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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

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  • FEATURES ▾
    • Back
    • INVOICING
    • PAYMENTS
    • INVENTORY
    • CLIENT PORTALS
    • CONTACTS
    • TODOS
    • FILES
    • EXPENSES
    • REPORTS
  • Customer Stories
  • LOG IN
  • SIGN UP FREE
  • More ▾
    • Back
    • REQUEST A DEMO
    • BLOG
    • PRICING
    • HELP