Work Orders and Scheduling Videos
The heart of ServiceBox is our ability to manage work for your organization. Find out how to create work orders and understand why all of the different features exist so you can be more efficient.
In this video, we will go over how to quickly create a new time and materials work order. This is a good place to start to understand the Work Order workflow.
The schedule is an important part of completing work. We will show how to schedule multiple techs to a job and how to utilize the dispatcher mode in our scheduler.
Sometimes you need to create events for work that isn't related to a work order. You can create events and schedule multiple technicians to an event. This way, you can block out holidays, dentist appointments, quotes, etc.
Create New Work Orders Directly from the Scheduler
Do you need to create work orders on demand in the scheduler? Open up the scheduler and click on a time slot to create a new work order. Learn who to create the job for and schedule them directly from the dispatcher mode.
Creating a New Work Order for a Customer
In this video, find out how to create a new work order for a customer.
How to Use Job Costing to Keep Track of Project Costs
Did you know ServiceBox has a built-in job costing function that lets you track expenses and profit? Watch this video to see how it can make your day-to-day easier.
Using Notes for Improved Communication
Learn how to use notes inside a work order to improve customer and employee communication.
Add Checklists to Work Orders
Most companies need repeatable processes. With checklists, you can create forms with checkboxes, drop-downs, multi-select, titles and large or small text and have an employee sign to verify the work order is complete. Once done, you can share the completed checklist with a customer.
Adding Pictures to a Work Order
Keep an eye on your exceptional work by taking before-and-after pictures of a job. Once added, you can include these pictures in the work order printout or the invoices.
Change a Time Slot from One Tech to Another
If you have multiple technicians and schedule jobs regularly, you may need to change a slot to another tech. This video shows you how.
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.co