Help Center

Customer Portal Improvements in FSM

Written by Kyle Kalember
Updated this week

How to setup Klipfolio

Written by Bill Cronin
Updated this week

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

How ServiceBridge is Affected by Daylight Savings Time

Written by Derek Deng
Updated this week

Supported Browsers & Mobile Operating Systems

Written by Bill Cronin
Updated this week

Adding photos to a job from mobile device

How to add photos to a job

Written by Derek Deng
Updated this week

Setting up ZIP Codes (Zones)

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

Written by Derek Deng
Updated this week

Job Custom Fields

Written by Derek Deng
Updated this week

Products & Services Settings

Written by Derek Deng
Updated this week

How to Create Roles

Written by Derek Deng
Updated this week

Pricing Groups

How to create Pricing Groups

Written by Derek Deng
Updated this week

Supervisor Role

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

Written by Derek Deng
Updated this week

Asset Management

Use Assets to plan and schedule maintenance

Written by Kyle Kalember
Updated this week

Timesheets

Written by Kyle Kalember
Updated this week

Enabling/Disabling plugins

Written by Derek Deng
Updated this week

Credit Card Surcharge on Invoices

How to issue a surcharge on an invoice for credit card use

Written by Derek Deng
Updated this week

Asset Categories, Models and Settings

Written by Kyle Kalember
Updated this week

Create Personnel Custom Fields

Personalize your personnel records with custom fields

Written by Derek Deng
Updated this week

Work Orders Section Overview

Written by Derek Deng
Updated this week

Work Order/ Estimate Descriptions

Written by Derek Deng
Updated this week

Manage your Work Orders and Estimates in Bulk

Change Status or Invoice Multiple Work Orders using Bulk Actions

Written by Derek Deng
Updated this week

Barcode Scanning

Written by Derek Deng
Updated this week

Knowledge Assets

Written by Derek Deng
Updated this week

Creating Commission Roles

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

Written by Derek Deng
Updated this week

Applying Commission Roles

Written by Derek Deng
Updated this week

Commissions Report

Written by Derek Deng
Updated this week

Manage Device Settings

Written by Derek Deng
Updated this week

Public API

Written by Derek Deng
Updated this week

Using Branches to Run a Multi-Location Business in ServiceBridge

Written by Derek Deng
Updated this week

Daily Route

Display job locations and the fastest routes on Daily Route

Written by Derek Deng
Updated this week

Daily Route Optimization

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

Written by Kyle Kalember
Updated this week

Tracking View

Written by Derek Deng
Updated this week

Push Notifications for Jobs / Tasks on Mobile Devices

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

Written by Derek Deng
Updated this week

Track Time on Device

Written by Derek Deng
Updated this week

Swipe and Collect Credit Card Payments

Written by Derek Deng
Updated this week

Customer Portal

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

Written by Kyle Kalember
Updated this week

Creating A New Account for Customer Portal

Written by Derek Deng
Updated this week

Inviting Customers to Customer Portal

Written by Derek Deng
Updated this week

Impersonate a Customer

Written by Derek Deng
Updated this week

Final Visit Confirmation + Feedback + Reviews

Written by Derek Deng
Updated this week

Promissory Notes

Written by Derek Deng
Updated this week

Royalty Adjustments

Written by Derek Deng
Updated this week

Royalty Exemptions

Written by Derek Deng
Updated this week

Importing Territories

Written by Kyle Kalember
Updated this week

Google Sign in

Written by Derek Deng
Updated this week

National Accounts Setup

Written by Derek Deng
Updated this week

National Accounts Billing

Written by Derek Deng
Updated this week

Company Documents and Custom Fields

Written by Derek Deng
Updated this week

Company Activity Notes

Written by Derek Deng
Updated this week

How to Track Past Due Invoices

Written by Derek Deng
Updated this week

Taxes on QuickBooks & ServiceBridge

Written by Derek Deng
Updated this week

QuickBooks Online Automated Sales Tax

Written by Derek Deng
Updated this week

Adding Payment Methods

Written by Kyle Kalember
Updated this week

Credit Memo Refund

Written by Derek Deng
Updated this week

Refund Receipt

Written by Derek Deng
Updated this week

Overpayment Refund

Written by Derek Deng
Updated this week

Set a default refund item

Written by Derek Deng
Updated this week

Recurring Invoices

Written by Derek Deng
Updated this week

How to use Service Date on QuickBooks Invoice templates

Written by Derek Deng
Updated this week

Saved Cards with Authorize.net

Written by Derek Deng
Updated this week

Prepare your Authorize.net account for integration with ServiceBridge

Written by Derek Deng
Updated this week

How to Collect Payments Using a Saved Cards Online

Written by Derek Deng
Updated this week

Migrating Credit Card Tokens Between Payment Processors

Requirement and procedure for customer card details

Written by Derek Deng
Updated this week

QuickBooks Classes and ServiceBridge

Written by Derek Deng
Updated this week

Customers vs Prospects vs Leads

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

Written by Bill Cronin
Updated this week

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 this week

How to create a Lead

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

Written by Bill Cronin
Updated this week

How to process Leads

Learn how Leads are processed and why each process is important

Written by Bill Cronin
Updated this week

How to configure AvidTrak

Learn how to setup and configure AvidTrak to create leads

Written by Bill Cronin
Updated this week