Setting up a Contact for a Customer - Getting Started

How to Add a Contact in ServiceBox

Setting up a contact in ServiceBox is simple and can be done in one of two ways:

• Use the “New” button at the top of your site and select Contact.

• Create a contact from within a specific customer's CRM profile.

Method 1: Using the "New" Button

1. Click the blue "New" button at the top right of your screen.

2. Select Contact from the dropdown menu.

3. Fill in the contact details in the form that appears.

Note: Use the "Company" field to link this contact to an existing customer.

Method 2: Creating a Contact from Within a Customer's CRM

1. Click on the Customers tab on the left side of your ServiceBox dashboard.

2. Use the search bar to find the customer you wish to add a contact for.

3. Once in the customer's profile, click on the Contact tab.

4. Click the Add Contact button.

5. In the pop-up window, click Create Contact.

6. Fill in the contact details. The Company field will be auto-filled with the customer's name.

7. Once complete, the contact will appear in the customer’s contact list.

If you encounter any issues or need assistance, please reach out to our support team at support@jobboxsoft.com.