ServiceBox

GetApp Analysis

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.

What is ServiceBox?

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.

ServiceBox Main Features

Generating Quotes

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.

Synchronizing Work Orders

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.

Drag-and-Drop Scheduling

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.

Creating Maintenance Checklists

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.

Invoicing on Site

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.

Logging Hours With Timesheets

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.

ServiceBox Integrations

Service|Box integrates with a number of other apps, including Sage 50 and Quickbooks accounting products.

ServiceBox Pricing

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.

ServiceBox Bottom Line

• Tool for businesses in the service industry
• Scheduling, invoicing, time sheets, accounting tools
• Excellent maintenance and reporting capabilities
• Mobile features for employees who work offsite
• Helps service companies run as smoothly as possible
• Flexible platform adapts to any work environment