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 Sabrina St. Peter
Updated over a week ago

How to disconnect Quickbooks Online

Written by Sabrina St. Peter
Updated over a week ago

How to Delete Photos

Written by Sabrina St. Peter
Updated over a week ago

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

Written by Sabrina St. Peter
Updated over a week ago

How to set Products & Services as Commissionable

Written by Sabrina St. Peter
Updated over a week ago

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

Written by Sabrina St. Peter
Updated over a week ago

Fast Resolution of Common Support Issues

Written by Sabrina St. Peter
Updated over a week ago

How To Consolidate Two Branches Into Single Branch

Written by Sabrina St. Peter
Updated over a week ago

How to Force Stop or Close the Application in the Background

Written by Sabrina St. Peter
Updated over a week ago

How To Add a Team

Written by Sabrina St. Peter
Updated over a week ago

How to Enable Location Services on iOS and Android Devices

Written by Sabrina St. Peter
Updated over a week ago

Update Invoices and Work Orders

Written by Sabrina St. Peter
Updated over a week ago

How to Download the ServiceBridge App to iPhone or iPad

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

Written by Sabrina St. Peter
Updated over a week ago

Where to find my Device ID

Written by Sabrina St. Peter
Updated over a week ago

How to Update Your ServiceBridge Mobile App

Written by Sabrina St. Peter
Updated over a week ago

All About Data Purging

Written by Sabrina St. Peter
Updated over a week ago

How to delete device

Written by Sabrina St. Peter
Updated over a week ago

How to Suspend a Job?

Written by Sabrina St. Peter
Updated over a week ago