, contacts and job sites. Here's everything you need to know from customer history to job information.
---

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# Customer and Job Site Videos

## Become an expert on specific features related to customers, contacts and job sites. Here's everything you need to know, from customer history to job information.

**Quick links:**

- [How to Find Customers and Job Sites Quickly](https://learn.getservicebox.com/customer-and-job-site-videos#FindCustomersQuickly)
- [Easy Ways to Create Customers and Job Sites](https://learn.getservicebox.com/customer-and-job-site-videos#EasyCreateCustomers)
- [Using ServiceBox to Handle Sales Activities](https://learn.getservicebox.com/customer-and-job-site-videos#HandleSalesActivities)
- [Setting Default Taxes or Price Books for Customers or Job Sites](https://learn.getservicebox.com/customer-and-job-site-videos#PriceBooks)

 

#### **How to Find Customers and Job Sites Quickly**

Quickly locate customers inside ServiceBox using the built-in search functionality.

---

<iframe data-hsv-src="https://play.hubspotvideo.com/v/46928821/id/222837156113" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="222837156113" data-hsv-style="" data-hsv-width="1152" data-hsv-height="720" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

 

#### **Easy Ways to Create Customers and Job Sites**

We built ServiceBox so you can do your work quickly, the way you want to. In this video, find out how to create customers and job sites quickly.

---

<iframe data-hsv-src="https://play.hubspotvideo.com/v/46928821/id/222841169059" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="222841169059" data-hsv-style="" data-hsv-width="1152" data-hsv-height="720" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

 

#### **Using ServiceBox to Handle Sales Activities**

Use ServiceBox to handle sales activities and follow-ups!

---

<iframe data-hsv-src="https://play.hubspotvideo.com/v/46928821/id/222841169178" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="222841169178" data-hsv-style="" data-hsv-width="1152" data-hsv-height="720" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

 

#### **Setting Default Taxes or Price Books for Customers or Job Sites**

Do your customers have different tax rates? You can set default taxes for each customer or job site, or use price books to set up a special price list for customers.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/46928821/id/222839631884" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="222839631884" data-hsv-style="" data-hsv-width="1152" data-hsv-height="720" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

 

 

### **Need Help?**

If you have any questions or need support, please click the Help button in your ServiceBox account or email us at **support@getservicebox.com**.

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