Knowledge Base

Scheduling

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

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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

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Products & Services

• How To Add Products/Services/Bundles
• Products & Services Section Overview
• Products & Services settings

Reports

• Create Custom Reports
• Digital Form Reports

QuickBooks

• QuickBooks Online Automated Sales Tax
• Taxes on QuickBooks & ServiceBridge
• QuickBooks Classes and ServiceBridge
• Service Date
• Send and Print Preview Invoices
• Link QuickBooks merchant account to ServiceBridge

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Invoices

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

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

Refunds

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

Personnel Management

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

Franchise Management

• Company Activity Notes
• Company Documents and Custom Fields
• Google Sign in
• National Accounts Billing
• National Accounts Setup
• Promissory Notes

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Commissions

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

Mobile App

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

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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

Past Newsletters

• ServiceBridge Newsletter - August 9th
• ServiceBridge Newsletter - July 25th
• ServiceBridge Newsletter - April 27th
• ServiceBridge Newsletter - June 30th
• ServiceBridge Newsletter - May 24th
• ServiceBridge Newsletter - May 10th

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