---
title: Video Learning - Start Here!
description: Welcome to ServiceBox! If you're on this page, that probably means you're getting set up on the best Field Service Software in the biz, or you need a refresher. Either way, we're glad you're here. These videos will give you a clear introduction on how ServiceBox works so you can more easily utilize it in your day to day operations.
---

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1. [ServiceBox Support Knowledge Base](https://learn.getservicebox.com/?hsLang=en)
2. [Video Learning](https://learn.getservicebox.com/video-learning?hsLang=en)

# Video Learning - Start Here!

## Welcome to ServiceBox! If you're on this page, that probably means you're getting set up on the best Field Service Software in the biz, or you need a refresher. Either way, we're glad you're here. These videos will give you a clear introduction on how ServiceBox works so you can more easily utilize it in your day to day operations.

**Quick links:**

- [ServiceBox Overview](https://learn.getservicebox.com/video-learning-start-here#SBOverView)
- [Work Order Overview](https://learn.getservicebox.com/video-learning-start-here#WorkOrder)
- [Customer, Job Site and Units](https://learn.getservicebox.com/video-learning-start-here#CustomerJobSite)
- [Quoted Jobs Workflow](https://learn.getservicebox.com/video-learning-start-here#QuotedJobs)
- [Scheduler Overview](https://learn.getservicebox.com/video-learning-start-here#Scheduler)
- [Recurring Work Orders Overview](https://learn.getservicebox.com/video-learning-start-here#RecurringWork)
- [Inventory Overview](https://learn.getservicebox.com/video-learning-start-here#Inventory)
- [Maps, Timesheets, To Dos Overview](https://learn.getservicebox.com/video-learning-start-here#Maps)

 

#### **ServiceBox Overview**

In this video, we'll go over the main sections of ServiceBox Desktop so you can find your way around.  For more detailed functionality, check out some of the videos below.

---

 

<iframe data-hsv-src="https://play.hubspotvideo.com/v/46928821/id/222047543159" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="222047543159" data-hsv-style="" data-hsv-width="1152" data-hsv-height="720" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

#### **Work Order Overview**

The work order feature is where you do much of your daily ServiceBox work. Start here to get a good handle on how you can use this feature to its full potential.

---

 

<iframe data-hsv-src="https://play.hubspotvideo.com/v/46928821/id/222047543321" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="222047543321" data-hsv-style="" data-hsv-width="1152" data-hsv-height="720" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

#### **Customer, Job Site and Units**

This video goes over the different sections of customers and how to view customer data. You will also find out how job sites are related to customers and how easy it is to find historical information.

---

 

<iframe data-hsv-src="https://play.hubspotvideo.com/v/46928821/id/222048203131" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="222048203131" data-hsv-style="" data-hsv-width="1152" data-hsv-height="720" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

#### **Quoted Jobs Workflow**

Create quotes and submit them to your customers with just a few clicks. This video will show the steps it takes from quote to completing the work and billing the customer.

---

 

<iframe data-hsv-src="https://play.hubspotvideo.com/v/46928821/id/222047543416" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="222047543416" data-hsv-style="" data-hsv-width="1152" data-hsv-height="720" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

#### **Scheduler Overview**

The more techs, the better, right? Until you can schedule them all effectively. With our scheduler, get your techs where they need to be faster. 

---

 

<iframe data-hsv-src="https://play.hubspotvideo.com/v/46928821/id/222047543429" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="222047543429" data-hsv-style="" data-hsv-width="1152" data-hsv-height="720" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

#### **Recurring Work Orders Overview**

In this video, we introduce recurring work orders and how this feature functions to help you create work orders on a schedule. Everything you need to know about recurring work orders is here!

 

---

 

<iframe data-hsv-src="https://play.hubspotvideo.com/v/46928821/id/222047543455" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="222047543455" data-hsv-style="" data-hsv-width="1152" data-hsv-height="720" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

#### **Inventory Overview**

Need to keep track of inventory in your organization?  This video will show you the inventory section and how you can keep track of your inventory remotely.

---

 

<iframe data-hsv-src="https://play.hubspotvideo.com/v/46928821/id/222048203186" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="222048203186" data-hsv-style="" data-hsv-width="1152" data-hsv-height="720" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

#### **Maps, Timesheets, To Dos Overview**

See how you can view your technicians locations using maps, keep track of tasks by using the to dos and how techs can submit time using the timesheet.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/46928821/id/222047543474" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="222047543474" data-hsv-style="" data-hsv-width="1152" data-hsv-height="720" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

 

### **Need Help?**

If you have any questions or need support, please click the Help button in your ServiceBox account or email us at **support@getservicebox.com**.

- [Video Learning](https://learn.getservicebox.com/video-learning?hsLang=en#main-content)

    - [Accounting Integrations](https://learn.getservicebox.com/video-learning?hsLang=en#accounting-integrations)
- [FAQs](https://learn.getservicebox.com/faqs?hsLang=en)
- [Getting started](https://learn.getservicebox.com/getting-started?hsLang=en#main-content)

    - [User Guides](https://learn.getservicebox.com/getting-started?hsLang=en#user-guides)
- [ServiceBox Mobile](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#getting-started)
    - [User Guide Technician](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#user-guide-technician)
    - [User Guide Admin](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#user-guide-admin)
    - [FAQ](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#faq)
    - [New Release](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#new-release)
- [Invoices](https://learn.getservicebox.com/invoices?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/invoices?hsLang=en#getting-started)
    - [Advanced Functionality](https://learn.getservicebox.com/invoices?hsLang=en#advanced-functionality)
    - [User Guide](https://learn.getservicebox.com/invoices?hsLang=en#user-guide)
    - [FAQ](https://learn.getservicebox.com/invoices?hsLang=en#faq)
- [Quotes](https://learn.getservicebox.com/quotes?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/quotes?hsLang=en#getting-started)
    - [User Guide](https://learn.getservicebox.com/quotes?hsLang=en#user-guide)
    - [Advanced Functionality](https://learn.getservicebox.com/quotes?hsLang=en#advanced-functionality)
    - [FAQ](https://learn.getservicebox.com/quotes?hsLang=en#faq)
- [Work Orders](https://learn.getservicebox.com/work-orders?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/work-orders?hsLang=en#getting-started)
    - [User Guide](https://learn.getservicebox.com/work-orders?hsLang=en#user-guide)
    - [Advanced Functionalities](https://learn.getservicebox.com/work-orders?hsLang=en#advanced-functionalities)
    - [Work Order - FAQ](https://learn.getservicebox.com/work-orders?hsLang=en#work-order-faq)
- [Job Sites](https://learn.getservicebox.com/job-sites?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/job-sites?hsLang=en#user-guide)
    - [Advanced Functionality](https://learn.getservicebox.com/job-sites?hsLang=en#advanced-functionality)
    - [FAQ](https://learn.getservicebox.com/job-sites?hsLang=en#faq)
- [Recurring Work](https://learn.getservicebox.com/recurring-work?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/recurring-work?hsLang=en#user-guide)
    - [FAQ](https://learn.getservicebox.com/recurring-work?hsLang=en#faq)
- [Scheduler](https://learn.getservicebox.com/scheduler?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/scheduler?hsLang=en#user-guide)
    - [Advanced Functionality](https://learn.getservicebox.com/scheduler?hsLang=en#advanced-functionality)
    - [FAQ](https://learn.getservicebox.com/scheduler?hsLang=en#faq)
- [Timesheets](https://learn.getservicebox.com/timesheets?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/timesheets?hsLang=en#user-guide)
    - [Advanced Functionality](https://learn.getservicebox.com/timesheets?hsLang=en#advanced-functionality)
    - [FAQ](https://learn.getservicebox.com/timesheets?hsLang=en#faq)
- [Inventory](https://learn.getservicebox.com/inventory?hsLang=en#main-content)

    - [User Guides](https://learn.getservicebox.com/inventory?hsLang=en#user-guides)
    - [FAQ](https://learn.getservicebox.com/inventory?hsLang=en#faq)
- [Vendor Orders](https://learn.getservicebox.com/vendor-orders?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/vendor-orders?hsLang=en#getting-started)
    - [Advanced Functionality](https://learn.getservicebox.com/vendor-orders?hsLang=en#advanced-functionality)
    - [User Guide](https://learn.getservicebox.com/vendor-orders?hsLang=en#user-guide)
    - [FAQ](https://learn.getservicebox.com/vendor-orders?hsLang=en#faq)
- [Reporting](https://learn.getservicebox.com/reporting?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/reporting?hsLang=en#getting-started)
    - [FAQ](https://learn.getservicebox.com/reporting?hsLang=en#faq)
    - [User Guide](https://learn.getservicebox.com/reporting?hsLang=en#user-guide)
- [Integrations](https://learn.getservicebox.com/integrations?hsLang=en#main-content)

    - [Accounting Connector](https://learn.getservicebox.com/integrations?hsLang=en#accounting-connector)
    - [ServiceBox Payments](https://learn.getservicebox.com/integrations?hsLang=en#servicebox-payments)
- [Product Updates](https://learn.getservicebox.com/product-updates?hsLang=en)
- [Data Services](https://learn.getservicebox.com/data-services?hsLang=en#main-content)

    - [FAQ](https://learn.getservicebox.com/data-services?hsLang=en#faq)
- [QuickBooks Desktop](https://learn.getservicebox.com/quickbooks-desktop?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/quickbooks-desktop?hsLang=en#user-guide)
    - [Getting Started](https://learn.getservicebox.com/quickbooks-desktop?hsLang=en#getting-started)
    - [FAQ](https://learn.getservicebox.com/quickbooks-desktop?hsLang=en#faq)
- [QuickBooks Online](https://learn.getservicebox.com/quickbooks-online?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/quickbooks-online?hsLang=en#getting-started)
    - [User Guide](https://learn.getservicebox.com/quickbooks-online?hsLang=en#user-guide)
    - [FAQ](https://learn.getservicebox.com/quickbooks-online?hsLang=en#faq)
- [Printing](https://learn.getservicebox.com/printing?hsLang=en)
- [Sage 50 (Canada)](https://learn.getservicebox.com/sage-50-canada?hsLang=en#main-content)

    - [Configuration](https://learn.getservicebox.com/sage-50-canada?hsLang=en#configuration)
    - [FAQ](https://learn.getservicebox.com/sage-50-canada?hsLang=en#faq)
    - [User Guide](https://learn.getservicebox.com/sage-50-canada?hsLang=en#user-guide)
- [First Steps for ServiceBox Users](https://learn.getservicebox.com/first-steps-for-servicebox-users?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/first-steps-for-servicebox-users?hsLang=en#user-guide)
    - [FAQ](https://learn.getservicebox.com/first-steps-for-servicebox-users?hsLang=en#faq)
- [Configuring Your ServiceBox Site](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#getting-started)
    - [User Guides](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#user-guides)
    - [FAQ](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#faq)
    - [Advanced Functionality](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#advanced-functionality)
- [Customer](https://learn.getservicebox.com/customer?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/customer?hsLang=en#user-guide)
    - [Advanced Functionality](https://learn.getservicebox.com/customer?hsLang=en#advanced-functionality)
    - [FAQ](https://learn.getservicebox.com/customer?hsLang=en#faq)
- [Notes](https://learn.getservicebox.com/notes?hsLang=en)
- [To Dos](https://learn.getservicebox.com/to-dos?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/to-dos?hsLang=en#getting-started)
    - [To Dos - User Guide](https://learn.getservicebox.com/to-dos?hsLang=en#to-dos-user-guide)
- [Vendor](https://learn.getservicebox.com/vendor?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/vendor?hsLang=en#user-guide)

[![sblogo-whiteandtransparent120x30\[8666\]](https://learn.getservicebox.com/hs-fs/hubfs/sblogo-whiteandtransparent120x30%5B8666%5D.png?width=120&height=30&name=sblogo-whiteandtransparent120x30%5B8666%5D.png "sblogo-whiteandtransparent120x30[8666]")](https://learn.getservicebox.com/knowledge-base?hsLang=en)

 

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  "thumbnailUrl" : "https://46928821.fs1.hubspotusercontent-na1.net/hubfs/46928821/Inventory%20-%20Overview%20-%20ServiceBox.mp4/medium.jpg",
  "uploadDate" : "2026-09-16T17:51:46.050Z",
  "width" : 1152
}
```

```json
{
  "@context" : "https://schema.org",
  "@type" : "VideoObject",
  "caption" : {
    "@type" : "MediaObject",
    "contentUrl" : "https://learn.getservicebox.com/media-transcripts/222053716542/en.vtt",
    "inLanguage" : "en",
    "name" : "en Captions"
  },
  "contentUrl" : "https://46928821.fs1.hubspotusercontent-na1.net/hubfs/46928821/video_assets/222053716542/inherited/web_optimized.mp4",
  "dateModified" : "2026-09-16T17:53:49.424Z",
  "duration" : "PT4M49S",
  "height" : 720,
  "name" : "Maps, TimeSheets, To Dos - Overview-1",
  "thumbnailUrl" : "https://46928821.fs1.hubspotusercontent-na1.net/hubfs/46928821/Maps%2c%20TimeSheets%2c%20To%20Dos%20-%20Overview-1.mp4/medium.jpg",
  "uploadDate" : "2026-09-16T17:53:38.065Z",
  "width" : 1152
}
```