Software for Services Features

Customer Management (CRM)

• All customer information and interactions in one place.
• Pricebooks for a customer, for preferred pricing, if needed
• default tax setting by customer, if needed

Portal

• Allow customers to enter in request through our online portal
• Embed portal into your web site for easy intake to ServiceBox

Contacts

• Create contacts for customers or job sites
• allows the choice of emailing to the company or contact with an email address

Job Site Management

• All job site accessed in one place
• Pricebook by job site location if needed
• Tax amount by job site location if needed

Employee Management

• Security Levels - to Access areas of ServiceBox
• GPS Tracking
• In and out Board (Like an office White Board for office IN/OUT status)

Timesheets

• Time entries from Work Order automatically added with Check In/Check Out feature on Work Orders
• Add in custom overtime types for your company
• Additional timesheet items can be created and added
• Submit and approve timesheets
• auto link up with QuickBooks Desktop Payroll.

Quotes

• Signatures & Attachments
• Created Pricebook pricing on Quotes
• Show / Hide price breakdown of Quote on print out sent to customer
• Discounts
• Ability to duplicate  a quote for new leads/clients of often written quotes
• Email Quotes to Customer
• NEW - have material items on Quote automatically show up on Work Orders for verification

Work Orders

• Job Info
• Customer Signatures
• Check in and Check Out of employee while on job site, or what you determine.
• Employee Time Entry, manual or automatic from above
• Materials Used on Job Tracking
• Employee cash expenses on job, if required, for reimbursement
• Purchase Order tracking for job
• Job Costing, with or without a Quote for the job
• Checklists - for job execution (Hazard Assessment), Inspection, Installation protocol, other.....
• Schedule Multiple Employees to Same Job, one day or over time
• Notifications - Day before notification to customers
• Notifications - On Route Notification to customers when tech is on the way.
• Email Work Order information to Customer, if need be

Scheduling

• Day, Week, Month View
• Dispatcher Mode View
• Search for Work Orders that need to be scheduled
• Zip/Postal Code Search
• Scheduled events for Non work order calendar events
• ServiceBox's "Calendar" shareable to other calendars (Google calendar)

Maintenance (Recurring Work Orders)

• Ability to Schedule and execute contracted, future work/seasonal maintenance/inspections/other
• On an Annual, Semi-Annual, Monthly, Weekly, etc. basis, whatever you need to set
• Checklists for Units
• Checklists for Job Sites
• Unit history

‍

To Dos

• Schedule To Do's for a specific employee or yourself
• Recurring To Do's for activities that occur occasionally.
• Manage future and current To Do's
• Categorize To Do's for efficient time management

Notifications

• Notifications on office computers and mobile devices (smartphone and tablet via App)
• To Dos notifications
• Work Order notifications

Mobile Access

• Access all features of ServiceBox from cellphone service via App or browser on device
• Smartphone, Tablet, or laptop
• Android
• iOS - iPad and iPhone

Reporting

• Customer, Work Order, Recurring Work & Invoice Reports
• Custom Reports available

Accounting Software Integrations

• QuickBooks Desktop
• Sage 50 Canada
• Sage 300 (Premium Feature)
• QuickBooks Online
• NEW - Individual Revenue Accounts in accounting software linked into ServiceBox now.

Inventory

• house inventory in a main warehouse or other remote location (vehicle)
• tracking inventory levels in each & aggregate
• have minimum stock re-order points
• automatically remove stock from your inventory location when "used" on a job/recorded on your Work Order
• allow for an easy way to undertake bulk price changes of your inventory items when needed.

Transparent Support

• Communication to our support team through our "Feedback" button
• Access to our FAQ pages
• In your dropdown, the constant communication through our "Feature Request", "Road Map" and "Change Log" from our development team

Payments

• Quickly take credit card payments from your customers through our invoice email pay-button
• Enable your technicians to take payments through our hand-point devices.
• Enjoy peace of mind with our rate of 2.75% +.25 cents.
• Quick and easy set-up with our partners at PayRoc

Marketplace (Your Online Marketing Needs)

• Online Reputation - Reputation Management brings all of the factors that contribute to your business's online reputation in one place, so you can take control.
• Online Presence - Build an eye-catching website and update your email accounts so they're reflecting your company branding.
• Social Marketing - Don't worry about constant interaction and posts, we will help take care of that.
• Get Found Online - Search engine optimization is a must-have for businesses in the 2020's, to ensure your website is top of the list when people search keywords relating to your field. Maximum exposure means maximum results
• Improve Online Listings - Use our Listing Builder to establish accurate listings in more places than you thought possible, massively increasing your visibility.
• And many more

Invoices

• Produce Invoices from Quotes or for Time & Material work
• One-off Invoices or progressive billing
• Enter payments for Invoices, from the office or in the field
• Manage invoice status for company efficiency
• Add Work Order notes and signatures to final invoice
• When connected to accounting, can import customers, job sites, invoices and payments to accounting
• Discounts allowable
• Email Invoice to Customer

‍

‍

‍