Product Tours

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 Sabrina St. Peter
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 Sabrina St. Peter
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 Sabrina St. Peter
Updated over a week ago

Video: Create Invoice from Work Order

Issue Invoice once Work Order is complete

Written by Sabrina St. Peter
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 Sabrina St. Peter
Updated over a week ago

Video: Apply Payment to an Invoice

Add and Apply Payment to an Invoice

Written by Sabrina St. Peter
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 Sabrina St. Peter
Updated over a week ago

Video: Account Overview

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

Written by Sabrina St. Peter
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 Sabrina St. Peter
Updated over a week ago

Video: Company Settings Overview

Manage Company-wide settings via Company Settings

Written by Sabrina St. Peter
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 Sabrina St. Peter
Updated over a week ago