Cost of the product. Speed of the access for our techs out doing calls. The time card links work great. The tech support has been top notch. The ability to customize customers
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.
Hi Ryan,
Thanks for taking the time to share your experience with others, we are happy to hear that the system has been working so great for your team!
Have an awesome day!
Your ServiceBox Team
Rating breakdown
Likelihood to recommend: 10/10
I was part of selecting this product for a company I previously worked at, and developed for up to 25 users. It was the highlight of the great things about that company, so it was an easy decision to use at the new company I recently assisted in starting up from nothing. Started setup on a Tuesday, about an hour to complete the main setup, by Thursday I was filling out work orders and invoicing, the following Monday setup Stripe, and away to the races we went. Excellent support as well, the JobBoxSoftware team is incredible.
Pros
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.
Cons
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.
Hi Michael,
Thank you for the raving review. It is very important for us here at ServiceBox to have our customers beyond satisfied with our product. It is fantastic to hear that your techs in the field are using our system and enjoying it. Our goal is to make sure that everyone using ServiceBox is enjoying it. If you ever have any ideas for us to improve on, or you are having an issue or bugs, please do not hesitate to shoot us a message using the feedback button.
Have a wonderful day,
Your ServiceBox Team
Rating breakdown
Likelihood to recommend: 10/10
It is not what we thought it was going to be and does not function how we'd hoped.
Pros
I like the customization of categories and statuses. Also timesheets.
Cons
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.
Hi Sara,
Thank you for the review, I appreciate you taking the time to respond to us! I am happy to hear that you're finding ease with our customization and organization for your jobs.
Please report unresponsiveness to our help desk in order for us to assist you as quickly as possible. We have done a lot of work for our customers to help and improve their speed and we do not want to leave anyone behind. We are currently in the process of a redesign and update in order to make our product more user/mobile friendly.
Hope you have a great day,
Your ServiceBox Team
Rating breakdown
Likelihood to recommend: 3/10
My overall experience has been fantastic. In the event there was a major issue, the SB team quickly resolved the issue to allow business to operate as normal, they have assisted with company specific operating practices by offering work around a and additionally offer system customizations which I have had done several times for ease of use. Service Box is a great software with a great team behind it, and I tell all colleagues about it all the time.
Pros
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.
Cons
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.
Hi Benjamin,
Thank you for your review of ServiceBox, we are very happy to hear that our product is working exponentially well for you. If there is anything that we can improve on at anytime, or that our systems can sharpen up, please use our feedback button on the bottom of our page.
Have a wonderful day,
Your ServiceBox Support Team
Rating breakdown
Likelihood to recommend: 10/10
Works well for what we need to do.
Pros
The data storage function for equipment and work orders is very helpful along with the ability to add photos to all relevant fields.
Cons
Previous lack of an inventory module and now the new inventory module updates are slow with a system that does not always work well.
Rating breakdown
Likelihood to recommend: 8/10
* Pay Annually and Receive 10% off
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| Service | Box is a tool that businesses in the service industry can use for customer management, quotes, work orders, job scheduling, repeatable maintenance, invoicing, time sheets, and accounting integration..Service | Box unites your business and creates clear workflows for all of the different parts of a of your service company, the goal of Service | Box is to help service companies run as smoothly as possible. |
| The web-based platform was developed to meet the needs of service industry clients, such asHVAC, plumbers, electricians, general contractors and other businesses with fewer than 20 employees. Service | Box was built with flexibility in mind, allowing the application to adapt to virtually any work environment. The solution is completely mobile, which means service professionals can utilize Service | Box’s tools even when they’re working outside the traditional office. |
| Service | Box was designed to meet and solve the business needs of service companies. The application allows businesses in the service industry to streamline operations with web-based tools like, quotes, work orders, job scheduling, invoicing and time sheets, and provides mobile tools that allow workers to be completely free from the confines of the physical office environment. |
| Business owners and managers are able to keep track of all customer interactions and pinpoint inefficiencies within their organizations using Service | Box’s online tools. The platform’s drag-and-drop interface enables front desk employees to quickly place work orders into time slots, which simplifies the job scheduling process and ensures that all employees who where they need to be at the right dates and times. |
| Service companies that perform repeatable maintenance and service on equipment will find that Service | Box provides the capability to manage, record and track the maintenance tasks for your customers. The ability to keep track of maintenance contracts for each unit or job site can help a service company be able to stay on top of the contracts for your customers. Also the reporting capability allows for Service | Box users to provide detailed reports for customers for maintenance work that has been completed. |
| Service | Box is industry-specific software, built specifically for service industry businesses. The solution was designed for service and general contractors. Many electrical, plumbing, and HVAC companies use the platform, with the majority of clients having fewer than 20 employees. Companies that find the most success with Service | Box are those that deal with equipment maintenance or any service based work and has mobile workforces to manage. |
| With the easy to use dispatching screen, it makes it easy to schedule jobs and see when work is completed. Many businesses that have in office dispatchers will find that Service | Box streamlines the scheduling process while informing their employees of what work needs to be completed. |
| Service | Box allows service professionals to create quotes from the office or while standing on the jobsite. Any professional with a mobile device, like a smartphone or tablet, can generate quotes quickly using Service | Box’s tools. |
| It is simple to generate a new quote, choose an existing customer, or create a new customer and then enter in the details of the quote. Once the details of the quote are entered a user can enter in a breakdown of the quote and do the pricing of the job in the calculator. With the flexible ways to display the quotes the user can choose to display the breakdown of the quote or just show a total price of the quote itself. Quotes can be emailed to clients from within Service | Box. |
| Service | Box differentiates itself from competing platforms by giving users a way to synchronize work orders with specific job sites. The work order handles all off the information related to the job itself and create a single location to capture information related to a job.With Service | Box, employees can enter the time they’ve spent on a jobsite directly into a work order. All time entered into the work order is placed into the employees weekly timesheet and so all hours are aggregated into one location. Purchase orders can be added to work orders, as well. This is a useful feature for keeping track of purchases related to a particular project. |
For historical purposes, the work order will keep track of the maintenance notes for the specific job site or for a specific unit. There is also the ability to create templates for maintenance checklists and to use to checklists in the work order. Additionally, for those customers that want to keep track of work completed through pictures, it is easy to take pictures and upload those images to the work order. These notes, checklists and images, can be viewed directly from the job site and so all historical notes are captured and can be viewed easily without having to view multiple work orders individually.
| Front office schedulers will appreciate Service | Box’s straightforward scheduling features. Using the web-based platform, employees can drag work orders into available time slots in the Service | Box calendar. This action converts work orders into assigned jobs, and the appropriate employees are notified of where they need to be in real-time. |
Click onto the Work Order Scheduler to begin scheduling jobs. Employees can assign jobs to specific offsite workers, making sure to include all relevant information like location and client name into the online schedule. All scheduled work is viewable in one place, from both desktop computers and mobile devices.
For those companies that are working with more on demand calls, use the dispatcher view so you can see what each of your technicians are doing for the day and enter in a work order into the respective space where the work can be completed.
| Developing an industry-specific platform allowed Service | Box to include features relevant specifically to service-based businesses. Nowhere is this more apparent than in the platform’s maintenance checklists, which businesses can use to ensure consistency in the way their employees perform regular tasks with clients. |
| Use Service | Box’s tools to create a custom maintenance checklist for your company. This is the place where off-site employees can track completed lists within Job Sites and Units. At the end of each job, the completed maintenance checklist can be emailed to the client, if necessary. |
With ServiceBox, you can email your invoice directly from the job site enabling you to bill on site. It also has 3 options for creating invoices from work orders: 1) Invoices based on Quotes - if the work order was generated from a quote, you now have the ability to do a percentage bill off of the quote itself. It will keep track of how much was quoted, so you are always aware of what is left to bill. 2) Invoices based off of time and materials - we know that you aren’t always creating quotes for all of the work that you do. Service|Box allows you to generate an invoice based on the time and materials charged for the work order. It will also keep track of the items that have been billed so you don’t have to. 3) Blank Invoices to invoice how you like - do you want to be able to have fixed price billing? Then you can use blank invoices to bill your customer.
Mobile timesheets allow employees to log their hours while they’re still on the jobsite, before they have time to forget the specific amount of time they worked on a particular project.
Timesheets are automatically populated with necessary information, which decreases the work that employees put in. All an employee has to do to complete a timesheet is open up the platform on a mobile device and enter in the time he spent working on a job. Managers can quickly review all the time charged through work orders, along with any job site details that might be relevant to the final invoice amount.
| Service | Box integrates with a number of other apps, including Sage 50 and Quickbooks accounting products. |
| Service | Box offers monthly plans that vary in price depending on the size of the business. The smallest plan, Mini, costs $50 per month. The largest plan, Platinum, costs $400 per month. For that price, businesses get up to 20 users, unlimited customers, unlimited jobsites, and 20GB in attachment storage. A 10% discount is available to companies that sign up for annual plans. |
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