GPS Insight Platform

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

This article contains information on the Smart Scheduler feature and instructions on how to use it.

About Smart Scheduler

Learn how to set custom working hours for each team in the Smart Scheduler, including overnight shifts, so jobs are only assigned when your teams are actually available.

Configure Team Working Hours in Smart Scheduler

Empower Your Office

Join a webinar

Login to ServiceBridge

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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