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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.

 

Scheduler Overview

The schedule is an important part of getting work completed.  We will show how to schedule multiple techs to a job.

 

Schedule Multiple Technicians to a Work Order

This video will show you how to utilize the dispatcher mode in our scheduler to add multiple technicians to a work order.

 

Create Non Work Order Events on the Scheduler

Sometimes there is a need to create events for other 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 that ServiceBox has a built in job costing function that allows you to keep track of expenses and profit? Check this video out to find out how this will make your day to day easier.

 

 

Using Notes for Improved Communication

Find out how to use notes inside of a work order to improve customer and employee communication.

 

Add Checklists to Work Orders

For most companies, the need to create repeatable processes is high. With checklists you can create forms that include checkboxes, drop downs, multi select, titles, large or small text and have an employee sign to verify a work order is completed. 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 pictures of the before and after of a job. Once added, you can include these pictures in the work order print out or the invoices.

 

Change a Time Slot from One Tech to Another

If you have multiple technicians and you are scheduling jobs regularly you may need to change one slot to another tech. This video shows you how.

 

 

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.