1. Schedule the work
Assign technicians and see the jobs planned for the day.
Field service software for HVAC, plumbing & electrical contractors
Keep your field and office working together.
All-in-one field service software for commercial HVAC, plumbing and electrical contractors. Bring your office and field teams together for scheduling, work orders and invoicing, while keeping QuickBooks or Sage 50 for accounting.
See the work move through ServiceBox.
From the dispatch schedule to the job record and invoice. These ServiceBox screenshots use an illustrative electrical demo job; no customer work was performed.
2. Keep the job record together
Review the work order, assigned work and job details in one record.
3. Review the invoice
Use the recorded labour and materials to prepare an invoice for review.
Tools for your team
Service calls, recurring maintenance and quoted work—all in one place.
Keep your day-to-day work organized in ServiceBox. Add purchasing, inventory and multiple locations as your business grows.
Customers, sites & equipment
Find customer details, site information and equipment history without searching through separate files.
Scheduling & dispatch
Plan the day, assign technicians and give them the job details they need before they arrive.
Work orders & mobile
Let technicians record time, materials, photos, forms and notes while they’re on site.
Recurring maintenance
Set up repeat service work and keep the equipment details and service history ready for each visit.
Quotes & invoicing
Turn approved quotes into work orders, then prepare invoices using the details already recorded.
Timesheets & payments
Review technician time and track customer payment activity alongside the work.
Purchasing & inventory
Create purchase orders, keep material costs with the job and track stock across warehouses and trucks.
Multiple locations
Keep your branches, teams and schedules organized in the same system.
Customer stories
See how other service businesses use ServiceBox.
ProTrades Mechanical · Windsor, Ontario
30% increase in overall efficiency
ProTrades reports a 30% increase in overall efficiency with ServiceBox and runs its invoicing through to Sage 50.
Customer-reported result.
Read the ProTrades story
“A great bridge between the way we like to work, and how ServiceBox works.”
Jennifer MacDonald — ProTrades
★★★★★5-star review
“I love that everything is in one location & we've gone completely paperless.”
★★★★★5-star review
“It has proven easy for our Technicians and Admin team to utilize and our Customers get a great end product too.”
★★★★★5-star review
ServiceBox is easy to use, highly configurable and supported by a friendly team that continues to check in.
Capterra and Software Advice share a Gartner Digital Markets review pool, so their review counts are not combined. Summarized reviews are clearly labelled.
Keep using QuickBooks or Sage.
Manage your jobs and prepare invoices in ServiceBox, with a connection to the accounting software you already use.
QuickBooks Online · QuickBooks Desktop · Sage 50 Canada
We’ll discuss your accounting setup and help confirm how ServiceBox can work with it.
See accounting integrationsGet started with a team behind you.
Get help setting up ServiceBox, bringing over your data and training your office and technicians. Our support team is there when questions come up as you get started and grow.
See how we help you get startedBuilt for commercial service teams
Built for your trade. Flexible for the way your business operates.
From growing service teams to established, multi-location businesses, ServiceBox connects your office, field and accounting. Manage service calls, recurring maintenance and project work in one system, with the users and capabilities your operation needs.
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Plans for your team
Choose a plan that fits your team.
Standard and Premium start with six licensed users, with additional user capacity as your team expands. Choose your plan around your workflows—not simply your company’s headcount.
StandardPremium Enterprise
Connect scheduling, work orders, recurring service, quoting, invoicing and accounting across your field and office teams.
Add purchasing, inventory and multi-location capabilities for greater control of your operation.
Discuss complex organizational, integration and implementation requirements with our team.
Very small team? A limited two-user Starter option is available for qualifying operations. Standard and Premium are the primary ServiceBox plans and start with 6 licensed users.
View Premium and Enterprise details →Questions before you book?
Find answers about your team, the features you need, accounting integrations and getting started.
What type of contractor is ServiceBox built for?
ServiceBox is built for commercial HVAC, plumbing, electrical, refrigeration, fire and life-safety, and multi-trade service contractors managing repeat customers, multiple job sites, equipment history and an office-to-field-to-accounting workflow.
Can ServiceBox support businesses of different sizes?
Yes. ServiceBox supports growing service teams and larger, multi-location operations. The right setup depends on your workflows, locations and the people who need access—not company headcount alone. Standard and Premium start with six licensed users, and we’ll help you choose the appropriate plan and implementation approach.
How does ServiceBox organize customers, job sites and equipment?
Customer, job-site and equipment records remain distinct but connected, so work orders, service history, planned maintenance and invoices retain the right operational context.
Can ServiceBox turn quotes and work orders into invoices?
Yes. Quotes can move into work orders, and completed work can carry time, materials, job details and field documentation forward for invoice preparation and review.
Does ServiceBox integrate with QuickBooks or Sage?
Yes. ServiceBox connects with QuickBooks Online, QuickBooks Desktop and Sage 50 Canada. We’ll discuss how you use your accounting software and confirm which information can move between the systems.
What is involved in getting started?
Our team helps you plan the setup, bring over the appropriate data and train your office and technicians. What’s involved depends on your plan, the information you want to bring over and your accounting setup.
Is ServiceBox focused on route optimization or automatic recurring billing?
ServiceBox is positioned around connected commercial service operations rather than last-mile route optimization or automatic subscription billing. Bring those requirements to discovery so the team can confirm current fit and supported workflows.
See ServiceBox in action
See how ServiceBox would work for your team.
See how you could organize the schedule, give technicians the job details they need and turn completed work into invoices.
We’ll focus on how your company works today and discuss your accounting setup and what getting started would involve.
Book a Demo
A demo focused on your business.