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
Quickly locate customers inside of ServiceBox using the built in search functionality.
Easy Ways to Create Customers and Job Sites
We built ServiceBox so you can do your work quickly and the way that you want to. In this video find out how to create customers and job sites quickly.
Using ServiceBox to Handle Sales Activities
Use ServiceBox to handle sales activities and follow ups!
Setting Default Taxes or Price Books for Customers or Job Sites
Do your customers have different tax rates? You can set the default taxes for each customer or at the job site level or utilize price books to set up a special price list for customers.
Need Help?
Contact support by clicking the Help button in the bottom corner of your screen when logged in or email us at support@jobboxsoft.com.