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.

Pricing starting from:

US$20,00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to ServiceBox

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!
  • Devices

    Business size

    S M L

    Markets

    Canada, United States

    Supported Languages

    English

    Pricing starting from:

    US$20,00/month

    • Free Version
    • Free Trial
    • Subscription

    Top 5 alternatives to ServiceBox

    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.

    Features

    Total features of ServiceBox: 83

    • API
    • Access Controls/Permissions
    • Accounting Integration
    • Activity Dashboard
    • Activity Tracking
    • Alerts/Notifications
    • Asset Tracking
    • Automated Scheduling
    • Billing & Invoicing
    • Calendar Management
    • Contact Database
    • Contact Management
    • Contract/License Management
    • Customer Database
    • Customer History
    • Customizable Branding
    • Customizable Fields
    • Customizable Forms
    • Customizable Reports
    • Customizable Templates
    • Data Import/Export
    • Dispatch Management
    • Document Management
    • Document Storage
    • Electronic Payments
    • Electronic Signature
    • Employee Database
    • Employee Management
    • Employee Scheduling
    • Employee Time Tracking
    • Equipment Maintenance
    • Estimating
    • For HVAC Companies
    • For Plumbing Industry
    • GPS
    • Geographic Maps
    • Historical Reporting
    • Inventory Control
    • Inventory Management
    • Invoice Management
    • Job Management
    • Job Scheduling
    • Job Tracking
    • Labor Forecasting
    • Location Tracking
    • Maintenance Scheduling
    • Mobile Access
    • Mobile App
    • Mobile Signature Capture
    • Monitoring
    • Multi-Location
    • Online Time Clock
    • Payment Collection in the Field
    • Payment Processing
    • Predictive Maintenance
    • Preventive Maintenance
    • Pricing and Cost Calculations
    • QuickBooks Integration
    • Quotes/Estimates
    • Real Time Data
    • Real Time Notifications
    • Real Time Reporting
    • Real-time Updates
    • Recurring Appointments
    • Reminders
    • Repair Tracking
    • Reporting & Statistics
    • Routing
    • Scheduling
    • Search/Filter
    • Service History
    • Status Tracking
    • Task Scheduling
    • Technician Management
    • Template Management
    • Third Party Integrations
    • Time & Attendance
    • Time Off Management
    • Timesheet Management
    • Vehicle Information
    • Work Order Creation
    • Work Order Management
    • Workflow Management

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    Reviews

    Overall rating

    4,3 /5
    (100)
    Value for Money
    4,4/5
    Features
    4,2/5
    Ease of Use
    4,1/5
    Customer Support
    4,4/5

    Already have ServiceBox?

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

    Write a Review!
    Showing 5 reviews of 100
    Ryan S.
    Overall rating
    • Used Daily for 1+ year
    • Review Source

    Overall rating

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

    Have had this system for a bit over a year now. Would never go back to our old system

    Reviewed on 2018/03/27

    Cost of the product. Speed of the access for our techs out doing calls. The time card links work...

    Cost of the product. Speed of the access for our techs out doing calls. The time card links work great. The tech support has been top notch. The ability to customize customers

    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.

    Response from Jobbox Software

    Hi Ryan,
    Thanks for taking the time to share your experience with others, we are happy to hear that the system has been working so great for your team!
    Have an awesome day!
    Your ServiceBox Team

    Michael B.
    Overall rating
    • Industry: Environmental Services
    • Company size: Self Employed
    • Used Daily for 2+ years
    • Review Source

    Overall rating

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

    Take it from a Seasoned Service Box user in the HVAC service field.

    Reviewed on 2020/09/24

    I was part of selecting this product for a company I previously worked at, and developed for up to...

    I was part of selecting this product for a company I previously worked at, and developed for up to 25 users. It was the highlight of the great things about that company, so it was an easy decision to use at the new company I recently assisted in starting up from nothing. Started setup on a Tuesday, about an hour to complete the main setup, by Thursday I was filling out work orders and invoicing, the following Monday setup Stripe, and away to the races we went. Excellent support as well, the JobBoxSoftware team is incredible.

    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.

    Alternatives Considered

    ServiceTitan and Jonas Enterprise

    Reasons for Choosing ServiceBox

    Ease of use. And give our mechanics value by empowering them with the tools that helped them execute well to the client. Even senior techs ~55 yrs old love the platform.

    Reasons for Switching to ServiceBox

    Ease of use, low price buy in, with monthly subscription that was easy to opt out of if we so desired.

    Response from Jobbox Software

    Hi Michael,
    Thank you for the raving review. It is very important for us here at ServiceBox to have our customers beyond satisfied with our product. It is fantastic to hear that your techs in the field are using our system and enjoying it. Our goal is to make sure that everyone using ServiceBox is enjoying it. If you ever have any ideas for us to improve on, or you are having an issue or bugs, please do not hesitate to shoot us a message using the feedback button.
    Have a wonderful day,
    Your ServiceBox Team

    Sara H.
    Overall rating
    • Industry: Utilities
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 3.0 /10

    Needs to be quicker

    Reviewed on 2020/09/24

    It is not what we thought it was going to be and does not function how we'd hoped.

    It is not what we thought it was going to be and does not function how we'd hoped.

    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.

    Response from Jobbox Software

    Hi Sara,
    Thank you for the review, I appreciate you taking the time to respond to us! I am happy to hear that you're finding ease with our customization and organization for your jobs.
    Please report unresponsiveness to our help desk in order for us to assist you as quickly as possible. We have done a lot of work for our customers to help and improve their speed and we do not want to leave anyone behind. We are currently in the process of a redesign and update in order to make our product more user/mobile friendly.
    Hope you have a great day,
    Your ServiceBox Team

    Benjamin S.
    Overall rating
    • Industry: Mechanical or Industrial Engineering
    • Company size: 2-10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

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

    Service box is great!

    Reviewed on 2020/09/24

    My overall experience has been fantastic. In the event there was a major issue, the SB team quickly...

    My overall experience has been fantastic. In the event there was a major issue, the SB team quickly resolved the issue to allow business to operate as normal, they have assisted with company specific operating practices by offering work around a and additionally offer system customizations which I have had done several times for ease of use. Service Box is a great software with a great team behind it, and I tell all colleagues about it all the time.

    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.

    Alternatives Considered

    Jobber

    Reasons for Choosing ServiceBox

    Service box’s platform across the board had features that allowed an unlimited amount of overall organization and simplicity for running my business.

    Switched From

    Field Promax

    Reasons for Switching to ServiceBox

    All other systems I considered before proceeding with service box fell short of what what I needed out of a work order management system and service box exceeded my expectations.

    Response from Jobbox Software

    Hi Benjamin,
    Thank you for your review of ServiceBox, we are very happy to hear that our product is working exponentially well for you. If there is anything that we can improve on at anytime, or that our systems can sharpen up, please use our feedback button on the bottom of our page.
    Have a wonderful day,
    Your ServiceBox Support Team

    Nathan C.
    Overall rating
    • Industry: Construction
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Requested review for ServiceBox

    Reviewed on 2020/09/29

    Works well for what we need to do.

    Works well for what we need to do.

    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.

    Alternatives Considered

    ServiceTitan

    Reasons for Switching to ServiceBox

    Cost to license and work load to switch data over.
    Showing 5 reviews of 100 Read all reviews

    ServiceBox FAQs

    Below are some frequently asked questions for ServiceBox.

    ServiceBox offers the following pricing plans:

    • Starting from: US$20,00/month
    • Pricing model: Subscription
    • Free Trial: Available

    * Pay Annually and Receive 10% off * As low as $20 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:

    Construction for Sage 50 Accounts, Dropbox Business, QuickBooks Online Advanced, Quickbooks Online, Sage 50cloud Accounting, Stripe

    ServiceBox offers the following support options:

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

    Related categories

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