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ServiceBox Reviews & Product Details

MB
Technical Services Manager
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about ServiceBox?

Service box keeps me organized and quickly allows me to serve my clients and team members. As well, our parent company uses a very expensive enterprise solution, exporting client databases really helped them integrate. Review collected by and hosted on G2.com.

What do you dislike about ServiceBox?

We did have an issue with the database not using the job site address for the map link funtion. We reported this and the issue was resolved. So, we really don't have any dislikes anymore. Review collected by and hosted on G2.com.

What problems is ServiceBox solving and how is that benefiting you?

Quote templates really solve the quick turnaround, plus our techs simply fill out work orders and their time sheets are updated as the work order is entered. I've had 55yr old techs use service box, and not only engage, but really like working with it. Review collected by and hosted on G2.com.

ServiceBox Overview

What is ServiceBox?

ServiceBox is the leader in Field Service Management. No matter what industry you work in, ServiceBox’s software and app can help you run a more efficient business and increase your bottom line. ServiceBox was originally designed for the Plumbing and Heating (HVAC) industry, but over the years we've grown to become a full feature software for service companies of all industries. This includes electrical contractors, HVAC contractors, plumbing contractors, duct cleaning companies, security companies, water treatment companies, industrial maintenance companies, heavy-duty mechanics, pest control companies, roofing contractors, handyman services, and carpenters. ServiceBox allows these companies to manage their business workflow of Quoting, Work Orders, Scheduling, Maintenance, Invoicing, Payments, Timesheets, and Accounting Integration. WOW YOUR CUSTOMERS Our Customer Information Management Software allows you to create a great customer experience that will increase your repeat business. STREAMLINE YOUR WORKFLOW MANAGEMENT ServiceBox is a powerful cloud-based job management software system designed to streamline and track all processes from the initial quote, through to final invoicing. TIME TRACK WITH EASE Record labour on the go, your field team can simply track their time on the job from their phone or device, and the data flows through to their timesheet. GET PAID FASTER Create quotes and invoices quickly and send them to your customers instantly. You can even sync with your account software QuickBooks, QuickBooks Online, and Sage 50. MAXIMIZE EFFICIENCY Say goodbye to paper-shuffling between teams, wasted admin hours, and time-consuming paper schedules. With ServiceBox you’ll be able to maximize your billable hours, minimize risks such as missed invoices and enhance customer service opportunities.

ServiceBox Details
Languages Supported
English, French
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Product Description

ServiceBox is a service industry specific software that replaces outdated software and keeps track of customer interactions, and help drive new business toward your company.

How do you position yourself against your competitors?

We are a top-to-bottom software solution for all of a company's needs, regardless of industry. Intuitive quote/workorder/invoice system and easy timesheets. We help you track ongoing maintenance contracts, as well as inventory. Online checklists and to-dos for techs. Links in the e-invoice for easy payment. We offer the easiest scheduling and dispatch system in the world, and a one-step connector that allows you to move all your information into your preferred accounting software with literally the push of a single button. And as of this year, we offer a "Marketplace" suite of features that helps your company wholistically improve your online presence.


Seller Details
Year Founded
2012
HQ Location
Regina, SK
Twitter
@getservicebox
75 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®

JC
Overview Provided by:

Recent ServiceBox Reviews

TO
Tania O.Small-Business (50 or fewer emp.)
5.0 out of 5
"Best software for our business!"
ServiceBox has saved us countless hours in data input and the fact that it syncs to our accounting program makes it invaluable!
KS
Katie S.Small-Business (50 or fewer emp.)
5.0 out of 5
"Seamless client scheduling, work order tracking, quoting and invoicing in one place!"
I am the service dispatcher for One Degree. I like the seamless system for tracking all work done on each piece of equipment and easily reference p...
Mike E.
ME
Mike E.Small-Business (50 or fewer emp.)
4.5 out of 5
"Finally the Dead of Paper!"
Finally, we see a solution to getting rid of paperwork orders... Gone now are the days of crumbled, coffee-stained, incompleted, or heaven forbid c...
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ServiceBox Media

ServiceBox Demo - Dashboard
Immediate access to customers, contracts, job sites, quotes, work orders, invoices, recurring work, timesheets, inventory, reporting, notes, and to-dos
ServiceBox Demo - Accounting Connector
Connect ServiceBox to your accounting software.
ServiceBox Demo - Smart Scheduling
The easiest scheduling and dispatching system in the contemporary workforce.
ServiceBox Demo - Inventory Management
Experience next-level control of your business with our inventory management system. You can link your inventory to quotes, work orders, and invoices, which makes keeping track of items easy and efficient.
ServiceBox Demo - Recurring Work Orders
Our cloud-based system allows users to view work orders both at the office and in the field.
ServiceBox Demo - Portal Payment System
Either take payment directly from a credit card, use a physical hand point system while on-site, or send an invoice email with pay buttons or links after the job is complete.
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Have you used ServiceBox before?
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13 out of 14 Total Reviews for ServiceBox

4.9 out of 5
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13 out of 14 Total Reviews for ServiceBox
4.9 out of 5
13 out of 14 Total Reviews for ServiceBox
4.9 out of 5

Overall Review Sentiment for ServiceBoxQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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KS
Service Dispatcher
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about ServiceBox?

I am the service dispatcher for One Degree. I like the seamless system for tracking all work done on each piece of equipment and easily reference previous work and recommended work for each job site and piece of equipment within the job site. I also like the way the schedule is easy to manage from one screen for the entire company. I can see at a glance how each technician's schedule is looking for upcoming days and am able to easily add recurring events. Review collected by and hosted on G2.com.

What do you dislike about ServiceBox?

The part I dislike MOST about Service Box is that the browser's back buttons don't work. If you are in a work order or quote and want to go back to the previous page, you have to click back to the main page for the company then select the tab you want to go to, then scroll down and find the quote or work order I need to reference, even if it was the last page I was working on. Review collected by and hosted on G2.com.

Recommendations to others considering ServiceBox:

Remember that they have amazing customer support and that they are great at customizing it to fit your company's needs. Review collected by and hosted on G2.com.

What problems is ServiceBox solving and how is that benefiting you?

Tracking recurring work and tracking quoted work has increased our productivity. We can easily pull up all the submitted quotes for all customers and follow up to get approval, thus ensuring we don't miss anything important. Review collected by and hosted on G2.com.

TO
Vice President
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about ServiceBox?

ServiceBox has saved us countless hours in data input and the fact that it syncs to our accounting program makes it invaluable! Review collected by and hosted on G2.com.

What do you dislike about ServiceBox?

The only thing we would change is the size of the pictures so that we can send out more to our customers. Review collected by and hosted on G2.com.

Recommendations to others considering ServiceBox:

It will be the best money you ever spend on software for your business! Review collected by and hosted on G2.com.

What problems is ServiceBox solving and how is that benefiting you?

It has freed up administrative time to focus on other aspects of our business. Our technicians always know their schedules in advance to allow for better job preparation. We rarely have a missed or cancelled appointment due to the service reminders. Review collected by and hosted on G2.com.

Mike E.
ME
Electrician / Office Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ServiceBox?

Finally, we see a solution to getting rid of paperwork orders... Gone now are the days of crumbled, coffee-stained, incompleted, or heaven forbid completed missing records of the work and materials our technicians complete on job sites.

We track their GPS tokens, ensuring they are where they say they are (and can even calculate their average speed between jobs)

We know what materials they used, and with clock-in / clock-out, the labor costs associated with each service call, and the best part is that our service techs are doing all the data entry making invoicing half the job it used to be! Especially as ServiceBox integrates with our QB accounting software!

Customer signatures on Work orders even transfer to invoices for work completed, so there is never a question if the job was completed. From a branding perspective, digital tablets that customers sign elevate us from other contractors who are stuck in the stone age of projects and contract management.

Checklists and notes for specific equipment we routinely work on are instantly available, so all the relevant documents and preventative maintenance and service history are available at their fingertips!

ServiceBox has made us more efficient, more organized, and ultimately more Profitable... We will NEVER go back to expensive consumable carbon-copy work orders again!!! Review collected by and hosted on G2.com.

What do you dislike about ServiceBox?

Initial set-up was a very large task, and it took the better part of the first year to integrate the new system fully and fine-tune it to our business operations. However, the team helped us on an ongoing and as-needed basis. Review collected by and hosted on G2.com.

What problems is ServiceBox solving and how is that benefiting you?

Coffee stained, incomplete, erroneous, or downright missing, crumpled illegible paper! Review collected by and hosted on G2.com.

CK
OFFICE MANAGER
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about ServiceBox?

I LOVE THAT I CAN DO THE INVOICING AT THE SAME TIME AS CHECKING THE TIME CARDS. AND SINCE THE GUYS NOW DO THE WORK ORDERS WHILE ON THE JOB SITE, INVOICING THE CUSTOMER IS SO MUCH FASTER. NOW IT ONLY TAKES ME 1 DAY TO GET THE INVOICING DONE WHERE IT USED TO TAKE ME 2 MONTHS SOMETIMES.

ANOTHER THING THAT I LIKE IS THE PRICE. I HAVE CONSULTED WITH A FEW COMPANY'S AND SERVICEBOX WAS CHEAPER BY TENS OF THOUSANDS OF DOLLARS FOR PRETTY MUCH THE SAME SERVICES. Review collected by and hosted on G2.com.

What do you dislike about ServiceBox?

THERE IS NOT MUCH THAT I DO NOT LIKE ABOUT SERVICEBOX. I WOULD LIKE TO BE ABLE TO SYNC THE TIME CARDS OVER TO SIMPLY ACCOUNTING, BUT SIMPLY DOESN'T ALLOW IT. ALSO, FOR SOME REASON, WHEN DOING A REFUND OR CREDIT, IT SYNC'S OVER TO SIMPLY AS A DEPOSIT AND NOT A CREDIT. BUT THAT'S NOT A BIG DEAL. I JUST DO IT IN SIMPLY INSTEAD OF SERVICEBOX. Review collected by and hosted on G2.com.

What problems is ServiceBox solving and how is that benefiting you?

THE BIGGEST THING I SAVE IS TIME. I AM AMAZED AT HOW FAST I GET THINGS DONE. I HAVE ACTUALLY BEEN ABLE TO CUT MY STAFF. WE ARE A SMALL OFFICE AND WHEN ONE OF THE GIRLS IN THE OFFICE QUIT, I DIDN'T NEED TO REPLACE HER.

I ALSO LOVE THE FACT THAT I CAN WORK FROM HOME IF NEEDED, WHICH CAME IN VERY HANDY DURING THE COVID-19 PANDEMIC. Review collected by and hosted on G2.com.

Curtis B.
CB
General Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about ServiceBox?

It saves a lot of administration time helping me focus on core business. The GUI is very easy to understand and quickly learn. Our field staff find it easy to use as well. The launch of their recent app is great, customer support is very responsive and helpful. The development team continually updates and adds new features to the platform, and does a great job notifying us users of such, and they release great informative notes about each update so learning about them is seamless. The pricing is very reasonable and if you're interested, one of their team members will come out to your office to go through a demo and presentation and answer all your questions. They also spend time helping set up your business in the system, so it is tailored to your exact business needs. Transitioning our old customer database from excel to service box was seamless and the entire migration process was very simple, quick, and did not require any of my time to set it up. Review collected by and hosted on G2.com.

What do you dislike about ServiceBox?

Nothing comes to mind, it is very easy to use. Review collected by and hosted on G2.com.

What problems is ServiceBox solving and how is that benefiting you?

Having all the info in one place minimizes errors and simplifies admin workflow. We used to lose paper copies of quotes, work orders and invoices. Also, the calendar and ability to set reminders ensures we never forget to follow up with customers regarding questions they have, trouble tickets issued, etc. We have hundreds of customers so it's impossible to remember every aspect about every customer, but Service Box makes this simple to manage!!! Cost savings...we have been using service box for about 6 years now and the cumulative savings in admin time, error-proofing our workflow, no lost information, better customer service etc has to be in the thousands of dollars per year at least. Review collected by and hosted on G2.com.

Verified User in Construction
UC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about ServiceBox?

I enjoy the versatility of the software, and how the system develops as the users require different items built in. Staying on top of customers needs, while providing a stable subscription fee is paramount.

I like the organization abilities as long as you stay consistent with yourself in how you operate/manage service box as the end user. Review collected by and hosted on G2.com.

What do you dislike about ServiceBox?

I don't like how when we go to add many, (8+) photo attachments to an invoice, or work order, the software will stay stuck in the 'emailing' function - at times, for certain jobs, I require the ability to upload much more, and I am currently using drop box as this is an absolute bottleneck for my needs.

I do not like how there isn't an option to strictly submit paid receipts after manually entering a payment. (I understand you can resend the invoice, but it looks alarming for customers when it says "invoice" and not "receipt".

I do not like how we are not able to strictly on the fly create an invoice. As a one man shop, looking to scale up in the future, this is a necessity for now, and yet not later. Review collected by and hosted on G2.com.

Recommendations to others considering ServiceBox:

It's a fantastic program, it helps in soany different aspects. Review collected by and hosted on G2.com.

What problems is ServiceBox solving and how is that benefiting you?

Work flow, A/R issues, accountability on following up with clients, scheduling. Review collected by and hosted on G2.com.

DL
President
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ServiceBox?

Customizable Maintenance checklists, reporting features, simplicity, reporting, customer support... Review collected by and hosted on G2.com.

What do you dislike about ServiceBox?

Field techs have mentioned that the phone app can be a little slow and freezes periodically Review collected by and hosted on G2.com.

Recommendations to others considering ServiceBox:

We had tried multiple software programs before discovering Servicebox. We were discouraged as we found that many programs would provide some of the features we wanted but not all or that the price would go out of control as you added features. I typically don't review products online, but I feel that Servicebox has been one of the best investments our business has made to date. I would strongly recommend it to anyone in the service industry. Review collected by and hosted on G2.com.

What problems is ServiceBox solving and how is that benefiting you?

Servicebox has streamlined our business and reduced admin time by a significant amount. Review collected by and hosted on G2.com.

Christie B.
CB
Owner
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ServiceBox?

It is easy to use, keeps us organized, and is very reliable. I also very much appreciate how fast someone gets back to me when there is an issue. Review collected by and hosted on G2.com.

What do you dislike about ServiceBox?

I'm not too fond of when I am deleting work orders that after I have deleted it scrolls to the top, but I believe there is a fix in for that. Review collected by and hosted on G2.com.

Recommendations to others considering ServiceBox:

If you are running a business and need to schedule any client visits, I strongly recommend ServiceBox. It is a pleasure to use. Review collected by and hosted on G2.com.

What problems is ServiceBox solving and how is that benefiting you?

I operate a cleaning business. Our clients schedule one time cleans, monthly, bi weekly and reoccurring appointments that don't have an end date. Before using ServiceBox I was using a calendar, and it made making any small changes very confusing. Now I am confident our schedule is done properly when I have made that change in ServiceBox. I run multiple crews, and it is so easy to make changes on the fly. Review collected by and hosted on G2.com.

Benjamin S.
BS
O
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ServiceBox?

The ability to operate on a very large scale efficiently and effectively utilizing the advanced features ServiceBox offers that most other systems don't even have, or aren't as streamlined as ServiceBox makes it. Review collected by and hosted on G2.com.

What do you dislike about ServiceBox?

When using the mobile app, it loads a page I don't use - I then have to wait to load the main page I use - every time I open the app after my phone loads a new website on Google. Review collected by and hosted on G2.com.

Recommendations to others considering ServiceBox:

You won't go wrong using Servicebox. Review collected by and hosted on G2.com.

What problems is ServiceBox solving and how is that benefiting you?

Organization is the biggest benefit here. Recurring work, all the areas to add attachments related to specific equipment... the list goes on and on. Review collected by and hosted on G2.com.

SR
Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about ServiceBox?

Being able to track all our projects easily and quickly whenever is needed. Review collected by and hosted on G2.com.

What do you dislike about ServiceBox?

Using service box with sage accounting software has been a bit of a struggle with a few bugs and glitches. Review collected by and hosted on G2.com.

What problems is ServiceBox solving and how is that benefiting you?

Time tracking has been a huge issue in the past, but now every employee can sign in on their phones with no lost paperwork. Review collected by and hosted on G2.com.