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How to setup branches in QuickBooks Online

Browser not auto-filling your login credentials? Quickly fix the problem with these steps.

Problems logging in?

Automatically pre-fill branches, taxes, cities, and states by entering ZIP Code when creating new customer records.

Setting up ZIP Codes (Zones)

Job Custom Fields

Products & Services Settings

How to Create Roles

Pricing Groups

Use the Supervisor Role and empower your users to manage team performance on their mobile devices

Supervisor Role

This article provides instructions on enabling and using the Credit Card Surcharge feature.

Using the Credit Card Surcharge Feature

How to setup Klipfolio

Runs into a snag setting up working hours in Smart Scheduler? This guide covers the most common issues — from greyed-out dropdowns to unassigned jobs — with clear, step-by-step fixes…

Troubleshooting: Configure Working Hours

Settings and Configuration

Email Delivery Status

Use Assets to plan and schedule maintenance

Asset Management

Timesheets

Enabling/Disabling plugins

Asset Categories, Models and Settings

Personalize your personnel records with custom fields

Create Personnel Custom Fields

Work Orders Section Overview

Work Order/ Estimate Descriptions

Change Status or Invoice Multiple Work Orders using Bulk Actions

Manage your Work Orders and Estimates in Bulk

Barcode Scanning

Knowledge Assets

Commission Roles allow applying different commission rates and incentives to each technician and/or sales rep

Creating Commission Roles

Applying Commission Roles

Commissions Report

Manage Device Settings

Public API

Using Branches to Run a Multi-Location Business in ServiceBridge

Find out about the Fillable PDFs feature and its functionality with this article.

About Fillable PDFs

This article contains detailed information on Home Page features and functionality.

About the Home Page

This article provides an overview of the Service Agreements feature and instructions on how to use the feature.

About Service Agreements

This article provides information and instructions on using the Service Plans feature.

About Service Plans

This article provides instructions on how to create and manage multi-visit work orders and/or estimates.

Managing Multi-Visit Work Orders

Service Agreement Alerts help you monitor, filter, and manage overdue or expiring service agreements in one centralized, real-time view.

Service Agreement Alerts – Quick Guide

This article contains information on the Smart Scheduler feature and instructions on how to use it.

About Smart Scheduler

Learn how to set custom working hours for each team in the Smart Scheduler, including overnight shifts, so jobs are only assigned when your teams are actually available.

Configure Team Working Hours in Smart Scheduler

Empower Your Office

Display job locations and the fastest routes on Daily Route

Daily Route

Utilize the ServiceBridge Geo Tracking page to optimize the routes for your technicians

Daily Route Optimization

Tracking View

Send a push notification to a mobile technician for both Jobs and Tasks

Push Notifications for Jobs / Tasks on Mobile Devices

Swipe and Collect Credit Card Payments

This article provides instructions on using Service Agreements from the SB Mobile app.

Managing Service Agreements on the Mobile App

Adding photos to a job from mobile device

The ServiceBridge mobile app on iOS supports Spanish, so your field technicians can work in their preferred language without any extra setup.

Using the ServiceBridge Mobile App in Spanish

Mobilize Your Team

Allow your customers to view all previous, present, and future jobs as well as estimates via Customer Portal

Customer Portal

Creating A New Account for Customer Portal

Inviting Customers to Customer Portal

Impersonate a Customer

Final Visit Confirmation + Feedback + Reviews

This article provides details and instructions on using the Text-to-Pay feature.

Using Text-to-Pay

This article provides instructions on how to send and manage Job Confirmations.

About Job Confirmations

Engage Your Customers

Promissory Notes

Royalty Adjustments

Importing Territories

Google Sign in

National Accounts Setup

National Accounts Billing

Company Documents and Custom Fields

Company Activity Notes

This article instructs users on how to use the Partial Royalty Exemption feature.

Using Partial Royalty Exemptions

Manage Franchise

How to Track Past Due Invoices

PCI Self-Assessment Questionnaire User Guide

Adding Payment Methods

Credit Memo Refund

Refund Receipt

Overpayment Refund

Set a default refund item

Recurring Invoices

Saved Cards with Authorize.net

Prepare your Authorize.net account for integration with ServiceBridge

How to Collect Payments Using a Saved Cards Online

Requirement and procedure for customer card details

Migrating Credit Card Tokens Between Payment Processors

This article provides information about consumer financing available through GreenSky®.

About Consumer Financing

Estimate Approval

How ServiceBridge is Affected by Daylight Savings Time

Time Logging and Timesheets at Beginning and End of Daylight Savings Time

Manage Accounting

QuickBooks Classes and ServiceBridge

How to use Service Date on QuickBooks Invoice templates

QuickBooks Online Automated Sales Tax

Setup Automated Sales Tax on QuickBooks Online

This articles discusses how to setup taxes and tax zones if your account is connected to QuickBooks

How to setup taxes with QuickBooks Online

This collection contains helpful articles about QuickBooks and ServiceBridge.

QuickBooks

Learn about the differences between Customers, Prospects, and Leads in ServiceBridge

Customers vs Prospects vs Leads

Learn how to configure ServiceBridge to determine which marketing campaigns are generating the greatest return on investment.

How to setup & manage Marketing Campaigns, Leads, and Marketing ROI Reports

Learn how to use the Public API to create a Lead in ServiceBridge

How to create a Lead

Learn how Leads are processed and why each process is important

How to process Leads

Learn how to setup and configure AvidTrak to create leads

How to configure AvidTrak

Manage Leads and Marketing ROI

Join a webinar

Login to ServiceBridge

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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