Question
If a contact is associated with multiple job sites—or if a job site has multiple contacts—how do I choose which one receives the invoice?
Answer
ServiceBox allows you to designate a Billing Contact for each job site, making it easy to ensure invoices go to the right person.
Steps to Assign a Billing Contact:
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In your ServiceBox dashboard, go to Job Sites on the left-hand menu.
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Select the job site where you’d like to assign a billing contact.
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Click on the Contacts tab at the top of the job site page.
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Click on the name of the contact you want to assign as the billing contact.
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In the panel on the right, check the box labeled Billing Contact.
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Click Save.
Once saved, all invoices for this job site will be sent to the selected billing contact’s email address.
