ITB Help Center
Learn how to use ITB Dashboard to manage your service business.
Welcome to the ITB Help Center. Find guides, tutorials, and reference material to help you get the most out of your dashboard.
Getting Started
New to ITB? Start here:
Create Your Account
Sign up and get your dashboard ready in minutes.
Set Up Your Profile
Configure your region, timezone, industry, and contact info.
Your Dashboard
Get oriented with the home screen and its widgets.
Create Your First Order
Walk through creating an order from start to finish.
Invite Team Members
Add team members and assign roles.
How-To Guides
Step-by-step instructions for common tasks:
Managing Orders
Create, edit, and track your orders.
Viewing Your Calendar
Navigate day, week, and month views.
Managing Contacts
Add and organize clients and business contacts.
Service Categories
Configure the types of services you offer.
Public Booking Page
Let clients book and pay online themselves.
Creating Invoices
Send invoices and collect payments via Stripe.
Setting Up Automations
Automate emails and SMS around your orders.
Creating Agreements
Get electronic signatures from clients.
Statistics
Track revenue, order volume, and trends.
Integrations
Connect Google Calendar and industry tools.
Inspections & Reports
Write and deliver inspection reports:
Writing a Report
Fill out and publish an inspection report.
Report Templates
Build reusable report structures.
Rating Systems
Define the grades used on report items.
Comment Library
Reuse pre-written comments in reports.
Template Marketplace
Install ready-made templates from the community.
Reference
Quick-reference material:
Order Statuses
What each status means and how orders progress.
Team Roles
Permissions and access levels for each role.
Concepts
Understand how things work: