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Our Features

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Even More Features

We serve hundreds of industries no matter the size of their team. From small to large companies, Servicebox has features that will boost productivity and increase margins.

Customer Management (CRM)

  • All customer information and interactions in one place.
  • Pricebooks for a customer, for preferred pricing, if needed
  • default tax setting by customer, if needed


Portal

  • Allow customers to enter in request through our online portal
  • Embed portal into your web site for easy intake to ServiceBox

Contacts

  • Create contacts for customers or job sites
  • allows the choice of emailing to the company or contact with an email address

Job Site Management

  • All job site accessed in one place
  • Pricebook by job site location if needed
  • Tax amount by job site location if needed

Employee Management

  • Security Levels - to Access areas of ServiceBox
  • GPS Tracking
  • In and out Board (Like an office White Board for office IN/OUT status)

Timesheets

  • Time entries from Work Order automatically added with Check In/Check Out feature on Work Orders
  • Add in custom overtime types for your company
  • Additional timesheet items can be created and added
  • Submit and approve timesheets
  • auto link up with QuickBooks Desktop Payroll.

Quotes

  • Signatures & Attachments
  • Created Pricebook pricing on Quotes
  • Show / Hide price breakdown of Quote on print out sent to customer
  • Discounts
  • Ability to duplicate  a quote for new leads/clients of often written quotes
  • Email Quotes to Customer
  • NEW - have material items on Quote automatically show up on Work Orders for verification

Work Orders

  • Job Info
  • Customer Signatures
  • Check in and Check Out of employee while on job site, or what you determine.
  • Employee Time Entry, manual or automatic from above
  • Materials Used on Job Tracking
  • Employee cash expenses on job, if required, for reimbursement
  • Purchase Order tracking for job
  • Job Costing, with or without a Quote for the job
  • Checklists - for job execution (Hazard Assessment), Inspection, Installation protocol, other.....
  • Schedule Multiple Employees to Same Job, one day or over time
  • Notifications - Day before notification to customers
  • Notifications - On Route Notification to customers when tech is on the way.
  • Email Work Order information to Customer, if need be

Scheduling

  • Day, Week, Month View
  • Dispatcher Mode View
  • Search for Work Orders that need to be scheduled
  • Zip/Postal Code Search
  • Scheduled events for Non work order calendar events
  • ServiceBox's "Calendar" shareable to other calendars (Google calendar)

Maintenance (Recurring Work Orders)

  • Ability to Schedule and execute contracted, future work/seasonal maintenance/inspections/other
  • On an Annual, Semi-Annual, Monthly, Weekly, etc. basis, whatever you need to set
  • Checklists for Units
  • Checklists for Job Sites
  • Unit history

To Dos

  • Schedule To Do's for a specific employee or yourself
  • Recurring To Do's for activities that occur occasionally.
  • Manage future and current To Do's
  • Categorize To Do's for efficient time management

Notifications

  • Notifications on office computers and mobile devices (smartphone and tablet via App)
  • To Dos notifications
  • Work Order notifications

Mobile Access

  • Access all features of ServiceBox from cellphone service via App or browser on device
  • Smartphone, Tablet, or laptop
  • Android
  • iOS - iPad and iPhone

Reporting

  • Customer, Work Order, Recurring Work & Invoice Reports
  • Custom Reports available

Accounting Software Integrations

  • QuickBooks Desktop
  • Sage 50 Canada
  • QuickBooks Online
  • NEW - Individual Revenue Accounts in accounting software linked into ServiceBox now.

Inventory

  • house inventory in a main warehouse or other remote location (vehicle)
  • tracking inventory levels in each & aggregate
  • have minimum stock re-order points
  • automatically remove stock from your inventory location when "used" on a job/recorded on your Work Order
  • allow for an easy way to undertake bulk price changes of your inventory items when needed.

Transparent Support

  • Communication to our support team through our "Feedback" button
  • Access to our FAQ pages
  • In your dropdown, the constant communication through our "Feature Request", "Road Map" and "Change Log" from our development team

Payments

  • Quickly take credit card payments from your customers through our invoice email pay-button
  • Enable your technicians to take payments through our hand-point devices.
  • Enjoy peace of mind with our rate of 2.75% +.25 cents.
  • Quick and easy set-up with our partners at PayRoc

Marketplace (Your Online Marketing Needs)

  • Online Reputation - Reputation Management brings all of the factors that contribute to your business's online reputation in one place, so you can take control.
  • Online Presence - Build an eye-catching website and update your email accounts so they're reflecting your company branding.
  • Social Marketing - Don't worry about constant interaction and posts, we will help take care of that.
  • Get Found Online - Search engine optimization is a must-have for businesses in the 2020's, to ensure your website is top of the list when people search keywords relating to your field. Maximum exposure means maximum results
  • Improve Online Listings - Use our Listing Builder to establish accurate listings in more places than you thought possible, massively increasing your visibility.
  • And many more

Invoices

  • Produce Invoices from Quotes or for Time & Material work
  • One-off Invoices or progressive billing
  • Enter payments for Invoices, from the office or in the field
  • Manage invoice status for company efficiency
  • Add Work Order notes and signatures to final invoice
  • When connected to accounting, can import customers, job sites, invoices and payments to accounting
  • Discounts allowable
  • Email Invoice to Customer

No Surprises & Priced According To Your Needs

Our customers love the affordability and flexibility of our software. ServiceBox is priced to ensure you see a return on your investment. We have pricing options that align with your needs whether you’re a one person service business or manage a large team in the field.