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Servicejoy

Payments 12 Articles

  • [VIDEO] How to record a payment to an invoice on a mobile device
  • Setting up online payment gateways in Servicejoy
  • Are payments made over secure SSL?
  • What type of payment methods do you accept?
  • How do I void an Invoice?
  • View all articles

Billing 14 Articles

  • How do I update my billing / credit card information in my Servicejoy account?
  • How much storage space comes with a Servicejoy account?
  • How much does Servicejoy cost? Is there a free plan, or are there any special rates?
  • Are payments made over secure SSL?
  • Can I upgrade and downgrade my plan at any time?
  • View all articles

Video Guides 12 Articles

  • [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
  • [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
  • View all articles

Estimates 5 Articles

  • [VIDEO] How to accept multiple estimates on a mobile device
  • Creating a new re-usable item or track item inventory
  • [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

Expenses 3 Articles

  • [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?

Todos and Tasks 16 Articles

  • Add attachments to a job report
  • Change project status
  • Set a project / request deadline
  • Delete or archive a project
  • Add attachments to a project
  • View all articles

Reports 1 Article

  • Custom terminology for Todos / Projects / Requests / Tasks / Reports / Jobs, etc.

Getting Started 18 Articles

  • Why do the taxes on my expenses look wrong?
  • How do I create an expense?
  • May I access my Servicejoy account from an iPhone, iPad & Android mobile devices?
  • What is the cancellation policy?
  • Can I upgrade and downgrade my plan at any time?
  • View all articles

Users 9 Articles

  • Can I share my account with other members of my firm?
  • Managing role features and user permissions
  • Changing a username and password
  • How do I assign projects to users?
  • How do I re-invite a user?
  • View all articles

Taxes 2 Articles

  • Changing tax rates
  • Why do the taxes on my expenses look wrong?

FIle and document storage 2 Articles

  • How much storage space comes with a Servicejoy account?
  • View all files and documents across all projects

Security 3 Articles

  • Is my information at Servicejoy secure?
  • How secure is my payment?
  • Avoid and Report Phishing Invoices

Inventory 2 Articles

  • Creating a new re-usable item or track item inventory
  • Accept partial online payments using Servicejoy

Clients 14 Articles

  • How do I delete/archive something?
  • Can I still access deleted clients?
  • What is the difference between active/archived/deleted?
  • Why is my client seeing “Sorry this page could not be found”?
  • Why are my invoices/recurring profiles/estimates/expenses show old client information?
  • View all articles

Items 1 Article

  • Creating a new re-usable item or track item inventory

Invoices 24 Articles

  • How do I insert images into my invoices, estimate an re-usable items?
  • Creating a new re-usable item or track item inventory
  • Will deleted recurring profiles continue generating invoices?
  • Entering a Payment for an Invoice
  • How do I apply Credit to an existing Invoice?
  • View all articles

Customizations 23 Articles

  • Custom terminology for Todos / Projects / Requests / Tasks / Reports / Jobs, etc.
  • Managing role features and user permissions
  • Set up default taxes in Servicejoy
  • Email templates and late payment reminders
  • Setting up online payment gateways in Servicejoy
  • View all articles
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  • Features
    • Invoicing
    • Payments
    • Inventory
    • Client Portals
    • Contacts
    • Todos
    • Files
    • Expenses
    • Reports
  • For Businesses
    • Education Verification
    • Background Checks
    • Event Catering
    • Web Design & SEO
    • Yacht/Home Outfitting
    • View All
  • Customer Stories
  • Login
  • More
    • Request A Free Live Demo
    • Blog
    • Pricing
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    • About Us