FAQ

Improvements to Customer Locations & Contacts (June 2020)

Describes important updates coming soon to Customer Locations and Contacts in ServiceBridge in June of 2020.

Written by Kyle Kalember
Updated over a week ago

How to use the Enhanced Job To-dos

To-dos is a new enhanced feature in ServiceBridge that will give your team some additional flexibility along with job custom fields.

Written by Kyle Kalember
Updated over a week ago

How to create a recurring Work Order

Written by Kyle Kalember
Updated over a week ago

How to securely accept payments online with the Pay Now portal

Written by Kyle Kalember
Updated over a week ago

How to add Personnel as a Sales Rep

This article will show you how to easily attach a 'Sales Rep' designation to your personnel members so they can be added to a Work Order

Written by Kyle Kalember
Updated over a week ago

How to Edit Invoice Emails in ServiceBridge

Written by Kyle Kalember
Updated over a week ago

Job Template FAQ

Learn what a job template is along with how to utilize them within ServiceBridge

Written by Kyle Kalember
Updated over a week ago

How to send a Work Order or Estimate Receipt

Written by Kyle Kalember
Updated over a week ago

How to use the VP3300 card reader

Read me if you have issues using the CardConnect VP3300 bluetooth card reader and swiper

Written by Bill Cronin
Updated over a week ago

How to attach a discount to an invoice

Written by Kyle Kalember
Updated over a week ago

How to link CardConnect with ServiceBridge

Written by Kyle Kalember
Updated over a week ago

How to cancel a recurring Work Order

Written by Kyle Kalember
Updated over a week ago

Why you might need to Refresh a Royalty Report

Written by Kyle Kalember
Updated over a week ago

How to assign an existing device to a different employee

Written by Kyle Kalember
Updated over a week ago

How to fix Google Sign In issues

Written by Bill Cronin
Updated over a week ago

How to Void Payment

Written by Derek Deng
Updated yesterday

How to disconnect Quickbooks Online

Written by Derek Deng
Updated yesterday

How to Delete Photos

Written by Derek Deng
Updated yesterday

Why can't I see job information on my mobile device?

Written by Derek Deng
Updated yesterday

How to set Products & Services as Commissionable

Written by Derek Deng
Updated yesterday

Why aren't taxes showing up on my work order?

Written by Derek Deng
Updated yesterday

Fast Resolution of Common Support Issues

Written by Derek Deng
Updated yesterday

How To Consolidate Two Branches Into Single Branch

Written by Derek Deng
Updated yesterday

How to Force Stop or Close the Application in the Background

Written by Derek Deng
Updated yesterday

How To Add a Team

Written by Derek Deng
Updated yesterday

How to Enable Location Services on iOS and Android Devices

Written by Derek Deng
Updated yesterday

Update Invoices and Work Orders

Written by Derek Deng
Updated yesterday

How to Download the ServiceBridge App to iPhone or iPad

Written by Derek Deng
Updated yesterday

How to Merge Customers

Merge Customer and move all jobs and accounting data from duplicated Customer to the Master Customer

Written by Derek Deng
Updated yesterday

Where to find my Device ID

Written by Derek Deng
Updated yesterday

How to Update Your ServiceBridge Mobile App

Written by Derek Deng
Updated yesterday

All About Data Purging

Written by Derek Deng
Updated yesterday

How to delete device

Written by Derek Deng
Updated yesterday

How to Suspend a Job?

Written by Derek Deng
Updated yesterday