Introduction
ServiceBox now allows users to automatically generate customer account numbers starting from a preset number. This feature also provides options to display the account number on Quotes, Work Orders, and Invoices for easier tracking.
1. Feature Overview
Auto-Generation of Account Numbers
When enabled, ServiceBox will assign a unique account number to each new customer based on your defined starting number. This value is auto-incremented and saved in the Account Number field in the customer form.
Display Options for Account Numbers
You can choose to display the customer’s account number on the following documents:
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Quotes
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Work Orders
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Invoices
This makes it easy to reference and track account numbers across your documents.
2. How to Enable the Feature
Contact Support
To activate auto-generated account numbers, reach out to the ServiceBox support team at support@jobboxsoft.com. They will enable the feature for your account.
3. Configuring Account Number Settings
Once the feature is active:
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Go to Settings
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Under Customer, click Settings
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Check the box labeled Automatically Set Customer Account Number
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Enter the number you want the system to begin counting from (e.g., 1000)
4. Displaying Account Numbers on Documents
To show the account number on Quotes, Work Orders, or Invoices:
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In the same Customer Settings area, check the appropriate display boxes
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If these display options are not visible, contact support to enable them
Need Help?
If you have any questions or need assistance enabling or configuring the auto-generated account number feature, contact our support team at support@jobboxsoft.com. We're happy to help!