Supported Browsers & Mobile Operating Systems

Chrome, Safari, Edge. iOS 10 and greater. Android 4.1 and greater.

Written by John C
Updated over a week ago

Create Personnel Custom Fields

Personalize your personnel records with custom fields

Written by Sabrina St. Peter
Updated over a week ago

How to Create an Estimate

Written by Asta Pukaite-Kajoke
Updated over a week ago

Tracking View

Written by Asta Pukaite-Kajoke
Updated over a week ago

Work Orders Section Overview

Written by Asta Pukaite-Kajoke
Updated over a week ago

Work Order/ Estimate Descriptions

Written by Asta Pukaite-Kajoke
Updated over a week ago

Manage your Work Orders in Bulk

Change Status or Invoice Multiple Work Orders using Bulk Actions

Written by Asta Pukaite-Kajoke
Updated over a week ago

Products & Services Section Overview

Written by Asta Pukaite-Kajoke
Updated over a week ago

How To Add Products/Services/Bundles

Written by Asta Pukaite-Kajoke
Updated over a week ago

Timesheets

Written by Asta Pukaite-Kajoke
Updated over a week ago

Assets Management

Use Assets to plan and schedule maintenance

Written by Asta Pukaite-Kajoke
Updated over a week ago

Applying Commission Roles

Written by Asta Pukaite-Kajoke
Updated over a week ago

Barcode Scanning

Written by Asta Pukaite-Kajoke
Updated over a week ago

Knowledge Assets

Written by Asta Pukaite-Kajoke
Updated over a week ago

Manage Device Settings

Written by Asta Pukaite-Kajoke
Updated over a week ago

Use ServiceBridge to Run a Multi-Location Business

Written by Asta Pukaite-Kajoke
Updated over a week ago

Customers vs Prospects vs Leads

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

Written by John C
Updated over a week ago

Leads Processes

Learn how Leads are processed and why each process is important

Written by John C
Updated over a week ago

Public API and Leads

How to use the Public API to create Leads in ServiceBridge

Written by John C
Updated over a week ago

Public API

Written by Asta Pukaite-Kajoke
Updated over a week ago

Create Custom Reports

Written by Asta Pukaite-Kajoke
Updated over a week ago

Digital Form Reports

Written by Asta Pukaite-Kajoke
Updated over a week ago

Commissions Report

Written by Asta Pukaite-Kajoke
Updated over a week ago

Daily Route

Display job locations and the fastest routes on Daily Route

Written by Asta Pukaite-Kajoke
Updated over a week ago

Push Notifications for Jobs / Tasks on Mobile Devices

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

Written by Asta Pukaite-Kajoke
Updated over a week ago

Track Time on Device

Written by Asta Pukaite-Kajoke
Updated over a week ago

Swipe and Collect Credit Card Payments

Written by Asta Pukaite-Kajoke
Updated over a week ago

Customer Portal Overview

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

Written by Asta Pukaite-Kajoke
Updated over a week ago

Creating A New Account for Customer Portal

Written by Asta Pukaite-Kajoke
Updated over a week ago

Inviting Customers to Customer Portal

Written by Asta Pukaite-Kajoke
Updated over a week ago

Impersonate a Customer

Written by Asta Pukaite-Kajoke
Updated over a week ago

Final Visit Confirmation + Feedback + Reviews

Written by Asta Pukaite-Kajoke
Updated over a week ago

Promissory Notes

Written by Asta Pukaite-Kajoke
Updated over a week ago

Royalty Adjustments

Written by Asta Pukaite-Kajoke
Updated over a week ago

Royalty Exemptions

Written by Asta Pukaite-Kajoke
Updated over a week ago

Google Sign in

Written by Asta Pukaite-Kajoke
Updated over a week ago

National Accounts Setup

Written by Asta Pukaite-Kajoke
Updated over a week ago

National Accounts Billing

Written by Asta Pukaite-Kajoke
Updated over a week ago

Company Documents and Custom Fields

Written by Asta Pukaite-Kajoke
Updated over a week ago

Company Activity Notes

Written by Asta Pukaite-Kajoke
Updated over a week ago

How to Track Past Due Invoices

Written by Asta Pukaite-Kajoke
Updated over a week ago

Applying Payments on Invoice

Written by Asta Pukaite-Kajoke
Updated over a week ago

Taxes on QuickBooks & ServiceBridge

Written by Asta Pukaite-Kajoke
Updated over a week ago

QuickBooks Online Automated Sales Tax

Written by Asta Pukaite-Kajoke
Updated over a week ago

Credit Memo Refund

Written by Asta Pukaite-Kajoke
Updated over a week ago

Refund Receipt

Written by Asta Pukaite-Kajoke
Updated over a week ago

Overpayment Refund

Written by Asta Pukaite-Kajoke
Updated over a week ago

Set a default refund item

Written by Asta Pukaite-Kajoke
Updated over a week ago

Recurring Invoices

Written by Asta Pukaite-Kajoke
Updated over a week ago

How to use Service Date on QuickBooks Invoice templates

Written by Asta Pukaite-Kajoke
Updated over a week ago

Payment Profiles with Authorize.net

Written by Asta Pukaite-Kajoke
Updated over a week ago

How to Collect Payments Using Payment Profiles Online

Written by Asta Pukaite-Kajoke
Updated over a week ago

Prepare your Authorize.net account for integration with ServiceBridge

Written by Asta Pukaite-Kajoke
Updated over a week ago

Link QuickBooks Merchant account to ServiceBridge

Written by Asta Pukaite-Kajoke
Updated over a week ago

QuickBooks Classes and ServiceBridge

Written by Asta Pukaite-Kajoke
Updated over a week ago