ServiceBox #1 The Best Service Business Software

3 Tricks for Getting More out of ServiceBox

Share on facebook
Share on twitter
Share on linkedin
Share on reddit
Share on pinterest
Share on whatsapp

ServiceBox is a big program with lots of moving parts…so it may be there’s still a few tiny buttons and levers here and there you haven’t noticed, that could make your life simpler. Here’s 3 tricks for getting more out of our software:

1.   Email Confirmation Notes. “Did I or did I not email that quote?” We recently added an option in the features tab (Settings -> Plan -> Features) that allows you to automatically generate a note whenever a Quote, Work Order or Invoice is emailed. The note is small and simple, containing the recipient’s address, subject, body of the email, and the date. It stores in your “notes” tab. It’s a simple way to keep track of what went where, and you can turn on this option at the bottom of your Features tab, here:

2.   Automatic W.O. Status Changes. Generally speaking with ServiceBox, if you find yourself doing anything twice, there’s probably an easier way. That’s the whole point!  For instance, you can set up ServiceBox to automatically change the statuses on Work Orders when an invoice is submitted, so you don’t have to go back and do it manually. To make that happen, go to Settings -> Invoices -> Statuses, and you’ll see a column on the far right of the Invoice Statuses table called “Change Workorder to Status.” For each invoice status, you can set a corresponding Work Order status in that far right column to be automatically applied the moment the new Invoice status saves.

3.    Copying Materials from Quote to Work Order.  You don’t want to type any more than you have to, and we don’t want you to either. We’ve added in the option to copy all of the materials that are created inside the quote and move them into the Work Order automatically. This can really come in handy for technicians at a Job Site. Just go into the “Quotes” tab of your Settings, and check the box to make it happen on its own, every time.

If you want help with these or any other ServiceBox features, you can always reach our IT team through the “helpdesk” button in ServiceBox and we’d love to serve you!  Hopefully these three little tricks to help you save a couple minutes here and there. Now you can use that time for the really important things in life…like preparing a kick butt costume for the office party, or taking some sweet, sweet alone time with the Halloween candy before those darling Trick or Treaters get it all. Have a Happy Halloween!

 

Sales & Service
1-888-727-4983

Get a full demo of our software

No Obligation Demo

One Month Free

Free One on One Support

As Low as $20 / user

SHARE THIS ARTICLE

Share on facebook
Share on twitter
Share on linkedin
Share on whatsapp
Share on pinterest

Ready To Grow Your Service Business?

See how ServiceBox can help empower your business. Book a Demo and Get the 1st Month Free!

Articles

More Articles

Working From Home

There is an assumption among most people that life will eventually return to normal, and we will one day leave this whole Pandemic thing behind us. But there’s no denying it’s brought changes, and a person wonders if some of them might last. Companies have invested a lot of time and thought into continuing operations

Read More »

ServiceBox En Français?

You’ve asked for it, and we’ve delivered. ServiceBox is now available en français.  With a large % of the Canadian market in Quebec, and with so many french speaking communities throughout North America and the world, it only makes sense that ServiceBox’s quest to be the global leader in Service company software would take us

Read More »

Meet Lee Brodland

This month we sit down with Set-Up supervisor and Helpdesk king Lee Brodland. Chances are if you’re a customer, he’s helped you configure your software to get you started, and answered some questions along the way. But exactly who is this masked man? SB: Thanks for doing this Lee. We’d love our customers to get

Read More »
Covid Resources

Covid-19 Resources for the United States and Canada.

There’s good news in the fight against Covid-19. By all accounts, the curve has been flattened in North America, with some jurisdictions preparing to begin early phases of re-opening.  More than 20 vaccines are in development in different laboratories around the world, and some of them, like VIDO-Intervac in Saskatoon, Canada are poised to begin the

Read More »
Mike Schudel

Meet Mystery Mike: The Man Behind the Software

Mike Schudel is one of the co-founders of ServiceBox and our chief developer, and we thought it would be fun for you to meet him. He agreed to do a sit-down, and share some things about where he comes from, why he helped create ServiceBox, and where he sees the company going. SB: Thanks for

Read More »
Custom Software

Custom Software – We Can Make That Happen

The feedback we get again and again from customers who choose ServiceBox us is that they like how flexible the software is, and how it allows for customization. It’s often the point that sets us apart from competitors. But even so, occasionally a business will contact us and say “your product would be perfect for

Read More »
Laptop of ServiceBox Blog

Get content likes this sent directly to your inbox!