ServiceBox

Avantages

Multiple logins (app and browser), reminder of current checked in job.
The scheduler is easy to update and add events or work orders.

Inconvénients

Layout of the mobile app mostly. Only really good for checking in and out of work orders. I would like to access customer data and the timesheets easier while I'm out and about.

Avantages

We have been using Service Box for 2-1/2 years now. The flow from quotes to work orders to now purchasing to Invoicing is smooth. Love being able to use the Copy feature.

Inconvénients

Some reports that would benefit us are not offered. We tried to Import our Inventory from an Excel spreadsheet that Service Box can't accept.

Avantages

It is user-friendly and allows for scheduling tasks. Also, it is synced with other systems, which makes the process easier

Inconvénients

There are still things to improve. For example, when I send an email, I want to remove the WO document, but it is not allowed.

Avantages

I quite enjoy the color blue that is on the app

Inconvénients

Why when I first open the app it takes me to alerts page? Everytime I go on the app I have to the web I don’t use the alerts page waste of time. Way to many options and buttons are much small, don’t get me wrong options are great but I don’t use very many and buttons are so small I accidentally hit the wrong buttons, more time wasted.

Avantages

I like that it is super user friendly, and the support team is always pleasant, responsive and helpful.

Inconvénients

There are a few features I would like to add to the software, but overall I am really happy with the work arounds that [sensitive content hidden] has given me each time I come to her with a concern.
Also, price jumps quite a but at each tier - would be nice if we could pay by exact number of users and not "up to"

Alternatives envisagées 

HoneyBook et Jobber

Pourquoi passer à ServiceBox

easiest to use, great service and support

Avantages

I use the scheduler to organize my crew and keep track of where they are going.

Inconvénients

The app on the iPhone does not work great, so I ended up using the browser on my phone as it saves the location.

Avantages

Easy to navigate and add work notes to work orders

Inconvénients

Sometime hard to find notes on specific equipment

Avantages

So many different features to access on the app

Inconvénients

Small font makes it difficult to read and switch between pages

Avantages

the scheduling for multiple technicians and adjusting on the fly as required.

Inconvénients

not great for businesses that have retail & service type sales - having to create a work order for an over the counter sale takes time while the customer is waiting.

Avantages

As you add time to work orders automatically creates your timesheet.

Inconvénients

You can’t look back at workorders that have been invoiced as a tech it’s nice to look back to see what has been done previously. You can look at work notes in history tab for previous work orders but be nice to see the actual old work order.

Avantages

ME AND MY COMPANY ENJOY THE EASE OF USE.

Inconvénients

IT TAKES TECHINICAL SUPPORT SOMETIME TO GET BACK TO YOU ON ISSUES OR INQUIRES

Avantages

Service box is vary easy to navigate and user friendly

Inconvénients

With being the only software I've ever used i cant say there are any Cons

Avantages

The fact that you can see all the previous notes left by other users.Our company creates a ticket and we can see past users notes.

Inconvénients

I wish I could put images directly on my report ,instead of a separate window

Avantages

The mobile app allows our guys to check and work from anywhere.

Inconvénients

Integration with PO. Does not work well.

Avantages

Ease to use, tabs are pretty accessible. Good one

Inconvénients

To be honest never had any issue till this date.

Avantages

[sensitive content hidden] She was / is an amazing support member! (all the support crew is great too)

Inconvénients

Not having someone come in, in person to do an initial sit down one on one.

Avantages

professionalism and attention to detail.

Inconvénients

unfortunately no onsite support in another province

Avantages

Seemed perfect at first. Then when we implemented it we started finding glitches like an employee receiving a phone call during checkout wiping out their data. Just trying to run a simple hours report for a whole customer is not possible. Being yelled at by their team member sucked when I thought I lost a complete customer. They act like we have all the time in the world to implement. What we needed was comprehensive attention to what our business needs and I feel we are truly let down by this product so far. Im trying to contact the [sensitive content hidden] to see if they in fact are this way from the top down or I just had a bad experience. Its not all bad but getting the finish line and having them treat me like shit does not work for us an organization.

Inconvénients

Ability to run hours reports filtered by customer and multiple sites

Avantages

There are many features that Service Box Provides. I use it for timesheets, creating workorders, material used, estimates, maintenance reminders, scheduling jobs in future and when I know to book the services. Customers can be listed very quickly. I use it for converting from an estimate to a workorder, then to an invoice, and all the information pulls over. Saves many hours of manually adding it everytime.
Another feature that is great is how service box and whichever accounting program you have, Sage or Simply Accounting. I am able to sync the invoices into our accounting program. Which again saves more hours from manually doing it.
If I have issues with the programs all I do is create a ticket for service box and explain what is happening and they are very quick at replying back to solve the issue for me.
I highly recommend if anyone owns a business and wants to save time and money, call service box and get set up. We have been using them since 2015 and are extremely happy with this program. Thank you Service Box.

Inconvénients

At this time I have nothing to say what I like least because if something does not work I just send a ticket and service box makes it work.

Avantages

The ease of use is the best. So easy to create and track work orders. The job costing feature is awesome Saves us so much time. The time tracker is awesome as well. When it's time for payroll everything is there. Program has many great features and the support team are awesome at finding solutions for any problem you may have.

Inconvénients

The only things we don't like is that you can view your materials library in the program itself. You have to export it to excel to view your whole library and clean up any items you no longer wish to have in there and then re-import it in Service Box.

Avantages

Mechanics love the ease of use and understanding, as well as the clients can easily read the mechanics notes and pictures since it’s all digital. In this industry, client and employee retention are the most 2 important things to growth. Happy employees having the tools at their The reporting allows for reconciling invoices and work orders. Stripe Credit Card Payment system was easy to setup, low cost and has really helped open up opportunities to easily solve our client’s problems without having to necessarily go through the credit app process.

Inconvénients

The default settings at initial setup allow for basic user tiers to delete clients, job sites, and work orders. It’s important to make this distinction before adding new users to the platform, an easy fix for the support team, but something to be aware of. The map link to job site, sometimes uses the bill to address, instead of the job site.

Alternatives envisagées 

ServiceTitan

Pourquoi choisir ServiceBox 

Ease of use. And give our mechanics value by empowering them with the tools that helped them execute well to the client. Even senior techs ~55 yrs old love the platform.

Pourquoi passer à ServiceBox

Ease of use, low price buy in, with monthly subscription that was easy to opt out of if we so desired.

Avantages

Doing commercial refrigeration and HVAC work, I needed a very intense and streamlined work order management system to fully automate everything from quotes, to work orders to invoices, with the capability of recurring work orders for maintenances, complicated tax jurisdictions and class codes along with customer specific pricing and notes along with job sites, and service box allows for everything to be in one place vs accessing many different areas for information.

Inconvénients

I can’t say I dislike anything specifically about ServiceBox, however, I am very detail oriented and like everything to be exact across the board. There are some system functionalities that don’t follow suit from one area of the system to the next, but again, this is hardly a reason to dislike service box.

Alternatives envisagées 

Jobber

Pourquoi choisir ServiceBox 

Service box’s platform across the board had features that allowed an unlimited amount of overall organization and simplicity for running my business.

Pourquoi passer à ServiceBox

All other systems I considered before proceeding with service box fell short of what what I needed out of a work order management system and service box exceeded my expectations.

Avantages

The ability to add pictures to invoices. The navigating of the site is amazing. Easy to teach and we were able to develop a manual quickly. Invoices and work orders are tracked for what stage they are at. Easy to identify which work orders are not complete or require invoicing. Customer data base is easy to search.

Inconvénients

Limited reports available. No abity to attach pictures to units. Pictures are hard to track and easily identify. Reminders are not easily seen and used by the admin and staff . Requesting custom reports is annoying. All work order options should be available in a report. We should also be easily able to view all notes easily for each jobsite, regardless of work order the note was made on.

Avantages

It has great functionality and allows us to run our company all from one software. It allows our technicians the ability to access the job site information that they require.

Inconvénients

It does not automatically prompt you to save changes. This has been a big issue for our technicians using their iPads and here in the office.
We have found that it is not efficient for applying payments. There is alot of room for error and switching of screens. This should be changed so that it updates the paid status in all areas.
The search function is inconsistent. Some of the customers do not appear in the search bar, we have to search manually in the customer list. There has also been issues with this searching invoice and work order numbers.

Avantages

After trying a couple of US based service software programs with no success we found ServiceBox and it's been working great. Service Box syncs wonderfully with our Quickbooks (Canadian desktop version), we didn't experience any of the tax integration issues that we had with the US companies. The support team response is very quick, and often they will follow up by both email and phone. The software is simple and intuitive; our technicians picked it up with very minimal training. It has been very convenient for both office staff and techs to have the clients historical data at their fingertips. With the ability to add pictures, create maintenance lists and record timesheets we have become entirely paperless - and all data is updated in real time so we are able to operate more efficiently!

Inconvénients

Some improvements that we would like to see: more options for reporting (or more custom reports), a fully functional app (where all SB tasks can be performed from within the app), a redesign of the scheduler (adding a search and/or sort function, increasing size of display for the work orders that are in queue, ability to see to dos that are attached to the work order)

Avantages

cannot answer, wants a 40 character answer

Inconvénients

Takes too long to get help on issues, once a ticket is submitted, there is no real time help to solve problems, which can severely impact access to the system The Help menu they have, often times do not connect to issues requested

Avantages

I love that everything I need to do from an administrative angle is all under one roof and connects seamlessly

Inconvénients

There’s a curve to learning what all is available and how to use it efficiently

Avantages

It makes it easy to track hours, labor, expenses and create notes for other techs. Also excellent how you can attach pictures directly to job.

Inconvénients

Pictures sometimes do not upload on the first time or sometimes fail to upload entirely. Some menus can be difficult to navigate.

Avantages

ServiceBox is very user friendly and helps manage all aspects of the day to day. I love that i can create recurring work orders, schedule jobs, invoice, and so much more all out of one system.

Inconvénients

The sales tax function should be improved. I'd like ServiceBox to connect with QuickBooks and pull the sales tax rates from the QB system and enter into SB (ad update as needed).

Alternatives envisagées 

Housecall Pro et Jobber

Avantages

The ease of creation and assignment of tickets. Very easy to get people out the door and tires rolling with site details at their fingertips

Inconvénients

The inventory list exports to a very plain excel sheet. Doesnt show what needs to be replaced with ease, need to comb through the list, no indicator is available

Avantages

Love the quoting format, timesheets, ease of operating. Support

Inconvénients

I HAVE NO COMPLAINTS. Would recommend this to any company

Avantages

The cost and ease of use. It was very easy to implement into the company. The apps are great also.

Inconvénients

I wish there was more reporting option like sales per techs, daily ticket values, etc.. I would be willing to pay extra for these

Avantages

Time in and out, set up schedules, seeing where everyone is, making notes on jobs, keeps everyone organized.

Inconvénients

Uploading images: should allow multiple images to be selected and uploaded at once

Inputting material: it is very tedious. Should consider some sort of spreadsheet where a worker can check boxes or input quantities onto a premade index of categorized material

Saftey paperwork: option for daily saftey paperwork to be a part of the work order or time sheet.

Avantages

always with us where ever we go, As long i have my device near i can see and make changes as needed

Inconvénients

No offline version or ability to fill in information when not connected to web
glitches in Ipad layout.

Avantages

On big plus is eNtering each service as they are called in, tracking. It has made our business more efficient. As well it is easier to look up past jobs and determine best course of action with notes and pictures attached. It is excellent that it links to our accounting software so seamlessly which is another great feature.

Inconvénients

The software is great, I guess if I have a comment I would like to see a bit more interaction on the site such as when you hover the mouse over an icon i would like It to tell the user what that icon does.

Avantages

The ability to source any invoice or work order from anywhere. It is incredibly valuable in many instances to have access this information.

Inconvénients

It has been slow in many occasions. Repairs/upgrades sometimes happen during working hours which I don't agree with. However - this has been getting better.

Avantages

Organization of customers, contacts, invoices, quotes, etc. All the customer's information is in one spot, and there is a full history of your communications with them for easy future reference. The "To-do" feature is a great tool that can be tagged to a customer or a quote, which automates the follow-up process, allowing our sales team to land more jobs quicker!

Inconvénients

N/A

Avantages

Very user friendly for both office staff and technicians. Many great features such as the ability to customize reports, add photo's, and integrate with existing accounting softwares. Very easy for techs in the field to learn the app. Significantly reduced dispatching and invoicing workload.

Inconvénients

Search function is somewhat inconsistent when looking for past invoices or work orders. Also, if you leave a work order without hitting the save button it deletes it and you have to do it over again. A save reminder would be nice for field techs using the app.

Avantages

The data storage function for equipment and work orders is very helpful along with the ability to add photos to all relevant fields.

Inconvénients

Previous lack of an inventory module and now the new inventory module updates are slow with a system that does not always work well.

Alternatives envisagées 

ServiceTitan

Pourquoi passer à ServiceBox

Cost to license and work load to switch data over.

Avantages

easy to implement, employees have access on their phones to the software

Inconvénients

Pending jobs is a little cumberson. It would be better if it reminded you the job was already posted

Avantages

Its flexibility

Inconvénients

When updates are done with the system and it affects and changes system and glitches following day.

Avantages

the main reason was the it linked with quickbooks. i now do not have to schedule jobs and then invoice. it is all done from one platform.

Inconvénients

I have noticed that sometimes the system will lag/slow down. can be frustrating at times but it does not happen that much.

Avantages

The features are constantly being upgraded and improved in consultation with industry users.

Inconvénients

A few too many areas to access for needed answers to questions. A novice to applications would have possible problems in following steps required.

Avantages

EASY TO USE

Inconvénients

SIGNING IN IF YOU LOSE YOUR PASSWORD

Avantages

The software works perfectly most of the time on my iPhone 6. Clocking in and out and just maneuvering around is quick on iPhone. I do not use this app for much other than clocking in and out of work orders and adding photos to benchsheets.

Inconvénients

Doesn't work so great for android. Note 20 ultra is much much slower than an iPhone 6 in comparison in all aspects of the software. The app does crash every once in a while when trying to upload photos to benchseets the screen will go all black and I have to force close and restart the app.

Avantages

Our HVAC company implemented ServiceBox, due to the features offered, but mainly because of the customer service. I naturally expected that once we signed up the help would fade away, but that was not the case whatsoever. The team at ServiceBox work hard, and are diligent at following up with a call, email or text within a very short amount of time, if not immediately. It is obvious that they work well together, as they each have their own assets they bring to the table.
In addition, ServiceBox is flexible and customizable, with a clean, easy to view and understand the User Interface.

Inconvénients

No Application as of yet. Once the application is finished, it will be a top notch program for sure.

Avantages

Seamless use between mobile and desktop. Syncs well with quickbooks

Inconvénients

Clumsy to go between tabs within accounts.

Avantages

Makes timesheets easy to manage
Easy too find job descriptions and leave notes for the next person to use

Inconvénients

Hard to find material sometimes
Hit the check in or out and the submit button sometimes don’t respond and sits in loading

Avantages

We like the fact that we can create a invoice directly in Quickbooks off of the work order. it is very easy for the engineers to get the pdf files needed to complete the work order and easy to attach the signed document back to the work order.

Inconvénients

It makes it hard for our operations manager because he has to input the work orders on outlook so everyone else in the company can see what their schedule is.