Skip to content
English
  • There are no suggestions because the search field is empty.

Unit Management - Introducing Enhanced Unit List Screen

This article provides an overview of the updated Unit List Screen in ServiceBox, highlighting new customization options and improved search functionality. Users can now tailor the display to better suit their workflow, making it easier to find and manage units tied to specific job sites.

Customizing the Default Unit List

A major enhancement to the Unit List screen is the ability to customize which fields are visible. This helps you quickly view the information most relevant to you without needing to open each individual unit.

To customize the Unit List:

  • Go to Settings > Unit
  • Click on the checkbox next to the field you would like to be displayed on the Unit List screen.

 

 

  • You will see the fields displayed on the Unit List screen as shown below

 

 

These Fields Pull from Unit-Level Details

The fields you enable for the Unit List come from each unit’s data. To view or edit this information:

  1. Open a Job Site

  2. Click on the Units tab

  3. Select a specific unit

  4. Click the Edit button

 


 

Custom Fields in the Unit List

In addition to default fields, you can display custom fields—like Make, Model, Serial Number, or anything else your team tracks. These must first be set up under the Unit Settings.

To display a custom field on the Unit List:

  1. Go to Settings > Unit > Custom Fields

  2. Click Edit beside the field you'd like to display

 

    3. Check the box for "Display On Unit List"

 

 

  • You will see the Custom fields displayed on the Unit List screen as shown below

 

 

Filtering and Searching Units

You can also filter and search your Unit List using any of the displayed fields. Whether you're looking up a specific location, model number, or service interval, the updated filters make it faster and easier to find what you need.

Need Help?

If you have questions about the Unit List screen or customizing your fields, feel free to reach out to our support team at support@jobboxsoft.com — we’re happy to help.