Say goodbye to chasing payments, waiting for checks to clear, and losing money to late invoices. With ServiceBox, you'll collect payment instantly at job completion, offer customers their preferred payment methods, and watch your cash flow increase.
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Accounting Software Connections:
Features of ServiceBox Accounting Connector:
Our goal is to make software that is simple and easy to use. Any business can make their operation more efficient by implementing this streamlined and task-cutting workflow. Multinational or mom-and-pop: we bridge the gap between large corporations and small start-ups by offering a universally effective product that's priced according to company size and number of users.
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Automate the transfer of data between Sage 300 and ServiceBox and reduce manual data entry, minimize errors and ensure invoices, expenses and payroll information are always up-to-date!
Access real-time financial data related to job costs, revenues and profitability from anywhere, at any time. This allows for more accurate and informed financial analyses, forecasting, and decision-making.
By eliminating duplicate data entry and making it easier to access information, integration of Sage 300 and ServiceBox improves overall efficiency and productivity. Spend less time on administrative tasks and more time on core job responsibilities, and increase profitability and customer satisfaction!
Synchronized data facilitates more accurate resource planning and dispatch. Manage inventory levels, schedule labour more effectively and ensure resources are allocated most efficiently across projects when you integrate Sage 300 with ServiceBox.
Generate comprehensive reports that combine financial and job management data all in one place.
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“The ability to add pictures to invoices. The navigating of the site is amazing. Easy to teach and we were able to develop a manual quickly. Easy to identify which work orders are not complete or require invoicing. Customer database is easy to search.”
“I like the scheduler, how it keeps me on track. It works well for tracking projects in progress, what’s been invoiced, and what hasn’t. It lets me easily convert estimates to work order and further to invoices.”
“Much more user friendly than other apps of the same design. I like that the jobs are easily navigated and that all information is conveniently stored under one job…all future maintenance is able to seethe stuff inputted by the last user.”
“My overall experience has been great, & a great program with a great team behind it, and I tell all my colleagues about it all the time. I needed a very simplified and intense work order management system to fully automate everything.”
“The ease of use is the best. So easy to create and track work orders. The job costing feature is awesome saves us so much time. The time tracker is awesome as well. When it's time for payroll everything is there.”
“It’s great to use with the HVAC and plumbing business. I love how easy the program is to use, you can jump right into it! Also, I like how it is very customizable to the company so any company can make it their own.”
“ServiceBox has changed the way I schedule! It is easy to use, keeps us organized, and is very reliable. I operate a cleaning business…I run multiple crews, and it is so easy to make changes on the fly.”
“My job became so much easier since I started using ServiceBox. I love that I can do invoicing at the same time as checking the time cards. Now it only takes me 1 day to get the invoicing done where it used to take me 2 months sometimes.”
"Amazing business tool, it saves a lot of administration time helping me focus on core business. The launch of their recent app is great, customer support is very responsive and helpful.”
“Makes timesheets easy to manage, easy to find job descriptions and leave notes for the next person to use!”
“One of the best web apps I’ve used! ServiceBox is super easy to use. User-friendly layout and great customer support. Recommend to all businesses.”
"Seamless client scheduling, work order tracking, quoting and invoicing in one place! I like the seamless system for tracking all work done on each piece of equipment and easily reference previous work and recommended work for each job site and piece of equipment.”
“ServiceBox has helped us streamline our company to perform our jobs more efficiently. It has great functionality and allows us to run our company all from one software. It allows our technicians the ability to access the job site information that they require.”
“Great software for our small refrigeration company. ServiceBox is incredibly responsive to questions or requested changes. The software is also simple and intuitive for users.”
"Amazing system! Since implementing it in our business, our sales and admin team have saved countless hours of time thanks to Service Box."
“Best service software. I typically don't review products online, but I feel that Servicebox has been one of the best investments our business has made to date…has streamlined our business and reduced admin time by a significant amount.”
“Excellent in person help which went beyond what we expected. We love the ease of use and integration with the accounting software used by our company.”
“Great product. Efficiency of payroll, invoices and collections have significantly increased.”
“You are light years ahead of your competition. So happy we partnered with you.”
"ServiceBox Is Amazing. The ability to operate on a very large scale efficiently and effectively utilizing the advanced features ServiceBox offers that most other systems don't even have, or aren't as streamlined as ServiceBox makes it."
"Easy to manage time and material…all forms are linked to the job site so we don't waste time entering the same info multiple times. With ServiceBox more time is spent working and less time on paperwork.”
“Great software. It has basically everything we need to make our business flow perfectly. The mobile app is great for on the road.”
“Great software. It has basically everything we need to make our business flow perfectly. The mobile app is great for on the road.”
Adding functionality, including job tracking and scheduling.
Paper timesheets are a thing of the past. Record labour on the go.
Say goodbye to paper-shuffling between teams.
Experience next-level control of your business.
Our software allows users to take payments from customers.
Powerful cloud-based job management software system
The connector enables two-way synchronization between your accounting file and ServiceBox. However, we recommend maintaining customer data in ServiceBox and syncing updates to your accounting file. This prevents potential conflicts or overwrites if changes are made in both systems.
For new ServiceBox users: You can temporarily enable this setting to upload customer data into ServiceBox, then disable it once your customer list is established.
Yes, it is very easy. You can simply link your Quickbooks or Sage account to ServiceBox in under a few minutes. Or, our team is here to help if you need assistance, but most users can follow the step-by-step process independently.
The accounting integration with ServiceBox is available on the Standard plan and higher. Learn more about the different pricing tiers.
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.
Field Service Management — Field work scheduling software for contractors and small businesses. Try our full demo! The best field work scheduling software for HVAC, Plumbing and Electrical Contractors.
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