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How Do I Move Jobsite from Parent A Parent B Customer?

This article outlines how to transfer a jobsite from one parent customer (Customer A) to another (Customer B) in ServiceBox. This process ensures the new parent association is reflected correctly in your accounting system after syncing.

Step-by-Step Instructions

1. Remove the Accounting Link from Customer A

  • Open Customer A in ServiceBox.

  • Click the "Link" button.

  • Click the Delete icon to remove the accounting link.

2. Remove the Accounting Link from the Jobsite

  • Open the Jobsite you want to move.

  • Click on "Link" button

  • Click the Delete icon to remove the jobsite's accounting link.

3. Reassign the Jobsite to Customer B

  • With the Jobsite still open, click the Edit button.

  • In the Customer dropdown, select Customer B.

  • Click Save.

  • Refresh the screen to confirm the Jobsite is now listed under Customer B.
 

4. Sync to Accounting

Once the jobsite is reassigned, this change will be reflected in your accounting software the next time you create an Invoice for the jobsite and run the sync.

Need Help?

If you have any questions about this process, reach out to our Service Desk via the Feedback button in ServiceBox or email us at support@jobboxsoft.com.