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Quick Video Tutorials
11 articles in this collection
Written by
Derek Deng
Video: ServiceBridge High-Level Overview
Schedule and Distribute Jobs, Eliminate Paperwork and Engage Customers to Increase Sales, Send Job and Customer Information to Mobile Device
Written by
Derek Deng
Updated over a week ago
Video: Navigate Around ServiceBridge
Best Practises how to Input a new Service, Product, Customer; Narrow down and Filter your Search to Seamlessly Navigate around ServiceBridge
Written by
Derek Deng
Updated over a week ago
Video: Create a Work Order
Go through how to create Work Order, Schedule, Set Reminder and Add Products and Services
Written by
Derek Deng
Updated over a week ago
Video: Create Invoice from Work Order
Issue Invoice once Work Order is complete
Written by
Derek Deng
Updated over a week ago
Video: Print Preview and Send Invoice and to a Customer
Print Preview Invoice and Send Invoice to Customer via QuickBooks
Written by
Derek Deng
Updated over a week ago
Video: Apply Payment to an Invoice
Add and Apply Payment to an Invoice
Written by
Derek Deng
Updated over a week ago
Video: Create and Invoice a Project
Create a Project (aka multi-visit job) with multiple visits and issue Invoice
Written by
Derek Deng
Updated over a week ago
Video: Account Overview
Take Payments and apply to Work Orders and seamlessly sync to QuickBooks Online
Written by
Derek Deng
Updated over a week ago
Video: Create and Save Custom Report
Slice your Revenue, Estimates, Marketing and Accounting Data via Building a Custom Report
Written by
Derek Deng
Updated over a week ago
Video: Company Settings Overview
Manage Company-wide settings via Company Settings
Written by
Derek Deng
Updated over a week ago
Video: Activity Notes
Use Activity Notes and add additional notes to Customer, Estimate, Work Order, Invoice, Project records.
Written by
Derek Deng
Updated over a week ago