ServiceBox

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.