Help Center

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64 articles in this collection
Written by Bill Cronin, Sabrina St. Peter, Derek Deng and 1 other

How to setup Klipfolio

Written by Bill Cronin
Updated over a week ago

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

How ServiceBridge is Affected by Daylight Savings Time

Written by Sabrina St. Peter
Updated over a week ago

Supported Browsers & Mobile Operating Systems

Written by Bill Cronin
Updated over a week ago

Adding photos to a job from mobile device

How to add photos to a job

Written by Derek Deng
Updated over a week ago

Settings and Configuration

Setting up ZIP Codes (Zones)

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

Written by Sabrina St. Peter
Updated over a week ago

Job Custom Fields

Written by Sabrina St. Peter
Updated over a week ago

Products & Services settings

Written by Sabrina St. Peter
Updated over a week ago

How to Create Roles

Written by Sabrina St. Peter
Updated over a week ago

Pricing Groups

How to create Pricing Groups

Written by Derek Deng
Updated over a week ago

Supervisor Role

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

Written by Sabrina St. Peter
Updated over a week ago

Empower Your Office

Create Personnel Custom Fields

Personalize your personnel records with custom fields

Written by Sabrina St. Peter
Updated over a week ago

Work Orders Section Overview

Written by Sabrina St. Peter
Updated over a week ago

Work Order/ Estimate Descriptions

Written by Sabrina St. Peter
Updated over a week ago

Manage your Work Orders in Bulk

Change Status or Invoice Multiple Work Orders using Bulk Actions

Written by Sabrina St. Peter
Updated over a week ago

Assets Management

Use Assets to plan and schedule maintenance

Written by Sabrina St. Peter
Updated over a week ago

Timesheets

Written by Sabrina St. Peter
Updated over a week ago

Barcode Scanning

Written by Sabrina St. Peter
Updated over a week ago

Knowledge Assets

Written by Sabrina St. Peter
Updated over a week ago

Creating Commission Roles

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

Written by Sabrina St. Peter
Updated over a week ago

Applying Commission Roles

Written by Sabrina St. Peter
Updated over a week ago

Commissions Report

Written by Sabrina St. Peter
Updated over a week ago

Manage Device Settings

Written by Sabrina St. Peter
Updated over a week ago

Using Branches to Run a Multi-Location Business in ServiceBridge

Written by Sabrina St. Peter
Updated over a week ago

Public API

Written by Sabrina St. Peter
Updated over a week ago

Mobilize Your Team

Daily Route

Display job locations and the fastest routes on Daily Route

Written by Sabrina St. Peter
Updated over a week ago

Daily Route Optimization

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

Written by Kyle Kalember
Updated over a week ago

Tracking View

Written by Sabrina St. Peter
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 Sabrina St. Peter
Updated over a week ago

Track Time on Device

Written by Sabrina St. Peter
Updated over a week ago

Swipe and Collect Credit Card Payments

Written by Sabrina St. Peter
Updated over a week ago

Engage Your Customers

Creating A New Account for Customer Portal

Written by Sabrina St. Peter
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 Sabrina St. Peter
Updated over a week ago

Inviting Customers to Customer Portal

Written by Sabrina St. Peter
Updated over a week ago

Impersonate a Customer

Written by Sabrina St. Peter
Updated over a week ago

Final Visit Confirmation + Feedback + Reviews

Written by Sabrina St. Peter
Updated over a week ago

Manage Franchise

Promissory Notes

Written by Sabrina St. Peter
Updated over a week ago

Royalty Adjustments

Written by Sabrina St. Peter
Updated over a week ago

Royalty Exemptions

Written by Sabrina St. Peter
Updated over a week ago

Importing Territories

Written by Kyle Kalember
Updated over a week ago

Google Sign in

Written by Sabrina St. Peter
Updated over a week ago

National Accounts Setup

Written by Sabrina St. Peter
Updated over a week ago

National Accounts Billing

Written by Sabrina St. Peter
Updated over a week ago

Company Documents and Custom Fields

Written by Sabrina St. Peter
Updated over a week ago

Company Activity Notes

Written by Sabrina St. Peter
Updated over a week ago

Manage Accounting

How to Track Past Due Invoices

Written by Sabrina St. Peter
Updated over a week ago

Taxes on QuickBooks & ServiceBridge

Written by Sabrina St. Peter
Updated over a week ago

QuickBooks Online Automated Sales Tax

Written by Sabrina St. Peter
Updated over a week ago

Adding Payment Methods

Written by Kyle Kalember
Updated over a week ago

Credit Memo Refund

Written by Sabrina St. Peter
Updated over a week ago

Refund Receipt

Written by Sabrina St. Peter
Updated over a week ago

Overpayment Refund

Written by Sabrina St. Peter
Updated over a week ago

Set a default refund item

Written by Sabrina St. Peter
Updated over a week ago

Recurring Invoices

Written by Sabrina St. Peter
Updated over a week ago

How to use Service Date on QuickBooks Invoice templates

Written by Sabrina St. Peter
Updated over a week ago

Saved Cards with Authorize.net

Written by Sabrina St. Peter
Updated over a week ago

Prepare your Authorize.net account for integration with ServiceBridge

Written by Sabrina St. Peter
Updated over a week ago

How to Collect Payments Using a Saved Cards Online

Written by Sabrina St. Peter
Updated over a week ago

Migrating Credit Card Tokens Between Payment Processors

Requirement and procedure for customer card details

Written by Derek Deng
Updated over a week ago

QuickBooks Classes and ServiceBridge

Written by Sabrina St. Peter
Updated over a week ago

Manage Leads and Marketing ROI

Customers vs Prospects vs Leads

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

Written by Bill Cronin
Updated over a week ago

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

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

Written by Bill Cronin
Updated over a week ago

How to create a Lead

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

Written by Bill Cronin
Updated over a week ago

How to process Leads

Learn how Leads are processed and why each process is important

Written by Bill Cronin
Updated over a week ago

How to configure AvidTrak

Learn how to setup and configure AvidTrak to create leads

Written by Bill Cronin
Updated over a week ago