01
Plan and understand
Build the job around the commercial relationship.
Keep the customer, job site, equipment, quoted scope and recurring commitment connected before work reaches the schedule.
The ServiceBox product
One connected system for the commercial service workflow.
Follow the job from customer request and service history through scheduling, field completion, purchasing, invoicing and accounting handoff.
01
KnowCustomer, site & equipment
02
ScheduleAssign with context
03
CompleteCapture the field record
04
PurchaseConnect vendor orders
05
InvoiceReview and prepare billing
06
RememberCarry history forward
Choose the workflow—not a feature list
Start where information is being lost or work is slowing down.
Every capability below contributes to the same operating record. Explore the handoff your team needs to improve, then see how it connects to the rest of the job.
02
Schedule and execute
Give the field the context and capture the complete visit.
Coordinate the day while technicians record the labour, materials, notes, photos and forms the office needs later.
03
Purchase and control
Keep material demand, supplier purchases and job cost together.
Use advanced workflows when the operation needs more control over outside purchases and commonly used materials.
04
Review and account
Move complete work toward billing and the books.
Give office and accounting teams a reviewable record instead of asking them to rebuild the job from paper, texts and memory.
Built for the growing middle
Core execution first. Advanced control when the operation needs it.
ServiceBox gives established commercial contractors more operational depth than a basic calendar without requiring the overhead of a large enterprise platform.
Run service work consistently
Customer records, work orders, scheduling, field execution, recurring service, quotes and invoices.
Add control as the team grows
Vendor orders, inventory visibility, Multi-Location, roles, reporting and accounting handoff.
Configure the system around real work
Role-based training, representative transaction testing and progressive go-live support.