Using ServiceBridge
Explore day-to-day features across the office, field, customer, franchise, and accounting workflows.
82 articles
- About Fillable PDFs
- About the Home Page
- About Service Agreements
- About Service Plans
- About Smart Scheduler
- Applying Commission Roles
- Asset Categories, Models and Settings
- Asset Management
- Barcode Scanning
- Knowledge Assets
- Commissions Report
- Configure Team Working Hours in Smart Scheduler
- Create Personnel Custom Fields
- Creating Commission Roles
- Email Delivery Status
- Enabling/Disabling plugins
- Public API
- Manage your Work Orders and Estimates in Bulk
- Managing Multi-Visit Work Orders
- Service Agreement Alerts – Quick Guide
- Timesheets
- Using Branches to Run a Multi-Location Business in ServiceBridge
- Work Orders Section Overview
- Work Order/ Estimate Descriptions
- About Consumer Financing
- Adding Payment Methods
- Credit Memo Refund
- Estimate Approval
- How to Collect Payments Using a Saved Cards Online
- How to Track Past Due Invoices
- Migrating Credit Card Tokens Between Payment Processors
- Overpayment Refund
- PCI Self-Assessment Questionnaire User Guide
- Recurring Invoices
- Refund Receipt
- Saved Cards with Authorize.net
- Set a default refund item
- Time Logging and Timesheets at Beginning and End of Daylight Savings Time
- Adding photos to a job from mobile device
- Daily Route
- Daily Route Optimization
- Managing Service Agreements on the Mobile App
- Push Notifications for Jobs / Tasks on Mobile Devices
- Swipe and Collect Credit Card Payments
- Tracking View
- Using the ServiceBridge Mobile App in Spanish
- Using Two-Way Messaging
- Setting Up Users and Permissions for Two-Way Messaging
- How to Register for a Toll-Free Number