ServicePal Academy

Adding a job can be done using the Jobs screen or the Calendar. If your company is on the SOLO plan, you can only add jobs from the Jobs screen. You can...

In ServicePal for the Office, you can view who created or updated a job. Only users with Manager or Administrator role can view this information. Wh...

At times, it can be helpful to add a job with similar properties as another job.  ServicePal allows to make a copy of an existing job. To copy a job 1....

ServicePal allows you to export all your jobs to Excel.  That might be helpful if you need to view your entire service history across multiple years.  Havin...

Office users can edit forms using ServicePal for Office. Sometimes office managers prefer to proof-read a form that was filled out by field technicians to c...

A job can be created or scheduled from the iPad app calendar. Or, a job can be created or scheduled from the office web app calendar by an office manager or...

Any form (contracts, invoices, estimates, inspection reports, etc) that are attached to your jobs, can be downloaded as a PDF file. 1. Open the job ...