Product Tours

Quick Video Tutorials

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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
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Written by Derek Deng
Updated yesterday

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
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Written by Derek Deng
Updated yesterday

Video: Create a Work Order

Go through how to create Work Order, Schedule, Set Reminder and Add Products and Services
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Written by Derek Deng
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Video: Create Invoice from Work Order

Issue Invoice once Work Order is complete
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Written by Derek Deng
Updated yesterday

Video: Print Preview and Send Invoice and to a Customer

Print Preview Invoice and Send Invoice to Customer via QuickBooks
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Written by Derek Deng
Updated yesterday

Video: Apply Payment to an Invoice

Add and Apply Payment to an Invoice
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Written by Derek Deng
Updated yesterday

Video: Create and Invoice a Project

Create a Project (aka multi-visit job) with multiple visits and issue Invoice
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Written by Derek Deng
Updated yesterday

Video: Account Overview

Take Payments and apply to Work Orders and seamlessly sync to QuickBooks Online
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Written by Derek Deng
Updated yesterday

Video: Create and Save Custom Report

Slice your Revenue, Estimates, Marketing and Accounting Data via Building a Custom Report
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Written by Derek Deng
Updated yesterday

Video: Company Settings Overview

Manage Company-wide settings via Company Settings
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Written by Derek Deng
Updated yesterday

Video: Activity Notes

Use Activity Notes and add additional notes to Customer, Estimate, Work Order, Invoice, Project records.
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Written by Derek Deng
Updated yesterday