★★★★★5-star review
“I love that everything is in one location & we've gone completely paperless.”
Field service software for commercial contractors
Field service software that keeps every job connected: From the first call to the final invoice.
ServiceBox is field service management software for commercial HVAC, plumbing, electrical and multi-trade contractors. It connects customer and job-site records, equipment history, scheduling, work orders, technician time and materials, purchasing, invoicing and accounting handoffs in one workflow.
4.3/5 across 168 Capterra reviews Built for commercial HVAC, plumbing, electrical and multi-trade teams—from the first 6 users through multi-location operations.
One connected service workflow Customer → job site → equipment → work order → invoice
01
Know Customer, site & equipment
02
Schedule Assign with context
03
Complete Capture the field record
04
Purchase Connect vendor orders
05
Invoice Review and prepare billing
06
Remember Carry history forward
One connected service record
Field service work is harder to finish when job details are everywhere.
Customer, job site, equipment, work order, vendor order and invoice stay connected so dispatch, technicians, purchasing and billing do not have to reconstruct the work at every handoff.
01 Customer
02 Job site
03 Equipment
04 Work order
05 Vendor order
06 Invoice
Three operational problems solved
The next service visit starts with the history the last visit earned.
For growing commercial service teams, the value is practical: the next person starts with the full job story, technicians return the proof the office needs, and billing can move forward without chasing missing details.
- Keep customer, job-site and equipment records distinct but connected.
- Run reactive service, planned maintenance and quoted work together.
- Return labour, materials, forms and field proof with the work order.
- Carry the completed record forward for the next technician and customer conversation.
ProTrades Mechanical improved operational efficiency by 30% after connecting field work, scheduling, service history and Sage 50 with ServiceBox.
ProTrades Mechanical · Customer story
Validated by ServiceBox customers
What commercial service teams say about ServiceBox.
★★★★★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.
Start with the core. Add control as you grow.
Field service software that scales with the team.
Most teams begin with customer records, scheduling, work orders, mobile field capture and invoicing. Purchasing, inventory, accounting controls and multi-location operations become the growth path—not the starting requirement.
Vendor orders
Create vendor orders (purchase orders) from the work and keep supplier, delivery and cost details together.
Explore Vendor orders →Materials & inventory
Track commonly used items and improve visibility into materials moving through service work.
Explore Materials & inventory →Multi-Location
Organize branches, users, schedules, documents and reporting in one ServiceBox environment.
Explore Multi-Location →Accounting handoff
Move supported operational records toward QuickBooks or Sage through a mapped, tested process.
Explore Accounting handoff →Implementation and customer care
Keep field service operations connected to the books.
ServiceBox onboarding covers data import, configuration, administrator orientation, field-user training, accounting mapping and representative transaction testing so the system reflects how the operation actually works.
- Import and validate customer, job-site, equipment and service-history data.
- Configure statuses, forms, permissions and representative workflows.
- Train administrators, office users and field technicians by role.
- Map accounting records and test representative transactions before go-live.
Best fit for growing commercial service teams
Your trade changes the details. The connected field service workflow stays the same.
ServiceBox is strongest for teams—often starting around 6–15 users—that manage repeat customers, multiple job sites, equipment history, planned maintenance and an office-to-field-to-accounting workflow.
HVAC HVAC Business Software for equipment history, preventive maintenance, dispatch and urgent service.
Explore HVAC Business Software →
Plumbing Plumbing Management Software for service calls, materials, inspections, recurring work and commercial billing.Explore Plumbing Management Software →
Electrical Electrical Management Software for crews, quoted work, purchasing and field documentation.Explore Electrical Management Software →
All Field Service Software for commercial HVAC, plumbing, electrical and multi-trade contractors.Explore Field Service Software by Trade →
Plans by operating stage
Choose the field service software plan that fits your operation.
Starter supports a very small team. Standard is the practical centre for many growing 6–15-user operations. Premium and Enterprise add capacity, purchasing, inventory, multi-location and tailored implementation.
StarterPremium Enterprise
View Premium and Enterprise details →A complete workflow for up to two users.
StandardThe practical core for many growing 6–15-user service teams.
Purchasing, inventory, multi-location operations and scalable user capacity.
A tailored scope for complex organizational requirements.
Questions buyers ask before a demo
Fit, implementation and workflow answers for commercial service teams.
Use these answers to qualify the operation before choosing a plan or scheduling a workflow review.
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.
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?
ServiceBox supports mapped workflows for QuickBooks Online, QuickBooks Desktop and Sage products. Exact directions, fields, accounts and transaction testing are confirmed during implementation.
What is involved in implementation?
Implementation depends on the plan, data volume, workflow complexity and accounting setup. The rollout can include data import, configuration, administrator orientation, field-user training, accounting mapping and representative transaction testing.
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.
No generic product tour
Bring us the workflow that is slowing your team down.
We will show how ServiceBox connects the job from customer request and dispatch through field completion, purchasing and billing.