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Servicejoy

Billing 14 Articles

  • 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?
  • Can I get invoices for my payments?
  • View all articles

Video Guides 12 Articles

  • [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
  • [VIDEO] How to create an invoice on a mobile device
  • View all articles

Estimates 5 Articles

  • 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
  • [VIDEO] How to accept multiple estimates 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

  • Change project status
  • Set a project / request deadline
  • Delete or archive a project
  • Add attachments to a project
  • What is Job report?
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Reports 1 Article

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

Getting Started 18 Articles

  • 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?
  • Can I add team members to my Free Plan?
  • View all articles

Users 9 Articles

  • 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?
  • How do I suspend 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

  • 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?
  • Do my clients see how much they owe me?
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Items 1 Article

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

Invoices 24 Articles

  • Will deleted recurring profiles continue generating invoices?
  • Entering a Payment for an Invoice
  • How do I apply Credit to an existing Invoice?
  • How do I mark an Invoice as paid?
  • Why does paid Invoice show as ‘Pending’?
  • View all articles

Customizations 23 Articles

  • Set up default taxes in Servicejoy
  • Email templates and late payment reminders
  • Setting up online payment gateways in Servicejoy
  • Creating a user / employee / team member
  • Permission groups
  • View all articles

Payments 12 Articles

  • 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?
  • How do I use Servicejoy in conjunction with QuickBooks?
  • View all articles
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