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23 Articles
Customizations
How much storage space comes with a Servicejoy account?
Custom Payment Success Page
Creating a user / employee / team member
Email templates and late payment reminders
Managing role features and user permissions
2 Articles
Inventory
Creating a new re-usable item or track item inventory
Accept partial online payments using Servicejoy
1 Article
Items
Creating a new re-usable item or track item inventory
3 Articles
Security
Is my information at Servicejoy secure?
How secure is my payment?
Avoid and Report Phishing Invoices
2 Articles
FIle and document storage
How much storage space comes with a Servicejoy account?
View all files and documents across all projects
2 Articles
Taxes
Changing tax rates
Why do the taxes on my expenses look wrong?
9 Articles
Users
Permission groups
How many people can I collaborate with?
How can I reset someone’s password?
Can I share my account with other members of my firm?
Managing role features and user permissions
1 Article
Reports
Custom terminology for Todos / Projects / Requests / Tasks / Reports / Jobs, etc.
14 Articles
Billing
I thought Servicejoy had a Free Forever account – why am I on a trial?
Can I get Servicejoy for free?
Do I need to make a long-term commitment?
How do I update my billing / credit card information in my Servicejoy account?
How much storage space comes with a Servicejoy account?
12 Articles
Video Guides
[VIDEO] How to create a client on a mobile device
[VIDEO] How to create an estimate on a mobile device
[VIDEO] How to create an expense on a mobile device
[VIDEO] How to create a todo, event or a project on a mobile device
[VIDEO] How to record a payment to an invoice on a mobile device
16 Articles
Todos and Tasks
[VIDEO] How to create a todo, event or a project on a mobile device
Custom terminology for Todos / Projects / Requests / Tasks / Reports / Jobs, etc.
How many people can I collaborate with?
Add attachments to a job report
Change project status
3 Articles
Expenses
[VIDEO] How to create an expense on a mobile device
Why do the taxes on my expenses look wrong?
How do I create an expense?
18 Articles
Getting Started
What type of payment methods do you accept?
How do I re-invite a user?
Creating a user / employee / team member
How do I import clients into my Servicejoy account?
Email templates and late payment reminders
12 Articles
Payments
How do I connect my Stripe payment gateway to Servicejoy
How do I connect my Authorize.Net payment gateway to Servicejoy
How do I connect my PayPal payment gateway to Servicejoy
[VIDEO] How to record a payment to an invoice on a mobile device
Setting up online payment gateways in Servicejoy
14 Articles
Clients
Do I have to issue a username and password for every client in order for them to view and pay their invoice?
[VIDEO] How to create a client on a mobile device
What happens when you delete a user or client?
How do I delete/archive something?
Can I still access deleted clients?
5 Articles
Estimates
[VIDEO] How to create an estimate on a mobile device
[VIDEO] How to convert an estimate into an invoice on a mobile device
[VIDEO] How to accept an estimate on a mobile device
[VIDEO] How to accept multiple estimates on a mobile device
Creating a new re-usable item or track item inventory
24 Articles
Invoices
[VIDEO] How to manage your Servicejoy account on a mobile device
How do Credits work?
Canceling / Deleting an Invoice
How do I mark an Invoice as paid?
Entering a Payment for an Invoice
FEATURES ▾
Back
INVOICING
PAYMENTS
INVENTORY
CLIENT PORTALS
CONTACTS
TODOS
FILES
EXPENSES
REPORTS
FOR BUSINESSES ▾
Back
Education Verification
Background Checks
Event Catering
Web Design & SEO
Yacht/Home Outfitting
View All
Success Stories
LOG IN
SIGN UP FREE
More ▾
Back
REQUEST A DEMO
BLOG
PRICING
HELP
