GPS Insight - Field Service

Schedule and Distribute Jobs, Eliminate Paperwork and Engage Customers to Increase Sales, Send Job and Customer Information to Mobile Device

Video: ServiceBridge High-Level Overview

Best Practises how to Input a new Service, Product, Customer; Narrow down and Filter your Search to Seamlessly Navigate around ServiceBridge

Video: Navigate Around ServiceBridge

Go through how to create Work Order, Schedule, Set Reminder and Add Products and Services

Video: Create a Work Order

Issue Invoice once Work Order is complete

Video: Create Invoice from Work Order

Print Preview Invoice and Send Invoice to Customer via QuickBooks

Video: Print Preview and Send Invoice and to a Customer

Video: Apply Payment to an Invoice

Create a Project (aka multi-visit job) with multiple visits and issue Invoice

Video: Create and Invoice a Project

Take Payments and apply to Work Orders and seamlessly sync to QuickBooks Online

Video: Account Overview

Slice your Revenue, Estimates, Marketing and Accounting Data via Building a Custom Report

Video: Create and Save Custom Report

Manage Company-wide settings via Company Settings

Video: Company Settings Overview

Use Activity Notes and add additional notes to Customer, Estimate, Work Order, Invoice, Project records.

Video: Activity Notes

Product Tours

Introducing SMS Estimated Time of Arrival Notifications

On My Way SMS

Adding Signatures on Jobs (iOS)

Adding Signatures on Jobs (Android)

Getting Started

Join a webinar

Login to ServiceBridge

Find answers and get help from Intercom Support and Community Experts

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