Powerful cloud-based job management software system
Build meaningful connections with your customers.
ServiceBox is not just easy-to-use estimating software.
Adding functionality, including job tracking and scheduling.
Service Agreement Programs are a key element in building and managing.
Paper timesheets are a thing of the past. Record labour on the go.
Say goodbye to paper-shuffling between teams.
Save time and be more efficient with the ServiceBox accounting connector.
Our mobile app allows for higher levels of connectivity and functionality.
Our marketplace will grow your advertising intelligence and return.
Experience next-level control of your business.
Our software allows users to take payments from customers.
Suggest changes and upvote to get them added.
See our powerful software in action and learn how you can improve your workkflow with ServiceBox.
Order inventory and business materials of all types without ever leaving ServiceBox.
We serve hundreds of industries no matter the size of their team. From small to large companies, ServiceBox has features that will boost productivity and increase margins.
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.
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.
Create contacts for customers or job sites.
Allows the choice of emailing to the company or contact with an email address
Notifications on office computers and mobile devices (smartphone and tablet via App).
To Dos notifications.
Work Order notifications.
All job site accessed in one place.
Pricebook by job site location if needed.
Tax amount by job site location if needed.
Access all features of ServiceBox from cellphone service via App or browser on device.
Smartphone, tablet, or laptop.
Android
iOS - iPad and iPhone
Security levels, to access areas of ServiceBox.
GPS Tracking.
In and Out board (like an office White Board for office IN/OUT status)
Customer, Work Order, Recurring Work & Invoice Reports.
Custom Reports available.
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.
QuickBooks Desktop
QuickBooks Online
Sage 50 Canada
Sage 300 (Premium Feature)
NEW - Individual Revenue Accounts in accounting software linked into ServiceBox now.
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 customers.
NEW - have material items on Quote automatically show up on Work Orders for verification
House inventory in a main warehouse or other remote location (vehicle).
Tracking inventory levels in each & aggregate.
Automatically remove stock from your inventory location when "used" on a job/recorded on your Work Order.
Have minimum stock re-order points.
Allow for an easy way to undertake bulk price changes of your inventory items when needed.
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 the 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.
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.
Quickly take credit card payments from your customers through our invoice email pay-button.
Enjoy peace of mind with our rate of 2.75% +.25 cents.
Enable your technicians to take payments through our hand-point devices.
Quick and easy set-up with our partners at PayRoc
Ability to Schedule and execute contracted, future work/seasonal maintenance/inspections/other.
Unit history.
On an Annual, Semi-Annual, Monthly, Weekly, etc. basis, whatever you need to set.
Checklists for Units.
Checklists for Job Sites.
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.
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.
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).
Our customers love the affordability and flexibility of our software. ServiceBox is priced to ensure you see a return on your investment. We have pricing options that align with your needs; whether you’re a one-person service business or manage a large team in the field.
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