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67 articles in this collection
Written by
Bill Cronin,
Derek Deng,
and
Kyle Kalember
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
Derek Deng
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
Derek Deng
Updated over a week ago
Job Custom Fields
Written by
Derek Deng
Updated over a week ago
Products & Services Settings
Written by
Derek Deng
Updated this week
How to Create Roles
Written by
Derek Deng
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
Derek Deng
Updated over a week ago
Empower Your Office
Enabling/Disabling plugins
Written by
Derek Deng
Updated over a week ago
Credit Card Surcharge on Invoices
How to issue a surcharge on an invoice for credit card use
Written by
Derek Deng
Updated over a week ago
Asset Categories, Models and Settings
Written by
Kyle Kalember
Updated over a week ago
Create Personnel Custom Fields
Personalize your personnel records with custom fields
Written by
Derek Deng
Updated over a week ago
Work Orders Section Overview
Written by
Derek Deng
Updated over a week ago
Work Order/ Estimate Descriptions
Written by
Derek Deng
Updated over a week ago
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
Assets Management
Use Assets to plan and schedule maintenance
Written by
Derek Deng
Updated over a week ago
Timesheets
Written by
Derek Deng
Updated over a week ago
Barcode Scanning
Written by
Derek Deng
Updated over a week ago
Knowledge Assets
Written by
Derek Deng
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
Derek Deng
Updated over a week ago
Applying Commission Roles
Written by
Derek Deng
Updated over a week ago
Commissions Report
Written by
Derek Deng
Updated over a week ago
Manage Device Settings
Written by
Derek Deng
Updated over a week ago
Using Branches to Run a Multi-Location Business in ServiceBridge
Written by
Derek Deng
Updated over a week ago
Public API
Written by
Derek Deng
Updated over a week ago
Mobilize Your Team
Daily Route
Display job locations and the fastest routes on Daily Route
Written by
Derek Deng
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
Derek Deng
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
Derek Deng
Updated over a week ago
Track Time on Device
Written by
Derek Deng
Updated over a week ago
Swipe and Collect Credit Card Payments
Written by
Derek Deng
Updated over a week ago
Engage Your Customers
Creating A New Account for Customer Portal
Written by
Derek Deng
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
Derek Deng
Updated over a week ago
Inviting Customers to Customer Portal
Written by
Derek Deng
Updated over a week ago
Impersonate a Customer
Written by
Derek Deng
Updated over a week ago
Final Visit Confirmation + Feedback + Reviews
Written by
Derek Deng
Updated over a week ago
Manage Franchise
Promissory Notes
Written by
Derek Deng
Updated over a week ago
Royalty Adjustments
Written by
Derek Deng
Updated over a week ago
Royalty Exemptions
Written by
Derek Deng
Updated over a week ago
Importing Territories
Written by
Kyle Kalember
Updated over a week ago
Google Sign in
Written by
Derek Deng
Updated over a week ago
National Accounts Setup
Written by
Derek Deng
Updated over a week ago
National Accounts Billing
Written by
Derek Deng
Updated over a week ago
Company Documents and Custom Fields
Written by
Derek Deng
Updated over a week ago
Company Activity Notes
Written by
Derek Deng
Updated over a week ago
Manage Accounting
How to Track Past Due Invoices
Written by
Derek Deng
Updated over a week ago
Taxes on QuickBooks & ServiceBridge
Written by
Derek Deng
Updated over a week ago
QuickBooks Online Automated Sales Tax
Written by
Derek Deng
Updated over a week ago
Adding Payment Methods
Written by
Kyle Kalember
Updated over a week ago
Credit Memo Refund
Written by
Derek Deng
Updated over a week ago
Refund Receipt
Written by
Derek Deng
Updated over a week ago
Overpayment Refund
Written by
Derek Deng
Updated over a week ago
Set a default refund item
Written by
Derek Deng
Updated over a week ago
Recurring Invoices
Written by
Derek Deng
Updated over a week ago
How to use Service Date on QuickBooks Invoice templates
Written by
Derek Deng
Updated over a week ago
Saved Cards with Authorize.net
Written by
Derek Deng
Updated over a week ago
Prepare your Authorize.net account for integration with ServiceBridge
Written by
Derek Deng
Updated over a week ago
How to Collect Payments Using a Saved Cards Online
Written by
Derek Deng
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
Derek Deng
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