ServiceBill setup
Connect QuickBooks
ServiceBill works hand-in-hand with QuickBooks — it pulls in your price list and customers, and pushes finished invoices back with a pay link. This is the one connection ServiceBill can't run without, so let's do it first.
Your login goes straight to Intuit — ServiceBill never sees your QuickBooks password.
Bring in your price list & customers
Now let's pull your items and customers out of QuickBooks so jobs can turn into accurate invoices automatically.
A couple of basics
These set how your schedule reads the clock and how tax is estimated before an invoice reaches QuickBooks.
Add your crews
A "crew" is a route — one crew leader who logs in on their phone to see the day's jobs and bill the work. Add each leader with a 4-digit PIN they'll use to sign in. You can add the rest later, but you'll need at least one to continue.
Connect your calendar — optional
If you already schedule jobs in Google, Outlook, or Apple Calendar, ServiceBill can read it every 15 minutes and put jobs on the crew schedule for you — matched to your QuickBooks customers automatically. You can skip this now and set it up anytime in Settings.
Where do I find this?
Outlook / 365 (on the web): outlook.office.com/calendar → gear → Calendar → Shared calendars → Publish a calendar → Can view all details → Publish → copy the ICS link.
Apple iPhone: Calendar app → Calendars → tap ⓘ next to the calendar → turn on Public Calendar → Share Link → paste it here (starts with webcal://, that's correct).
The Google/Outlook links are hidden in their phone apps — use a computer for those two.
You're set up
Your crews can log in at the crew app with their PINs, and finished jobs will flow here for you to approve. Tip: set your field-upgrade buttons in Settings so crews can upsell on site.