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How to setup branches in QuickBooks Online

Browser not auto-filling your login credentials? Quickly fix the problem with these steps.

Problems logging in?

Automatically pre-fill branches, taxes, cities, and states by entering ZIP Code when creating new customer records.

Setting up ZIP Codes (Zones)

Job Custom Fields

Products & Services Settings

How to Create Roles

Pricing Groups

Use the Supervisor Role and empower your users to manage team performance on their mobile devices

Supervisor Role

This article provides instructions on enabling and using the Credit Card Surcharge feature.

Using the Credit Card Surcharge Feature

How to setup Klipfolio

Settings and Configuration

Email Delivery Status

Use Assets to plan and schedule maintenance

Asset Management

Timesheets

Enabling/Disabling plugins

Asset Categories, Models and Settings

Personalize your personnel records with custom fields

Create Personnel Custom Fields

Work Orders Section Overview

Work Order/ Estimate Descriptions

Change Status or Invoice Multiple Work Orders using Bulk Actions

Manage your Work Orders and Estimates in Bulk

Barcode Scanning

Knowledge Assets

Commission Roles allow applying different commission rates and incentives to each technician and/or sales rep

Creating Commission Roles

Applying Commission Roles

Commissions Report

Manage Device Settings

Public API

Using Branches to Run a Multi-Location Business in ServiceBridge

Find out about the Fillable PDFs feature and its functionality with this article.

About Fillable PDFs

This article contains detailed information on Home Page features and functionality.

About the Home Page

This article provides an overview of the Service Agreements feature and instructions on how to use the feature.

About Service Agreements

This article provides information and instructions on using the Service Plans feature.

About Service Plans

This article provides instructions on how to create and manage multi-visit work orders and/or estimates.

Managing Multi-Visit Work Orders

Service Agreement Alerts help you monitor, filter, and manage overdue or expiring service agreements in one centralized, real-time view.

Service Agreement Alerts – Quick Guide

About Smart Scheduler

Empower Your Office

Display job locations and the fastest routes on Daily Route

Daily Route

Utilize the ServiceBridge Geo Tracking page to optimize the routes for your technicians

Daily Route Optimization

Tracking View

Send a push notification to a mobile technician for both Jobs and Tasks

Push Notifications for Jobs / Tasks on Mobile Devices

Swipe and Collect Credit Card Payments

This article provides instructions on using Service Agreements from the SB Mobile app.

Managing Service Agreements on the Mobile App

Adding photos to a job from mobile device

Mobilize Your Team

Allow your customers to view all previous, present, and future jobs as well as estimates via Customer Portal

Customer Portal

Creating A New Account for Customer Portal

Inviting Customers to Customer Portal

Impersonate a Customer

Final Visit Confirmation + Feedback + Reviews

This article provides details and instructions on using the Text-to-Pay feature.

Using Text-to-Pay

This article provides instructions on how to send and manage Job Confirmations.

About Job Confirmations

Engage Your Customers

Promissory Notes

Royalty Adjustments

Importing Territories

Google Sign in

National Accounts Setup

National Accounts Billing

Company Documents and Custom Fields

Company Activity Notes

This article instructs users on how to use the Partial Royalty Exemption feature.

Using Partial Royalty Exemptions

Manage Franchise

How to Track Past Due Invoices

PCI Self-Assessment Questionnaire User Guide

Adding Payment Methods

Credit Memo Refund

Refund Receipt

Overpayment Refund

Set a default refund item

Recurring Invoices

Saved Cards with Authorize.net

Prepare your Authorize.net account for integration with ServiceBridge

How to Collect Payments Using a Saved Cards Online

Requirement and procedure for customer card details

Migrating Credit Card Tokens Between Payment Processors

This article provides information about consumer financing available through GreenSky®.

About Consumer Financing

Estimate Approval

How ServiceBridge is Affected by Daylight Savings Time

Time Logging and Timesheets at Beginning and End of Daylight Savings Time

Manage Accounting

QuickBooks Classes and ServiceBridge

How to use Service Date on QuickBooks Invoice templates

QuickBooks Online Automated Sales Tax

Setup Automated Sales Tax on QuickBooks Online

This articles discusses how to setup taxes and tax zones if your account is connected to QuickBooks

How to setup taxes with QuickBooks Online

This collection contains helpful articles about QuickBooks and ServiceBridge.

QuickBooks

Learn about the differences between Customers, Prospects, and Leads in ServiceBridge

Customers vs Prospects vs Leads

Learn how to configure ServiceBridge to determine which marketing campaigns are generating the greatest return on investment.

How to setup & manage Marketing Campaigns, Leads, and Marketing ROI Reports

Learn how to use the Public API to create a Lead in ServiceBridge

How to create a Lead

Learn how Leads are processed and why each process is important

How to process Leads

Learn how to setup and configure AvidTrak to create leads

How to configure AvidTrak

Manage Leads and Marketing ROI

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