Account Settings

How do I setup job status choices?
Job status is used to indicate progress on a job. When your account was created, a few statuses were setup automatically. You can rename these statuses, del...
Wed, 4 Dec, 2019 at 5:12 PM
How do I setup Email
ServicePal sends email on behalf of your company using unique email addresses assigned to each user. As we do not have access to your email server, or indiv...
Tue, 3 Dec, 2019 at 6:02 PM
How do I handle sales tax?
ServicePal allows you to setup multiple tax rates. The rates can be applied to taxable items in your price book. How to setup tax rates 1. Sign in usin...
Tue, 3 Dec, 2019 at 6:03 PM
How do I change the job number sequence?
All ServicePal jobs have a unique job number.  This number is generated automatically each time a new job is added. When you started your ServicePal tri...
Tue, 3 Dec, 2019 at 6:04 PM