ServiceBox #1 The Best Service Business Software

ServiceBox Release – Version 6.0

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

New Features – Version 6.0

Payments

ServiceBox now allows your company to take and handle payments for your company. You will now be able to enter payments into the invoice and define the type of payments that you take for your company. All payments are accounted for in your chosen accounting software when synced. We also handle any refunds that are processed in the payments section in the invoice. To turn on Payments go to Settings -> Plan -> Features, and check off the Payments feature. Once turned on all settings for the Payments are located in Settings -> Invoice -> Payments.

Stripe Payment Integration

In addition to the payments feature you are now able to process credit card payments through Stripe (www.stripe.com). All that is required is to sign up for a new Stripe account for your company and connecting the stripe account through ServiceBox Settings. To connect to stripe go to Settings -> Invoices -> Payments, and click on the Connect with Stripe button.

Stripe.com is the same payment processing that ServiceBox uses to process payments.

If you would like us to walk you through the set up of the Payments and payment processing please contact us at support@jobboxsoft.com or call us at 1-888-727-4983.

Timesheet Entry Notes

You will now be able to enter labour notes when entering time into a Work Order. The notes can be entered into the labour item or it can be linked to a maintenance note. If a note is linked to a maintenance note then if the mainetnance note or the labour note is edited then the note will update in all locations. The notes will appear when the work order is printed with the labour table. Also in the employees timesheet all notes will be able to be viewed and edited from the timesheet. To turn on the Timesheet Entry Notes go to Settings -> Plan -> Features, and select the Workorder Labour Notes. If you would like to add notes for any extra timesheet items (ie Shop Work, Holidays, etc), then you can select the feature: Timesheet Item Notes.

Work Orders Materials Cost

In the Work Order, there is the ability to enter in the Materials used for the job. Before the details only included: Item, Quantity, Date. Now we can include the unit cost for the item, so when you select an item in the Materials section it will now load up the unit cost if you would want. Also if you enter in a new unit cost for the item it will update the costs for the items in the price list. Also invoices created using time and materials will import in the items with the list that is entered into the unit cost field. In order to turn this feature on, ensure the Materials section is added into the Work Order by selecting the following Settings -> Plan -> Features, and select the Workorder Materials feature. If you would like to include the Materials Cost, select the feature Show Materials Cost.

Recurring Work as of last closed work order

If you have Recurring Work Orders turned on, there is now the ability for you to only generate the next work order based on the closed date of the last created work order. This way you will only generate the next work order once the last created work order is completed. In order to use this feature you can open up a recurring work order and select Schedule after last closed workorder.

Work Order Report

You can now generate a report that will display all of the Work Orders and the Status of a specific period. So you can view all work order and their status for a specific period. If you want to view only specific customers then you can choose a specific customer to generate the report for that customer. To view this report go to Reporting -> Workorder Report.

Added ‘Uncategorized’ link for Customer Categories

If you have Customer Categories turned on you will now see an ‘Uncategorized’ link for all of customers that do not have a category. This now makes it easier to change the category for customers.

General Bug Fixes

  1. Improved searches for work orders
  2. I did this as well

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

The ServiceBox Feature Request Page and Change Log

Did you know you can now schedule groups of people at a time?  Or that we added in the ability to restrict users’ check ins to one work order at a time?  Little upgrades are happening continually in ServiceBox, and there are functionalities built-in with which you can both request new changes, and keep on

Read More »

ServiceBox and QuickBooks Online

North America’s top service software connects seamlessly with QuickBooks Online, to eliminate the need for manual data entry and free up your time for other things. ServiceBox is a “top to bottom” field management software that allows you to run all aspects of your business from the office, home or jobsite: Quotes, work orders, invoices,

Read More »

ServiceBox and Sage 50 Canada

It takes a Canadian-based tech company to truly understand what Canadian service companies are up against. ServiceBox is the only top-tier North American service software that connects seamlessly with Sage 50 Canada, eliminating countless hours of data entry and freeing up your admins for other things. ServiceBox is a “top to bottom” field management software

Read More »

ServiceBox and QuickBooks Desktop

North America’s top service software connects seamlessly with QuickBooks Desktop, to eliminate the need for manual data entry and frees up your time for other things. ServiceBox is a “top to bottom” field management software that allows you to run all aspects of your business from the office, home or jobsite: Quotes, work orders, invoices,

Read More »

Interview with CEO Jon Clifford

The following is a condensed version of Jon’s recent podcast interview on Out of the Box. To see the whole interview, check out the link at the bottom of the page… SB: We’re so thankful to have Jon Clifford here, CEO of ServiceBox software. This is a special guest we’ve been saving. Jon, there’s so

Read More »

Out of the Box with Tim Hildebrand

 Last month, ServiceBox premiered a new Youtube podcast called Out of the Box, featuring host Tim Hildebrand. Tim talks to tradespeople and trades-related influencers about what they do best, and he’s always fishing for good stories. “Tell me about your weirdest job” is something you’ll hear at least once per episode. The show draws from

Read More »

Get content likes this sent directly to your inbox!