Introduction to Settings Configuration
Overview of the ServiceBox settings screen and direct links to individual feature summaries.
Summary
This document will help you access your ServiceBox settings screen and provide a general summary of each of the configurable features within your settings. Links will also be provided, directing you to more in-depth summaries for each individual tab within the settings screen.
Accessing The Settings Screen
You can access your ServiceBox settings by clicking on the arrow beside your username and selecting "Settings" from the drop-down menu, bringing you to the following screen:
The settings screen contains 14 different tabs. Each tab relates to a specific part of the ServiceBox software. Each tab is listed below, along with a link to a in-depth summary of each tab's features:
- Plan (Features)
- Plan (Info and Add-Ons)
- Tenant
- Customer
- Job Site
- Unit
- To Do
- Timesheet
- Work Order
- Inventory
- Vendor
- Taxes
- Quotes
- Invoice
- Checklists
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.