ServiceBox Reviews & Pricing

Key Features

• Scheduling and Dispatch: Schedule jobs by field staff availability, open time slots and nearest available resource for an open work order. Manage all staff and work orders centrally with a color-coded calendar to define timesheets for all field staff members and job statuses. Integrate with Google Maps for directions and route optimization. 
• Quotes Management: Generate, attach and email quotations for potential sales and service orders. Automatically calculate sales tax with updated tax tables. Set up approval processes for quotations and contracts. Convert quotations into work orders automatically upon approval. 
• Billing and Invoicing: Create and share customizable individual or group invoices using pre-built templates. Track sent invoices for timely payments and follow-up on past due invoices. 
• Online Payments: Enable instant invoice payments through credit card processing. Send payment requests through mail or SMS. 
• Accounting Integration: Enable two-way sync with QuickBooks and Sage 50 to keep financial records updated. Manage accounts receivables, accounts payables and payroll centrally. 
• Work Order Management: Create and schedule new jobs and update details of existing work orders. View work order progress and payment statuses. Track job costs and expenses and maintain employee payroll from a central dashboard. 
• Maintenance Management: Maintain equipment maintenance agreements with clients and facilitate automated corrective, preventive and predictive maintenance schedules. 
• CRM: Manage multiple contacts, locations, equipment, price levels, job details and job history for each contact from a central interface. Engage potential and existing customers. 
• Client Portal: Let customers submit work order requests, view open jobs, access invoices, pay bills and check service history. 
• Inventory Management: Track available and assigned equipment, tools and machinery. Track usage to predict wear and tear, repairs and replenishments. 
• Employee Management: Let employees log in and manage information with unique login credentials. Set up role-based access levels for each employee. Track time spent on jobs and commutes while maintaining performance levels on individual and team levels. 
• Marketplace Management: Enable scheduling and account management by integrating a customizable widget on the business website. Manage marketplace listings with variable services and price lists. 
• Time Tracking: Eliminate manual timesheet errors and record accurate labor costs with automatic employee timesheets for each work order. 
• Reports: Access data-rich reports for all aspects of business, such as job profits, lead generation, revenue generation, marketing ROI, payroll, invoices, transactions, timesheets and more. Customize reports to view real-time data and handle critical decisions. 
• Mobile Access: Get full mobility and real-time accessibility with native mobile apps for iOS and Android. 

Limitations

•  Search feature has limited functionality. 
•  Customization options are limited. 
•  Accounting integrations experience some lag. 
•  Scheduling is complicated and time-consuming. 

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