ServiceBox

4.3 (111)
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We make business simple.

About ServiceBox

ServiceBox manages the end to end business process for the Commercial Service Contractor. With our web based software you can connect the office and the field techs instantly. Manage customer relationships, keep track of job sites, create quotes, work orders, scheduling, invoicing, payments, inventory, ongoing maintenance, recurring work, timesheets and much more. ServiceBox integrates seamlessly with QuickBooks Online, QuickBooks Desktop and Sage 50 (Canada).

Customers that utilize ServiceBox see significant improvements to their overall workflow and reduce time to process paper by 96%. This leads to your bottom line and significant growth. Most Customer realize a min 30% revenue increase after 18 months of using ServiceBox.

We believe that your success is our success and have designed our process to make your company successful using ServiceBox. Once you sign up for ServiceBox, our team will take you through a one on one setup process which will configure ServiceBox, Setup Accounting Integrations, Train Administrators and finally train your technicians.

Once you are setup our support team is a message away to help you with any issues you may have. We genuinely stand by our service.

For some details on the different features that are in ServiceBox please see below:

Configuration - We designed ServiceBox from day one so that you can set it up so it aligns with how you work. Need custom status - we do that. Need some features turned off - we do that. ServiceBox is extremely configurable and built to work in your business.

Customer Management - Keep track of the interactions you have with your customers and in one place find all notes, quote, work orders, invoices.

Job Management - We have designed the product so each customer has multiple job locations and we also keep the job information separate so it is easy to find. Keep track of contracts for a job as well.

Quotes - Easily create quotes for customers and keep track of where they are by configuring ServiceBox with customer status. In our calculation section you can generate quotes with custom pricing categories, offer discounts. We can send our quotes with price breakdowns or not. If you need to apply a discount we can do that too.

Work Orders - The heart of ServiceBox. Create new work orders for specific customer and job site combinations. You can assign multiple technicians to the work order and they will be notified of any changes to their schedule. Technicians can check in and out of the job, send an en route notification, enter in time and materials, expenses, job notes, checklists and take pictures at the job site. Note can be applied to equipment or to the job site itself. Once the job is completed it immediately notifies the office staff so they can process billing.

Scheduling - Need to schedule your techs. Use our easy to use schedule to assign techs to jobs and make it easy for them to see the jobs for the day.

Job Costing - Want to see how profitable your jobs are? We can do this. Manage the costs in the work order itself or generate a report to see how all jobs are profitable.

Invoices - We can generate invoices based on quotes or for time and materials jobs. Want to get paid faster, send a payment link to a customer an allow them to take payments from anywhere.

Accounting Integration - We integrate seamlessly with QuickBooks Desktop, QuickBooks Online, and Sage 50 (Canada). Be able to transfer: new customers and job sites (if applicable), new invoices, payments, and timesheet data.

Recurring Work Orders - For those companies that need to generate ongoing jobs we can schedule work orders automatically on your schedule.

Inventory - have the ability to view inventory items remotely. Keep track of multiple locations and pull items out at the job.

Reporting - Pull date into easy to read reports that help you manage the day to day work.

Other Items - To dos, Notes, Pictures on Site, GPS, Custom Pricing and much more.


Key benefits of ServiceBox

  • ServiceBox unites your business and creates clear workflows for all the different parts of your service company. Rather than spending time trying to locate the information related to your business, all of your information is in one place.

  • Keep the office and the field in sync with our cloud based solution so all information can be accessed anywhere and work can be assigned any time.

  • ServiceBox is extremely flexible and so you can configure the software to the way you work. Don't need something - turn it off. We believe in keep it simple.

  • We are continually trying to make our products better. We never stop improving our software. That is where you come in. We invite you to contact us and send us your feedback so we can get better at what we do.... by listening to you. We are growing and we are committed to helping you do the same!

  • Images

    ServiceBox Software - Work Orders are where the details of the work to be completed is entered.  Check in an out of a job, add time and materials, take pictures, enter job notes, create maintenance checklists, and easily schedule technicians.
    ServiceBox Software - Our Easy to use drag and drop scheduler.  With two modes you can easily view your techs schedules for the day, week, month.  Need to dispatch use the dispatcher mode to create new jobs quickly.  Easily schedule multiple techs and add outside appointments.
    ServiceBox Software - Create a quote or estimate for a new customer by using our easy to use price calculator.  Create multiple categories for price groupings, create to dos for follow up, attach documents and images and keep track of approved work easily.
    ServiceBox Software - Invoice customers easily through our online payment portal or take traditional payment methods.  Easily see who has paid you and who hasn't and also streamline work between the techs and back office.
    ServiceBox Software - Need to do preventative maintenance.  Generate work orders on a schedule so you never miss any work.  Multiple scheduling options makes it easy to schedule any kind of job. If you need to schedule the job at a specific time? We can do that too.
    View 7 more
    ServiceBox video
    ServiceBox video
    ServiceBox Software - Work Orders are where the details of the work to be completed is entered.  Check in an out of a job, add time and materials, take pictures, enter job notes, create maintenance checklists, and easily schedule technicians.
    ServiceBox Software - Our Easy to use drag and drop scheduler.  With two modes you can easily view your techs schedules for the day, week, month.  Need to dispatch use the dispatcher mode to create new jobs quickly.  Easily schedule multiple techs and add outside appointments.
    ServiceBox Software - Create a quote or estimate for a new customer by using our easy to use price calculator.  Create multiple categories for price groupings, create to dos for follow up, attach documents and images and keep track of approved work easily.
    ServiceBox Software - Invoice customers easily through our online payment portal or take traditional payment methods.  Easily see who has paid you and who hasn't and also streamline work between the techs and back office.
    ServiceBox Software - Need to do preventative maintenance.  Generate work orders on a schedule so you never miss any work.  Multiple scheduling options makes it easy to schedule any kind of job. If you need to schedule the job at a specific time? We can do that too.

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    Reviews

    Overall rating

    4.3 /5
    (111)
    Value for Money
    4.4/5
    Features
    4.1/5
    Ease of Use
    4.1/5
    Customer Support Software
    4.4/5

    Already have ServiceBox?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 111
    Gero
    Overall rating
    • Industry: Construction
    • Company size: 11–50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 10.0 /10

    Excellent in person help which went for beyond what we expected.

    Reviewed on 2018-03-27

    Ease of use and integration with accounting software used by our company

    Ease of use and integration with accounting software used by our company

    Pros

    The features are constantly being upgraded and improved in consultation with industry users.

    Cons

    A few too many areas to access for needed answers to questions. A novice to applications would have possible problems in following steps required.

    Response from Jobbox Software

    Hi Gero,
    Thank you for taking the time to review ServiceBox and we are happy that you have been able to see the improvements that our developers are constantly doing to make it work even better!
    We would be interested in clarifying and getting some additional information from you on how we can make it easier to find the answers for you in one area. If you would let us know how we can do that it would be most appreciated.
    Thanks,
    Your ServiceBox Team

    Jordan
    Overall rating
    • Industry: Construction
    • Company size: 11–50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 6.0 /10

    Great ideas! Has some workflow conflicts

    Reviewed on 2020-09-24

    Far less paper waste, no chance of important paperwork getting lost, ticket history to see who made...

    Far less paper waste, no chance of important paperwork getting lost, ticket history to see who made changes or last worked on a job. The connection has occasionally been spotty but usually it's fine. It does a great job of coordinating all of the info (which is why the address thing always throws me off lol).

    Pros

    Automatic iteration, filing, scheduling and organization of work order #s (and the consequent reductions in admin work and paper waste) are awesome.

    Cons

    There is one issue that requires users to frequently duplicate work and resubmit data that is already in the system:
    When I am submitting a quote for tender, there are usually 3-5 contractors(customers) that require pricing but the job site is not going to change! After creating the quote for Customer 1, copying the quote should carry over the job site as well. In general, job sites do not need to be linked to a customer (because civic addresses exist geographically regardless of what business occupies it or what contractor is working on the job.)

    Response from Jobbox Software

    Hi Jordan,
    Thank you for taking the time to write up a review. It is greatly appreciated. I am pleased to hear that you are finding ease with moving away and reducing paperwork! That is excellent.
    I just wanted you to know that I have seen your feature request, we are looking into possible ways in order to make it work with our product. If you are ever in need of anything else, please do not hesitate to contact our help desk in order for us to deal with the issue right away.
    Have a wonderful day,
    Your ServiceBox Team

    Brian
    Overall rating
    • Industry: Environmental Services
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 2.0 /10

    Review

    Reviewed on 2022-12-16

    Works fairly well when it works, but was constantly logging techs out every few weeks or so.Very...

    Works fairly well when it works, but was constantly logging techs out every few weeks or so.Very often photos that are taken disappear off the mobile appHave to type a job in a few times before it is recognized on the desktop, their IT department has never bee able to solve the issue

    Pros

    cannot answer, wants a 40 character answer

    Cons

    Takes too long to get help on issues, once a ticket is submitted, there is no real time help to solve problems, which can severely impact access to the system The Help menu they have, often times do not connect to issues requested

    Shanda
    Overall rating
    • Industry: Facilities Services
    • Company size: 2–10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 10.0 /10

    Great for HVAC or any service industry!

    Reviewed on 2022-10-03

    Overall everything has been great! Whenever I need assistance I receive a speedy response and there...

    Overall everything has been great! Whenever I need assistance I receive a speedy response and there are so many helpful articles at your fingertips. I love how much ServiceBox has taken us away from paper and notes scattered everywhere to one place where everything can be documented.

    Pros

    ServiceBox is very user friendly and helps manage all aspects of the day to day. I love that i can create recurring work orders, schedule jobs, invoice, and so much more all out of one system.

    Cons

    The sales tax function should be improved. I'd like ServiceBox to connect with QuickBooks and pull the sales tax rates from the QB system and enter into SB (ad update as needed).

    Alternatives Considered

    Housecall Pro and Jobber
    Maxine
    Overall rating
    • Industry: Construction
    • Company size: 11–50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 10.0 /10

    Great software addition to our workflow. Even better customer service

    Reviewed on 2022-09-23

    We have streamlined out workflow significantly in introducing ServiceBox. We were able to eliminate...

    We have streamlined out workflow significantly in introducing ServiceBox. We were able to eliminate a full-time job that we would have needed to find a replacement as well as limit the work done on a daily basis by the dispatcher and the individual technicians.

    Pros

    Adding this software into our workflow was game changer. The most important reason we went to ServiceBox was because they seamlessly integrated with SAGE50 Canada. Another important quality of the software - the Customer support is AMAZING. Any time I've had an issue or wishing to see improvement, they've listened and made changes when appropriate and in a timely manner.

    Cons

    Their app needs a bit of improvement in the speed and ease of getting to the "meat" of the app. It's still easy to use but there's a bit of lag when opening the app and getting into the website.

    Showing 5 reviews of 111 Read all reviews

    ServiceBox FAQs

    Below are some frequently asked questions for ServiceBox.

    ServiceBox offers the following pricing plans:

    • Starting from: US$35.00/month
    • Pricing model: Subscription
    • Free Trial: Not Available

    * Pay Annually and Receive 10% off * As low as $25 per user/month

    ServiceBox has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500

    ServiceBox supports the following languages:

    English

    ServiceBox supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    ServiceBox integrates with the following applications:

    Construct for Sage, Dropbox Business, QuickBooks Online, QuickBooks Online Advanced, Sage 300 Online, Sage 50cloud Accounting, Stripe

    ServiceBox offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat

    Related categories

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