Knowledge Base

Newsletter Archive

• ServiceBridge Newsletter - January 3rd
• ServiceBridge Newsletter - January 17th
• ServiceBridge Newsletter - February 14th
• ServiceBridge Newsletter - March 7th
• ServiceBridge Newsletter - March 16th
• ServiceBridge Newsletter - July 25th

See all 11 articles

Reports

• Create Custom Reports

Refunds

• Refunds Overview
• Credit Memo Refund
• Refund Receipt
• Overpayment Refund
• Set a default refund item
• Void Payment

QuickBooks

• Taxes on QuickBooks & ServiceBridge
• QuickBooks Classes and ServiceBridge
• Service Date
• Send and Print Preview Invoices
• Link QuickBooks merchant account to ServiceBridge
• Preparing your Authorize.net account for integration with ServiceBridge

See all 7 articles

Commissions

• Commissions Module Overview
• Incentive Commissions (Bonuses)
• Setting Products & Services as Commissionable
• Creating Commission Roles
• Applying Commission Roles
• Commissions Report

Payments

• Print Payment Receipt
• How to Prepare Your ServiceBridge Account for Element PS and Vantiv
• Applying Payments on Invoice
• How to Collect Payments Using Payment Profiles Online

Invoices

• Past Due Invoices
• Bulk Work Order Actions
• Updating Invoices and Work Orders
• Recurring Invoices

Scheduling

• Work Order/ Estimate Descriptions
• Recurring Work Orders
• How To Create a Work Order
• How To Create an Estimate
• Recurring Job Schedule

Navigation

• ★ Navigating ServiceBridge Support Page
• Using The Different Search Functionalities
• How And Why To Flag an Activity Note
• Work Orders Section Overview
• Estimates Section Overview
• Menu Overview

See all 7 articles

Personnel Management

• Changing Usernames in ServiceBridge
• Timesheets
• Teams and Personnel
• How To Add a Team
• Add/Edit Devices & Device Settings

Inventory

• How To Add Products/Services/Bundles
• Inventory Section Overview

Mobile App

• Push Notifications for Jobs / Tasks on Mobile Devices
• Supervisor Role
• All About Data Purging
• Dashboard
• Details Tab
• Capture Photos

See all 25 articles

Configuration - Settings

• Use ServiceBridge to Run a Multi-Location Business
• Public API
• Setting up ZIP Codes (Zones)
• Customer Settings

Customer Portal

• Customer Portal Overview
• Inviting Current Customers
• Creating A New Account
• Impersonate a Customer
• Final Visit Confirmation + Feedback + Reviews

Custom Fields

• Job Custom Fields

ServiceBridge for ServiceCEO

• How to add an additional users for access to ServicePortal?
• How does ServiceBridge track the amount of time a technician has spent on a job?
• How to assign a new job in ServiceCEO for the technician in the field?
• How much does ServiceBridge cost?
• What are the optional device configuration settings and how do they affect app features?
• Can price, quantity, and description of a product or a service be changed when adding to a job?

See all 50 articles