FAQ

Dive in and get answers for common questions

Bill Cronin avatar Sabrina St. Peter avatar Kyle Kalember avatar
34 articles in this collection
Written by Bill Cronin, Sabrina St. Peter, and Kyle Kalember

Improvements to Customer Locations & Contacts (June 2020)

Describes important updates coming soon to Customer Locations and Contacts in ServiceBridge in June of 2020.
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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.
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Written by Kyle Kalember
Updated over a week ago

How to create a recurring Work Order

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Written by Kyle Kalember
Updated over a week ago

How to securely accept payments online with the Pay Now portal

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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
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Written by Kyle Kalember
Updated over a week ago

How to Edit Invoice Emails in ServiceBridge

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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
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Written by Kyle Kalember
Updated over a week ago

How to send a Work Order or Estimate Receipt

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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
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Written by Bill Cronin
Updated over a week ago

How to attach a discount to an invoice

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Written by Kyle Kalember
Updated over a week ago

How to link CardConnect with ServiceBridge

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Written by Kyle Kalember
Updated over a week ago

How to cancel a recurring Work Order

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Written by Kyle Kalember
Updated over a week ago

Why you might need to Refresh a Royalty Report

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Written by Kyle Kalember
Updated over a week ago

How to assign an existing device to a different employee

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Written by Kyle Kalember
Updated over a week ago

How to fix Google Sign In issues

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Written by Bill Cronin
Updated over a week ago

How to Void Payment

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Written by Sabrina St. Peter
Updated over a week ago

How to disconnect Quickbooks Online

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Written by Sabrina St. Peter
Updated over a week ago

How to Delete Photos

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Written by Sabrina St. Peter
Updated over a week ago

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

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Written by Sabrina St. Peter
Updated over a week ago

How to set Products & Services as Commissionable

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Written by Sabrina St. Peter
Updated over a week ago

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

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Written by Sabrina St. Peter
Updated over a week ago

Fast Resolution of Common Support Issues

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Written by Sabrina St. Peter
Updated over a week ago

How To Consolidate Two Branches Into Single Branch

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Written by Sabrina St. Peter
Updated over a week ago

How to Force Stop or Close the Application in the Background

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Written by Sabrina St. Peter
Updated over a week ago

How To Add a Team

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Written by Sabrina St. Peter
Updated over a week ago

How to Enable Location Services on iOS and Android Devices

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Written by Sabrina St. Peter
Updated over a week ago

Update Invoices and Work Orders

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Written by Sabrina St. Peter
Updated over a week ago

How to Download the ServiceBridge App to iPhone or iPad

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Written by Sabrina St. Peter
Updated over a week ago

How to Merge Customers

Merge Customer and move all jobs and accounting data from duplicated Customer to the Master Customer
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Written by Sabrina St. Peter
Updated over a week ago

Where to find my Device ID

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Written by Sabrina St. Peter
Updated over a week ago

How to Update Your ServiceBridge Mobile App

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Written by Sabrina St. Peter
Updated over a week ago

All About Data Purging

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Written by Sabrina St. Peter
Updated over a week ago

How to delete device

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Written by Sabrina St. Peter
Updated over a week ago

How to Suspend a Job?

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Written by Sabrina St. Peter
Updated over a week ago