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How to Handle Deposit for Service Work
1. Go to Invoice/Payment Tab on the WO Invoice that the deposit was collected for, add payment type of “Deposit” and enter true payment type in Reference field (as seen below) with Deposit amount. 2. Go into QuickBooks Online (QBO) and pull up the ...
ServiceFactor Release Notes: June 2nd 2026
ServiceFactor Release Notes: June 2nd 2026 Reporting and PM contract reliability Service Agreements in their renewal period and missed renewals now have a dedicated tab under Agreements Contract Required Materials Report date range filter now extends ...
ServiceFactor Release Notes: June 9th, 2026
ServiceFactor Release Notes: June 9th, 2026 Introducing ACH bank payments through ServiceFactor Pay ACH bank payments are now available in ServiceFactor Pay. ACH lets you accept payments directly from a customer's bank account instead of a credit ...
ServiceFactor Release Notes: June 25th, 2026
ServiceFactor Release Notes: June 25th 2026 This release focuses on QuickBooks sync reliability, dispatch board and reporting fixes, mobile sync and search consistency. QuickBooks sync improvements Duplicate invoices and duplicate customers that ...