ServiceBox

Avantages

How it links up to our accounting software. The time card link has proved to pay for itself. We have noticed an increase in employee productivity. Support is very quick and actually being able to speak to a real person right away.

Inconvénients

Every few months I have to go in and clean up the materials list. As it is a learning system if a user spells something different then another it logs this in.
On the quoting side. I would like to see a template to speed up the time for standard estimates.

Avantages

ServiceBox has been a fantastic tool for our business! What we like most is how easy and intuitive it is to use, even for team members who aren’t tech-savvy. It’s highly customizable, allowing us to tailor it to our specific needs, and their communication about updates is excellent—we always feel informed about improvements.

On top of that, it’s affordable, which is a big plus for businesses looking for great value. Another bonus is its ability to link with accounting software (though we haven’t taken advantage of this feature yet, but it’s definitely a great option to have).

Overall, ServiceBox has been a reliable, user-friendly solution that keeps our operations running smoothly! Highly recommend.

Inconvénients

One area that could use improvement is the speed at which updates and new features are rolled out. The development process can sometimes feel lengthy, but I understand that this thorough approach ensures stability and reliability in the software.

Alternatives envisagées 

Pourquoi choisir ServiceBox 

Pourquoi passer à ServiceBox

Avantages

We love the fact you can customize what you need. All the variations of the forms. They call quarterly just to check to see if there are any issues. They have great customer service, everyone there is overly friendly!

Inconvénients

The only thing we would like to see is in the scheduler is a way to easily see different technicians schedules. Right now you just put appointments in on the schedule its all mashed together on the day, luckily we also have a paper schedule where we right down which tech and truck is on which run. Our old system did this however it was very old and we needed to update, we have used ServiceBox for a few years now and have gotten used to not being able to schedule on specific runs. Nobody likes change but we are ok with it. But dont let this sway you against ServiceBox, we knew this going into it and it didnt stop us. Their customer service outweighed this small minor inconvenience.

Avantages

The ease of billing from the quote to invoice.

Inconvénients

Technical support. Everything is online thus causing much downtime when an issue arises. Scheduling takes way more time than it should. There is no audit trail captured.

Alternatives envisagées 

Pourquoi passer à ServiceBox

Avantages

Has lot's a great features for the price.
Canadian pricing

Inconvénients

Web based and required internet connection to do anything.

Alternatives envisagées 

Pourquoi choisir ServiceBox 

Logiciel antérieur 

Pourquoi passer à ServiceBox

Avantages

ServiceBox offers an intuitive platform, enabling our team to quickly adapt and efficiently manage tasks without extensive training.

Inconvénients

The scheduling tool on mobile devices is not good. It is difficult to use. It also looks very cluttered on both mobile and desktop.

Alternatives envisagées 

Pourquoi passer à ServiceBox

Avantages

ServiceBox provides a great way to access my client information, in the office or out in the field. Not the best but much better than how we used to do it (pen and paper).

Inconvénients

ServiceBox does not visually look well when used on my cell phone. I always have to scroll the screen down to select an item in the drop box when scheduling a service. It's also not industry specific and more of a general SAS.

Alternatives envisagées 

Pourquoi passer à ServiceBox

Avantages

Its versatility and comprehensive capabilities. Easy to use interface. Accessible from any location.

Inconvénients

Very little wrong with the application. Sometimes the mobile interface can be touchy or clumsy by touching the wrong link or button.

Alternatives envisagées 

Pourquoi passer à ServiceBox

Avantages

The pc operation of the program is easy and well laid out. I really like the layout of the schedule board compared to other scheduling programs.

Inconvénients

I don't like the fact that you cannot run a short version of inventory usage for the week or specific time period to create more accurate stock orders.

Avantages

I love the fact that it’s paperless as an owner I can schedule my guys with out having them back at the shop. Having them check in and check out and adding pics and notes to the service box is a huge plus as well just to protect my guys and my business if there is a conflict with billing or the job.

Inconvénients

Getting kicked out after being logged in for some time and forgetting my pass word lol I don’t like when I make a quote for a customer and when sent it breaks down all materials and such.

Avantages

It's easy to use and clear. You are able to put in a lot of information both on the back end and for the customer.

Inconvénients

Pricing. It would be nice to have an up to date pricing. It remembers some prices, but it seems it remembers the wrong ones.

Avantages

It seems to encompass the majority of what an individual employee need.

Inconvénients

The app seems quite useless, you can't do anything with it without opening the webpage. I'd also say it would be nice to be able to collapse the work orders when you hit the tabs on the top left. Aswell as not being able to input when offline to be automatically updated in when returning online.

Avantages

Adding this software into our workflow was game changer. The most important reason we went to ServiceBox was because they seamlessly integrated with SAGE50 Canada. Another important quality of the software - the Customer support is AMAZING. Any time I've had an issue or wishing to see improvement, they've listened and made changes when appropriate and in a timely manner.

Inconvénients

Their app needs a bit of improvement in the speed and ease of getting to the "meat" of the app. It's still easy to use but there's a bit of lag when opening the app and getting into the website.

Avantages

That it developed in Saskatchewan, Canada. Integrates with Canadian taxes, and when there is a question the support team understands the Canadian aspect, which almost non-existent for American developed products.
We can track all the equipment on various sites and attach notes, pictures, and details as it pertains to each individual piece of equipment.

Inconvénients

The check sheets that we developed are not as user friendly as we would like. This might be our own issue that we are not using the software as well as we could but though.
Would like the maintenance scheduling for equipment to be a little more robust, would like to have manufactures check sheets built into the maintenance scheduling so that at certain times of the year different checks are done on that same piece of equipment. Would like to be able to have more than one pic for the identification of a piece of equipment but this might be a little over kill.
In the "to-dos" I would like a date and stamp on each entry that is made. When i send a to-do and they reply it still only gives the original date that the to-do was created. I would like all replies tracked from the person that replied. On that same to-do i would like to be able to send the same to-do to more than one person, this does not happen very often but it would be handy to have this as an option.
Would like to use it to it's full capabilities but that is not necessarily a con on ServiceBox but on me not using it to it's full capabilities.

Avantages

The system is easy to use and super practical. Its a super great asset to have in your tool box !
the attachment feature is amazing and allows you to upload and store lots of information in the work orders .Robust system and we have lots of confidence in it .

Inconvénients

The recurring work order feature doesn't necessarily work properly .
If you are using an Iphone -you cant use the zoom feature for the scheduler .
Works great with sage but costly -you are forced to upgrade the sage program yearly and drives the cost to operate the system up considerably
The inventory feature also needs to be better .
The system should allow you to create file folders for job sites .

Avantages

Automatic iteration, filing, scheduling and organization of work order #s (and the consequent reductions in admin work and paper waste) are awesome.

Inconvénients

There is one issue that requires users to frequently duplicate work and resubmit data that is already in the system:
When I am submitting a quote for tender, there are usually 3-5 contractors(customers) that require pricing but the job site is not going to change! After creating the quote for Customer 1, copying the quote should carry over the job site as well. In general, job sites do not need to be linked to a customer (because civic addresses exist geographically regardless of what business occupies it or what contractor is working on the job.)

Avantages

It is very easy to use and we have of our information in one location. Scheduling, work orders, timesheets. use of materials, invoiceing and quotes. Can find information fast and easy for any customer.

Inconvénients

Connecting with QuickBooks Online was a changelle and having issues sync-ing payments with QuickBooks

Avantages

I like the customization of categories and statuses. Also timesheets.

Inconvénients

I hear constant complaints on how slow it is and the unresponsiveness. In the end it makes more work for me. The search feature is not reliable due to how it sorts through keywords. The scheduler is not user/phone friendly. Too small and clustered.

Avantages

Customer history is a big bonus. I can see what has been done so I don't have to go into a job blind

Inconvénients

Navigation needs work. A smoother transition between fields would be nice. Not having to go to scheduler from the main Menu but from the page you are on would be more convenient.

Avantages

After trying a few different processes, we finally tried ServiceBox and moved to a paperless system. We are able to e-mail all invoices to our clients and between this and the techs having access to everything in the field, we have saved large amounts of time.
Now there is no dual entry for invoices.
It is a brilliant thing to have techs using the system too, communication between everyone is greatly improved

Inconvénients

It would be nice to have a couple of the reports available in Excel not just PDF

Avantages

Customer support is A++, easy to log hours with check in and check out feature, uploading photos to work orders is easy.

Inconvénients

Sometimes need to restart app to upload photos. Laggy and crashes from time to time.

Avantages

Having the time sheet updated based on work orders. Our previous system would require us to enter job site details for all forms like time sheet, gas permit, check sheets. Now all forms are linked to the job site so we don't waste time entering the same info multiple times

Inconvénients

Entering material from inventory isn't very efficient for big jobs. Having a list of fittings for each category ( copper, ABS, black iron ). Then a plus or minus beside each. I don't like it when i finish entering one item hit finish then you go back to the top of the screen just to scroll all the way back to the bottom of the list and the process keeps repeating

Avantages

Ease of use and implementation to our field and office users

Inconvénients

Some issues with glitching on mobile platform (on occasion) needs some additional features

Avantages

The customizations are helpful, you can edit the setup as much as you need to

Inconvénients

There is not really any negatives, it's a good product

Avantages

search functions, good customer support, fairly simple

Inconvénients

bogs down, some of the dispatch features could be streamlined if the customer using it has a more rapid need, while search functions are good, they could be expanded for other fields