General Questions
What are expenses
Expenses are the cost incurred to complete a particular job. Expenses are made by the technician while performing the job. Expenses can be added separately in the Expense module and they can be recorded for a particular job in the Jobs module. Learn: ...
Dashboard
ServiceFolder Dashboard gives you comprehensive overview of the unassigned jobs, overdue jobs and month-wise sales. It helps you to monitor and analyze relevant data in the mentioned key areas. Though, these can be separately viewed under their ...
Is there inventory management?
For a business that involves manufacturing and production, inventory management is one of the most important features an application will need to provide. The ServiceFolder application comes with an Add-on module for inventory management. Enabling ...
Import / Update Products
You can now import or update all your existing products into the ServiceFolder application by following a few simple steps. Learn more: Import products Update bulk products
Import customers
With a few simple steps you can now import your existing customer list into the ServiceFolder application. Learn more : Import customers
What documents are supported for custom fields?
Every business needs a customized set of details to be saved. The ServiceFolder application allows you to customize the below forms by keeping the basic details undisturbed. Sales Invoice Quote / Estimate Jobs
What documents are supported for printing?
The ServiceFolder application supports the following documents for printing: Sales Invoice Receipt Quote