ServiceBox

Pros

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.

Cons

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.

Pros

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

Cons

Web based and required internet connection to do anything.

Alternatives Considered

Reasons for Choosing ServiceBox

Switched From

Reasons for Switching to ServiceBox

Pros

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.

Cons

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

Pros

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

Cons

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 Considered

Reasons for Switching to ServiceBox

Pros

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.

Cons

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 Considered

Reasons for Choosing ServiceBox

Switched From

Reasons for Switching to ServiceBox

Pros

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).

Cons

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 Considered

Reasons for Switching to ServiceBox

Pros

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

Cons

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.

Pros

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

Cons

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.

Pros

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

Cons

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 Considered

Reasons for Switching to ServiceBox

Pros

Easy to navigate and add work notes to work orders

Cons

Sometime hard to find notes on specific equipment

Pros

ME AND MY COMPANY ENJOY THE EASE OF USE.

Cons

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

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Pros

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!

Cons

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)

Pros

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.

Cons

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 Considered

Pros

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

Cons

I HAVE NO COMPLAINTS. Would recommend this to any company

Pros

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

Cons

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.

Pros

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.

Cons

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.

Pros

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!

Cons

N/A

Pros

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

Cons

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

Pros

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.

Cons

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

Pros

EASY TO USE

Cons

SIGNING IN IF YOU LOSE YOUR PASSWORD

Pros

Seamless use between mobile and desktop. Syncs well with quickbooks

Cons

Clumsy to go between tabs within accounts.

Pros

The company is incredibly responsive to questions or requested changes. The software is simple and intuitive for users.

Cons

I would like even greater customization of each users access to the different functions. It would be great if changes were saved without having to click on the green check mark.