ServiceBox
UnclaimedAll-in-one field service management software to streamline operations and drive success.
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TL;DR - ServiceBox
- Comprehensive field service management platform for various trades.
- Streamlines operations from quoting and scheduling to invoicing and inventory.
- Offers mobile connectivity, accounting integrations, and customizable workflows.
Pricing: Paid only
Best for: Enterprises & pros
Pros & Cons
Pros
- Condenses all tasks into a single, efficient platform.
- Offers extensive customization for workflows and processes.
- Integrates with popular accounting software like QuickBooks and Sage for faster payments.
- Provides a mobile app for on-the-go access to all features.
- Includes robust reporting and analytics for business insights.
Cons
- Pricing tiers are based on user count and features, which may require careful planning for growing teams.
- Specific details on API access or advanced customization beyond workflows are not explicitly detailed.
Key Features
Job Management (Work Orders)Customer ManagementQuoting SoftwareInventory ManagementPreventative MaintenanceTime Billing & Timesheet SoftwareScheduling & DispatchingInvoicing & Payments
Pricing Plans
Starter
$75/Month
- 2 max users
- 200 customers
- 300 job sites
- 1 GB data
- Quoting
- Work Orders
- Recurring Work Orders
- Invoicing
- Expenses
- Payments
- Accounting Integration
- Scheduling
- Automated Client Notifications
- Job Details & Attachments
- GPS Tracking
- Time Tracking
- Expense Tracking
- Automatic Time Tracking
- Job Costing
- Credit Card Processing
- Financial Reporting
- Work Reporting
- Expense Reporting
- Team Productivity Reporting
- Custom Fields
- 1-on-1 Product Support
- Mobile App
- Data Import
- Price book
- Checklists
- Equipment Tracking
- Multi-Day Jobs
- Client Reporting
Standard
$210/Month
- 50 max users
- Unlimited customers
- Unlimited job sites
- Unlimited data
- White Glove Onboarding
- Inventory
- Multi-Location
- Purchasing
- Automated Invoice Follow-ups
- Quoting
- Work Orders
- Recurring Work Orders
- Invoicing
- Expenses
- Payments
- Accounting Integration
- Scheduling
- Automated Client Notifications
- Job Details & Attachments
- GPS Tracking
- Time Tracking
- Expense Tracking
- Automatic Time Tracking
- Job Costing
- Credit Card Processing
- Financial Reporting
- Work Reporting
- Expense Reporting
- Team Productivity Reporting
- Custom Fields
- 1-on-1 Product Support
- Mobile App
- Data Import
- Price book
- Checklists
- Equipment Tracking
- Multi-Day Jobs
- Client Reporting
Premium
$330/Month
- Unlimited users
- Unlimited customers
- Unlimited job sites
- Unlimited data
- White Glove Onboarding
- Inventory
- Multi-Location
- Purchasing
- Automated Invoice Follow-ups
- Quoting
- Work Orders
- Recurring Work Orders
- Invoicing
- Expenses
- Payments
- Accounting Integration
- Scheduling
- Automated Client Notifications
- Job Details & Attachments
- GPS Tracking
- Time Tracking
- Expense Tracking
- Automatic Time Tracking
- Job Costing
- Credit Card Processing
- Financial Reporting
- Work Reporting
- Expense Reporting
- Team Productivity Reporting
- Custom Fields
- 1-on-1 Product Support
- Mobile App
- Data Import
- Price book
- Checklists
- Equipment Tracking
- Multi-Day Jobs
- Client Reporting
About ServiceBox
By Toolradar Team·
ServiceBox is a comprehensive field service management software designed to condense all operational tasks into a single, efficient platform. It provides tools for job management, customer relationship management, quoting, scheduling, dispatching, inventory control, and invoicing, all accessible via a mobile app. The software aims to eliminate duplicate tasks and significantly increase workflow efficiency for service-related businesses.
Initially developed for the plumbing and heating (HVAC) industries, ServiceBox has evolved into a full-featured solution suitable for various service companies, including electrical contractors. It focuses on providing customizable workflows and processes, allowing businesses to tailor the software to their specific needs. Key benefits include faster payments through integrations with accounting software like QuickBooks and Sage, improved customer tracking, and robust reporting and analytics capabilities.
ServiceBox is ideal for field service companies ranging from small businesses with one technician to large teams. It offers scalable pricing tiers to accommodate different company sizes and growth stages, ensuring a return on investment. The platform emphasizes cloud-based accessibility, ensuring all data, from work orders to invoices, is securely stored and readily available.
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ServiceBox FAQ
How does ServiceBox handle recurring maintenance contracts and automatically generate work orders for them?
ServiceBox supports ongoing maintenance programs through contract reminders for job sites and equipment, maintenance checklists, and automatic recurring work order generation. This allows businesses to manage all aspects of their maintenance schedules efficiently.
What accounting software does ServiceBox integrate with to facilitate faster payments and financial management?
ServiceBox integrates with popular accounting software such as QuickBooks and Sage. This allows for seamless transfer of invoice and timesheet data, enabling faster payment processing and streamlined financial operations.
Can field technicians track their time and materials directly on a job site using the mobile application?
Yes, field technicians can record labor and materials directly onto digital job cards using their mobile devices. This data flows automatically into their timesheets and work orders, eliminating the need for paper timesheets and improving accuracy.
How does ServiceBox ensure that customer and job site data is protected and accessible, especially given its cloud-based nature?
ServiceBox operates as a cloud-based system, ensuring that all data, including customer history, work orders, and invoices, is securely stored and un-erasable. This provides constant accessibility and protection against data loss, allowing quick review of entire work histories for any customer.
What specific features are available for managing inventory across multiple locations within ServiceBox?
The Premium plan of ServiceBox includes advanced features for inventory management, multi-location support, and purchasing. This allows companies to link inventory to quotes, work orders, and invoices, providing next-level control over items across different operational sites.
Beyond standard reporting, what kind of custom analytical insights can users gain from ServiceBox's reporting features?
ServiceBox offers comprehensive reporting and analytics, including financial reporting, work reporting, expense reporting, and team productivity reporting. Users can also leverage custom fields to tailor data collection, enabling more specific and granular insights into their operations and performance.
Source: getservicebox.com