★★★★★5-star review
“I love that everything is in one location & we've gone completely paperless.”
Field service software for HVAC, plumbing & electrical contractors
Keep your field and office working together with Field Service Management Software
Manage scheduling, job details and invoicing in one place—so your team spends less time chasing information and more time getting work done.
4.3/5 across 168 Capterra reviews See how ServiceBox fits your operation.
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
Give the field and office the same job story.
Keep customer, job site, equipment, work order, purchasing and invoice details connected so each handoff starts with the information the last person captured.
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.
One system for the work you do
Service calls, recurring maintenance and projects.
Keep commercial and residential work organized in the same system. Add purchasing, inventory, accounting controls and multi-location operations as your business grows.
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.
Built 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.
HVAC HVAC Business Software for equipment history, preventive maintenance, dispatch and urgent service.
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Plumbing Plumbing Management Software for service calls, materials, inspections, recurring work and commercial billing.Explore Plumbing Management Software →
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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 capabilities your business needs today, with room to grow.
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 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.
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?
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.