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

Happy Halloween

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.

Status Changes

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.

Copying work orders

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

Get a full demo of our software

No Obligation Demo

One Month Free

Free One on One Support

As Low as $20 / user


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!


More Articles

Screenshot - Line

Showing Customer Contact Information on a Workorder

Some of our customers have been asking us how to show customer contact information on a workorder. We thought we’d add a little step-by-step guide to the newsletter this month in case any of you are wondering the same thing. It’s just one more little hidden feature that makes some peoples’ lives better. Here’s the

Read More »
Tim Hildebrand

Who is Tim Hildebrand?

Tim Hildebrand is based in Burbank, CA, and handles our social media accounts. He also works in our marketing department as head copy writer. We thought you might like to hear a bit about the man behind the Instagram… SB: Hey Tim, thanks for taking the time to chat with us. Tim: For sure. SB:

Read More »
Camera Accessory - Mobile device

ServiceBox is Looking for Brand Ambassadors

ServiceBox has begun working with social media influencers, and are in negotiations with some heavy hitters. But our product is so much more than just a polyethylene water bottle or $200 pair of sunglasses, and there’s special value in partnering with influencers who already know our product, and whose target demographic aligns with ours. So

Read More »

ServiceBox MarketPlace is Here

Starting this Fall, ServiceBox is introducing a new bundle of complimentary features. It’s called “ServiceBox Marketplace”, and it’s designed to take your company’s online presence and marketing to the next level. Here’s some of what it can do: Reputation Management: Connect your Facebook, Google My Business, and Google Analytics accounts to Marketplace so you can respond

Read More »
Krushna Kulkarni

Meet Krushna Kulkarni

Krushna Kulkarni joined ServiceBox after immigrating to Canada from India, so he’s adjusting to a lot more than just a workplace environment. But he has done a marvellous job and is quickly establishing himself as an irreplaceable member of the ServiceBox team. We sat down with Krushna this month to ask him how it’s going.

Read More »

Checklists on Recurring Workorders

You asked for it, and here it is. You can now assign any checklist to generate automatically on a recurring workorder. Here’s how it works: Click on “Recurring Work” in the left vertical menu and choose any of the recurring work orders that appear in the column to the right. Within the recurring workorder, click

Read More »

Get content likes this sent directly to your inbox!