Ultimately, ServiceBox will save you money and give you more time to do what you do best - bring in new clients and keep the ones you have happy. Because we all know that your bottom line is improving your ROI. That is our bottom line as well. Your success is our success.
So let’s get to work. We are excited to introduce you to ServiceBox and transform your business into a fully functional and productive one.
Signing up is easy and getting you onboard is even easier. We can use your existing accounting data to quickly have your information in your custom configured site and in only a few short hours have you operational. Can you spare a few hours to take your company to new heights?
Finally, the Jobbox Software slogan is- MAKE BUSINESS SIMPLE which means Business Should be Simple! And the way we do that is 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!
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.
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.
Thank you for taking the time to share your experience with ServiceBox. We are happy that you have been able to find value in our software and we are also happy to work with other Canadian businesses.
I have added the items you have suggested to our list of future development items and our team will review them and implement them when possible.
If you have any additional comments or if we can be of further assistance in working with the software, please feel free to contact us.
Your ServiceBox Team
Attaching pictures. Tracking our technicians check in and check outs. Easy invoicing and creating work orders. Creating customer data base was great.
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.
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.
You have provided us with some great feedback here and we appreciate it. Our development team is constantly working to make the system even better and your comments will help us continue to do that. I have put the items that you listed in the list of customer requests for them to use.
I can say that we have many things upcoming in our next releases and I believe that these you will find beneficial.
One thing I can clarify is that all notes can be easily viewed by jobsite by selecting notes from within an individual work order, job site or other areas. If you would like, please give our support team a call when you have a moment at 888 727 4983 and they will be happy to go through that further with you as well as discuss how reminders can be used better in your work flow.
As far as the app, we have recognized that we could have done a better job of releasing it with additional documentation and we are working to improve that now.
Your ServiceBox Team
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.
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.
Thank you for taking the time to submit your review for ServiceBox.
Your comments, both pros and cons, are much appreciated as it lets us know we are doing a great job but you have provided some great feedback for how we can improve things.
When it comes to prompting changes to be saved and searching I have passed the notes along to our development team so that they can consider these items as they work on the system.
When it comes to payments, there are some automation items that we can set up that might help you with this. I will take some time to review your account and then give you a call to discuss how we may be able to implement these for you.
Hope you have a great day and look forward to connecting with you soon!
Your ServiceBox Team
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!
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)
Thank you for taking the time to review ServiceBox and share your comments with us. We are happy to hear that the system has been working great for you and was easy to get started with.
I have taken all of your comments and sent them off to our development team so that they can use them as they continue to work in the system. It is through feedback like this that we are able to grow and continue to meet the needs of your business so thank you!
Have a wonderful day!
Your ServiceBox Team
Here are some reviews from our employees who use Service Box everyday;
-Haven't had any issues.
-Sb is easy to use, however, I think it would be easier if we had more search options. For example, I would like to search for WOs that have attachments, Also, even being on a desktop computer, I feel that its slow at times, it only crashes every now and again but that may not be services box as opposed to the internet crashing. Lastly, for the purposes of deleting unused WOs, it would be nice if I could check multiple ones before deleting them as opposed to deleting them one by one, it would save some time. Overall, I don't think the program is bad, it just needs some adjustments.
-I enjoy using SB, it's always been really easy & convenient to use for me. More helpful for me to describe any issues on a WO than writing it on a bench sheet.
-It's easy to use. No problems at all
-Always glitchy on phone app , very user friendly via computer/laptop
- I feel pretty good with service box except where sometimes it won't register when I hit check in on a work order. For example I will check in at 7 am then when I go to check out at 9 am it will say I never checked in. Other than that I like it!
-Service box works fine for me. I haven't had too many issues. Occasionally, load times will be long, but that about the worst experience I've had with it.
-I like how it's working so far. The only thing I don't car for is when I open service box it always pops up to a work order from 10/12/16. But other than that it's working good.
-Haven't had any issues
-It's been a helpful tool
-Haven't had many issues, sometimes it lags but that's about it, I give it an 8 out of 10
-I don't like how service box rounds the time incorrectly even though it has been mentioned multiple times, other than that I feel it is a very helpful tool for the company.
Thank you so much for taking the time to provide us so much feedback from your company. There were so many things in here to address and it was great to speak with you to understand more in detail your needs. Some of these items have been added to our list of future developments and thankfully some we were able to show you how the system could already meet your needs.
We thank you for your continued support and we look forward to continuing to work with you.
Your ServiceBox Team!
* Pay Annually and Receive 10% off
* As low as $20 per user/month
Service|Box is a tool that businesses in the service industry can use for customer management, quotes, work orders, job scheduling, repeatable maintenance, invoicing, time sheets, and accounting integration..Service|Box unites your business and creates clear workflows for all of the different parts of a of your service company, the goal of Service|Box is to help service companies run as smoothly as possible.
The web-based platform was developed to meet the needs of service industry clients, such asHVAC, plumbers, electricians, general contractors and other businesses with fewer than 20 employees. Service|Box was built with flexibility in mind, allowing the application to adapt to virtually any work environment. The solution is completely mobile, which means service professionals can utilize Service|Box’s tools even when they’re working outside the traditional office.
Service|Box was designed to meet and solve the business needs of service companies. The application allows businesses in the service industry to streamline operations with web-based tools like, quotes, work orders, job scheduling, invoicing and time sheets, and provides mobile tools that allow workers to be completely free from the confines of the physical office environment.
Business owners and managers are able to keep track of all customer interactions and pinpoint inefficiencies within their organizations using Service|Box’s online tools. The platform’s drag-and-drop interface enables front desk employees to quickly place work orders into time slots, which simplifies the job scheduling process and ensures that all employees who where they need to be at the right dates and times.
Service companies that perform repeatable maintenance and service on equipment will find that Service|Box provides the capability to manage, record and track the maintenance tasks for your customers. The ability to keep track of maintenance contracts for each unit or job site can help a service company be able to stay on top of the contracts for your customers. Also the reporting capability allows for Service|Box users to provide detailed reports for customers for maintenance work that has been completed.
Service|Box allows service professionals to create quotes from the office or while standing on the jobsite. Any professional with a mobile device, like a smartphone or tablet, can generate quotes quickly using Service|Box’s tools.
It is simple to generate a new quote, choose an existing customer, or create a new customer and then enter in the details of the quote. Once the details of the quote are entered a user can enter in a breakdown of the quote and do the pricing of the job in the calculator. With the flexible ways to display the quotes the user can choose to display the breakdown of the quote or just show a total price of the quote itself. Quotes can be emailed to clients from within Service|Box.
Service|Box differentiates itself from competing platforms by giving users a way to synchronize work orders with specific job sites. The work order handles all off the information related to the job itself and create a single location to capture information related to a job.With Service|Box, employees can enter the time they’ve spent on a jobsite directly into a work order. All time entered into the work order is placed into the employees weekly timesheet and so all hours are aggregated into one location. Purchase orders can be added to work orders, as well. This is a useful feature for keeping track of purchases related to a particular project.
For historical purposes, the work order will keep track of the maintenance notes for the specific job site or for a specific unit. There is also the ability to create templates for maintenance checklists and to use to checklists in the work order. Additionally, for those customers that want to keep track of work completed through pictures, it is easy to take pictures and upload those images to the work order. These notes, checklists and images, can be viewed directly from the job site and so all historical notes are captured and can be viewed easily without having to view multiple work orders individually.
Front office schedulers will appreciate Service|Box’s straightforward scheduling features. Using the web-based platform, employees can drag work orders into available time slots in the Service|Box calendar. This action converts work orders into assigned jobs, and the appropriate employees are notified of where they need to be in real-time.
Click onto the Work Order Scheduler to begin scheduling jobs. Employees can assign jobs to specific offsite workers, making sure to include all relevant information like location and client name into the online schedule. All scheduled work is viewable in one place, from both desktop computers and mobile devices.
For those companies that are working with more on demand calls, use the dispatcher view so you can see what each of your technicians are doing for the day and enter in a work order into the respective space where the work can be completed.
Developing an industry-specific platform allowed Service|Box to include features relevant specifically to service-based businesses. Nowhere is this more apparent than in the platform’s maintenance checklists, which businesses can use to ensure consistency in the way their employees perform regular tasks with clients.
Use Service|Box’s tools to create a custom maintenance checklist for your company. This is the place where off-site employees can track completed lists within Job Sites and Units. At the end of each job, the completed maintenance checklist can be emailed to the client, if necessary.
With ServiceBox, you can email your invoice directly from the job site enabling you to bill on site. It also has 3 options for creating invoices from work orders: 1) Invoices based on Quotes - if the work order was generated from a quote, you now have the ability to do a percentage bill off of the quote itself. It will keep track of how much was quoted, so you are always aware of what is left to bill. 2) Invoices based off of time and materials - we know that you aren’t always creating quotes for all of the work that you do. Service|Box allows you to generate an invoice based on the time and materials charged for the work order. It will also keep track of the items that have been billed so you don’t have to. 3) Blank Invoices to invoice how you like - do you want to be able to have fixed price billing? Then you can use blank invoices to bill your customer.
Mobile timesheets allow employees to log their hours while they’re still on the jobsite, before they have time to forget the specific amount of time they worked on a particular project.
Timesheets are automatically populated with necessary information, which decreases the work that employees put in. All an employee has to do to complete a timesheet is open up the platform on a mobile device and enter in the time he spent working on a job. Managers can quickly review all the time charged through work orders, along with any job site details that might be relevant to the final invoice amount.
Service|Box integrates with a number of other apps, including Sage 50 and Quickbooks accounting products.
Service|Box offers monthly plans that vary in price depending on the size of the business. The smallest plan, Mini, costs $50 per month. The largest plan, Platinum, costs $400 per month. For that price, businesses get up to 20 users, unlimited customers, unlimited jobsites, and 20GB in attachment storage. A 10% discount is available to companies that sign up for annual plans.
Below are some frequently asked questions for ServiceBox.
ServiceBox offers the following pricing plans:
Starting from: $50/month
Pricing model: Subscription
Free Trial: Available
* Pay Annually and Receive 10% off
* As low as $20 per user/month
ServiceBox offers the following features:
ServiceBox has the following typical customers:
Mid Size Business, Small Business
ServiceBox supports the following languages:
ServiceBox has the following pricing plans:
ServiceBox supports the following devices:
Android, iPhone, iPad
ServiceBox integrates with the following applications:
Dropbox, QuickBooks, QuickBooks Online, Sage 50 Canada, Stripe
ServiceBox offers the following support options:
FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials