ServiceBox Reviews

Pros

How it links up to our accounting software. The time card link has proved to pay for itself. We have noticed an increase in employee productivity. Support is very quick and actually being able to speak to a real person right away.

Cons

Every few months I have to go in and clean up the materials list. As it is a learning system if a user spells something different then another it logs this in.
On the quoting side. I would like to see a template to speed up the time for standard estimates.

Pros

Mechanics love the ease of use and understanding, as well as the clients can easily read the mechanics notes and pictures since it’s all digital. In this industry, client and employee retention are the most 2 important things to growth. Happy employees having the tools at their The reporting allows for reconciling invoices and work orders. Stripe Credit Card Payment system was easy to setup, low cost and has really helped open up opportunities to easily solve our client’s problems without having to necessarily go through the credit app process.

Cons

The default settings at initial setup allow for basic user tiers to delete clients, job sites, and work orders. It’s important to make this distinction before adding new users to the platform, an easy fix for the support team, but something to be aware of. The map link to job site, sometimes uses the bill to address, instead of the job site.

Pros

I like the customization of categories and statuses. Also timesheets.

Cons

I hear constant complaints on how slow it is and the unresponsiveness. In the end it makes more work for me. The search feature is not reliable due to how it sorts through keywords. The scheduler is not user/phone friendly. Too small and clustered.

Pros

Doing commercial refrigeration and HVAC work, I needed a very intense and streamlined work order management system to fully automate everything from quotes, to work orders to invoices, with the capability of recurring work orders for maintenances, complicated tax jurisdictions and class codes along with customer specific pricing and notes along with job sites, and service box allows for everything to be in one place vs accessing many different areas for information.

Cons

I can’t say I dislike anything specifically about ServiceBox, however, I am very detail oriented and like everything to be exact across the board. There are some system functionalities that don’t follow suit from one area of the system to the next, but again, this is hardly a reason to dislike service box.

Pros

The data storage function for equipment and work orders is very helpful along with the ability to add photos to all relevant fields.

Cons

Previous lack of an inventory module and now the new inventory module updates are slow with a system that does not always work well.

Pros

The system is easy to use and super practical. Its a super great asset to have in your tool box !
the attachment feature is amazing and allows you to upload and store lots of information in the work orders .Robust system and we have lots of confidence in it .

Cons

The recurring work order feature doesn't necessarily work properly .
If you are using an Iphone -you cant use the zoom feature for the scheduler .
Works great with sage but costly -you are forced to upgrade the sage program yearly and drives the cost to operate the system up considerably
The inventory feature also needs to be better .
The system should allow you to create file folders for job sites .

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.)

Pros

Time in and out, set up schedules, seeing where everyone is, making notes on jobs, keeps everyone organized.

Cons

Uploading images: should allow multiple images to be selected and uploaded at once

Inputting material: it is very tedious. Should consider some sort of spreadsheet where a worker can check boxes or input quantities onto a premade index of categorized material

Saftey paperwork: option for daily saftey paperwork to be a part of the work order or time sheet.

Pros

easy to implement, employees have access on their phones to the software

Cons

Pending jobs is a little cumberson. It would be better if it reminded you the job was already posted

Pros

Seamless use between mobile and desktop. Syncs well with quickbooks

Cons

Clumsy to go between tabs within accounts.

Pros

That it developed in Saskatchewan, Canada. Integrates with Canadian taxes, and when there is a question the support team understands the Canadian aspect, which almost non-existent for American developed products.
We can track all the equipment on various sites and attach notes, pictures, and details as it pertains to each individual piece of equipment.

Cons

The check sheets that we developed are not as user friendly as we would like. This might be our own issue that we are not using the software as well as we could but though.
Would like the maintenance scheduling for equipment to be a little more robust, would like to have manufactures check sheets built into the maintenance scheduling so that at certain times of the year different checks are done on that same piece of equipment. Would like to be able to have more than one pic for the identification of a piece of equipment but this might be a little over kill.
In the "to-dos" I would like a date and stamp on each entry that is made. When i send a to-do and they reply it still only gives the original date that the to-do was created. I would like all replies tracked from the person that replied. On that same to-do i would like to be able to send the same to-do to more than one person, this does not happen very often but it would be handy to have this as an option.
Would like to use it to it's full capabilities but that is not necessarily a con on ServiceBox but on me not using it to it's full capabilities.

Pros

The ability to add pictures to invoices. The navigating of the site is amazing. Easy to teach and we were able to develop a manual quickly. Invoices and work orders are tracked for what stage they are at. Easy to identify which work orders are not complete or require invoicing. Customer data base is easy to search.

Cons

Limited reports available. No abity to attach pictures to units. Pictures are hard to track and easily identify. Reminders are not easily seen and used by the admin and staff . Requesting custom reports is annoying. All work order options should be available in a report. We should also be easily able to view all notes easily for each jobsite, regardless of work order the note was made on.

Pros

It has great functionality and allows us to run our company all from one software. It allows our technicians the ability to access the job site information that they require.

Cons

It does not automatically prompt you to save changes. This has been a big issue for our technicians using their iPads and here in the office.
We have found that it is not efficient for applying payments. There is alot of room for error and switching of screens. This should be changed so that it updates the paid status in all areas.
The search function is inconsistent. Some of the customers do not appear in the search bar, we have to search manually in the customer list. There has also been issues with this searching invoice and work order numbers.

Pros

After trying a couple of US based service software programs with no success we found ServiceBox and it's been working great. Service Box syncs wonderfully with our Quickbooks (Canadian desktop version), we didn't experience any of the tax integration issues that we had with the US companies. The support team response is very quick, and often they will follow up by both email and phone. The software is simple and intuitive; our technicians picked it up with very minimal training. It has been very convenient for both office staff and techs to have the clients historical data at their fingertips. With the ability to add pictures, create maintenance lists and record timesheets we have become entirely paperless - and all data is updated in real time so we are able to operate more efficiently!

Cons

Some improvements that we would like to see: more options for reporting (or more custom reports), a fully functional app (where all SB tasks can be performed from within the app), a redesign of the scheduler (adding a search and/or sort function, increasing size of display for the work orders that are in queue, ability to see to dos that are attached to the work order)

Pros

After trying a few different processes, we finally tried ServiceBox and moved to a paperless system. We are able to e-mail all invoices to our clients and between this and the techs having access to everything in the field, we have saved large amounts of time.
Now there is no dual entry for invoices.
It is a brilliant thing to have techs using the system too, communication between everyone is greatly improved

Cons

It would be nice to have a couple of the reports available in Excel not just PDF

Pros

On big plus is eNtering each service as they are called in, tracking. It has made our business more efficient. As well it is easier to look up past jobs and determine best course of action with notes and pictures attached. It is excellent that it links to our accounting software so seamlessly which is another great feature.

Cons

The software is great, I guess if I have a comment I would like to see a bit more interaction on the site such as when you hover the mouse over an icon i would like It to tell the user what that icon does.

Pros

always with us where ever we go, As long i have my device near i can see and make changes as needed

Cons

No offline version or ability to fill in information when not connected to web
glitches in Ipad layout.

Pros

The ability to source any invoice or work order from anywhere. It is incredibly valuable in many instances to have access this information.

Cons

It has been slow in many occasions. Repairs/upgrades sometimes happen during working hours which I don't agree with. However - this has been getting better.

Pros

Its flexibility

Cons

When updates are done with the system and it affects and changes system and glitches following day.

Pros

Having the time sheet updated based on work orders. Our previous system would require us to enter job site details for all forms like time sheet, gas permit, check sheets. Now all forms are linked to the job site so we don't waste time entering the same info multiple times

Cons

Entering material from inventory isn't very efficient for big jobs. Having a list of fittings for each category ( copper, ABS, black iron ). Then a plus or minus beside each. I don't like it when i finish entering one item hit finish then you go back to the top of the screen just to scroll all the way back to the bottom of the list and the process keeps repeating

Pros

EASY TO USE

Cons

SIGNING IN IF YOU LOSE YOUR PASSWORD

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.

Pros

The company is incredibly responsive to questions or requested changes. The software is simple and intuitive for users.

Cons

I would like even greater customization of each users access to the different functions. It would be great if changes were saved without having to click on the green check mark.

Pros

search functions, good customer support, fairly simple

Cons

bogs down, some of the dispatch features could be streamlined if the customer using it has a more rapid need, while search functions are good, they could be expanded for other fields