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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.

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.


 

 

Work Order Overview

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


 

 

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.


 

 

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.


 

 

Scheduler Overview 

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


 

 

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!

 

 

 

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.


 

 

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.

 

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.