Take the paperwork out of customer management

Field Service CRM & Customer Info Software To Simplify Client Management

Say goodbye to manual timesheets, missed staff payouts, and time-consuming payroll reviews. With ServiceBox, you'll know exactly how much time your techs spend on each job without the paperwork and guesswork. Our precise time tracking maximizes billable hours and ensures accurate customer billing.

Recent Awards

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Manage Every Customer Interaction From One Central Hub

Built for Today’s Mobile Workforce

Empowering Team Success

Access complete service records, equipment details, and communication logs instantly. Our field service CRM ensures that every team member has access to the full customer story, whether they're in the office or on-site.

Turn Data Into Relationships

View complete service histories, track equipment details, and maintain detailed notes so your team can provide consistent, professional service that builds trust and encourages repeat business.

Better Customer Communications

Centralize all customer touch points. From emails, texts, calls, and notes, all in one searchable database. No more hunting through different systems or asking "who spoke to this customer last?"

A screenshot of ServiceBox's Inventory feature.
Screenshot of ServiceBox's timesheet section.

Designed For Success in The Field

All The CRM Features Your Field Service Business Needs

From anywhere, office, truck, or job site, your team can access complete customer profiles. Everyone works with the latest information to increase customer satisfaction and overall business efficiency.

Quickly review the entire work history of any customer.
Tired of chasing down unpaid invoices? Easily track payments to make sure customers are up-to-date before scheduling another job.
Identify customers with service agreements to provide high-priority service.
The alert system generates and schedules recurring work orders automatically, so you never miss ongoing work.

Ready to turn scattered customer data into organized relationships? See how ServiceBox creates a single source of truth for your customer information.

Integrations That Fit Your Electrical Business

With ServiceBox, you can effortlessly integrate with powerhouse accounting platforms like QuickBooks Desktop, Sage 50, Sage 300 and QuickBooks Online, ensuring your invoicing and billing are synchronized and managed with ease.

Embrace the power of streamlined financial management, where ServiceBox updates invoice statuses automatically, freeing you up to focus on what you do best—delivering exceptional service to your clients.

Designed For Success Across Your Entire Business

We work closely with field service companies to make sure ServiceBox is suited perfectly for your way of doing things - this involves the ability to customize your workflows and processes in the ServiceBox software, and to request new features to be built.

Our Latest Reviews

5 etoiles trustpilotIcone Google Review

“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.”

Cody H.
Capterra.com
5 etoiles trustpilotIcone Google Review

“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.”

Malcolm B.
Capterra.com
5 etoiles trustpilot
5/5
Icone Google Review

“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.”

Lucas K.
Capterra.com
5 etoiles trustpilot
5/5
Icone Google Review

“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.”

Ahmad A.
Capterra.com
5 etoiles trustpilot
5/5
Icone Google Review

“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.”

Lynn C.
Capterra.com
5 etoiles trustpilot
5/5
Icone Google Review

“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.”

Kasja W.
Capterra.com
5 etoiles trustpilot
5/5
Icone Google Review

“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.”

Christie B.
G2.com
5 etoiles trustpilot
5/5
Icone Google Review

“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.”

Corrina K.
G2.com
5 etoiles trustpilot
5/5
Icone Google Review

"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.”

Curtis B.
G2.com
5 etoiles trustpilot
5/5
Icone Google Review

“Makes timesheets easy to manage, easy to find job descriptions and leave notes for the next person to use!”

Clayton S.
Capterra.com
5 etoiles trustpilot
5/5
Icone Google Review

“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.”

Cejay C.
Full Throttle
5 etoiles trustpilot
5/5
Icone Google Review

"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.”

Katie S.
One Degree HVAC
5 etoiles trustpilot
5/5
Icone Google Review

“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.”

Kelsey
Momentum HVAC Services
5 etoiles trustpilot
5/5
Icone Google Review

“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.”

Mari Ann R.
Mercury Refrigeration
5 etoiles trustpilot
5/5
Icone Google Review

"Amazing system! Since implementing it in our business, our sales and admin team have saved countless hours of time thanks to Service Box."

Curtis B.
GlossWorks Concrete Polishing Inc.
5 etoiles trustpilot
5/5
Icone Google Review

“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.”

Dustin L.
Reliatech HVAC Inc.
5 etoiles trustpilot
5/5
Icone Google Review

“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.”

Gero W.
Apex Plumbing & Heating
5 etoiles trustpilot
5/5
Icone Google Review

“Great product. Efficiency of payroll, invoices and collections have significantly increased.”

Jeff L.
Capterra.com
5 etoiles trustpilot
5/5
Icone Google Review

“You are light years ahead of your competition. So happy we partnered with you.”

Colette
JNR Refrigeration
5 etoiles trustpilot
5/5
Icone Google Review

"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."

Benjamin S.
Capterra.com
5 etoiles trustpilot
5/5
Icone Google Review

"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.”

Brendan K.
Aqua Temp
5 etoiles trustpilot
5/5
Icone Google Review

“Great software. It has basically everything we need to make our business flow perfectly. The mobile app is great for on the road.”

Amy
Southern Comfort HVAC Inc.
5 etoiles trustpilot
5/5
Icone Google Review

“Great software. It has basically everything we need to make our business flow perfectly. The mobile app is great for on the road.”

Adam
Paradise LeisureScapes

Other Features from ServiceBox for Your Business's Success

Frequently Asked Questions

What makes ServiceBox different from generic CRM software?

Unlike traditional CRMs built for sales teams, ServiceBox is designed for field service businesses. We understand that your customer relationships involve service locations, emergency services, equipment histories, warranty tracking, and on-site visits—not just sales pipelines.

Our Field Service CRM seamlessly integrates customer management, job scheduling, dispatching, invoicing, and mobile access, creating a comprehensive operational hub. Your techs can access customer information, update service records, and process payments from the field. At the same time, office staff manages relationships and tracks satisfaction—all in one integrated system that speaks your industry's language.

How does a Field Service CRM improve customer retention?

ServiceBox's CRM transforms one-time service calls into lasting relationships. By maintaining complete service histories and customer communications, your techs arrive prepared with the right parts and knowledge, the first time.

The system automatically triggers follow-ups after service completion, schedules preventive maintenance reminders, and requests reviews at optimal times. With instant access to customer preferences and past interactions, every team member can deliver personalized service that makes customers feel valued.

Can ServiceBox handle complex customer scenarios?

Absolutely. ServiceBox excels at managing the complex customer relationships common in field service. Whether you're dealing with multiple locations, different customer segments, various services, or other complexities, ServiceBox is here to handle them all.

How quickly will we see ROI from implementing ServiceBox CRM?

Most ServiceBox customers report measurable improvements within the first 30-60 days after training and data imports are complete. Immediate benefits include reduced time searching for customer information (saving 2-3 hours per week per employee), faster quote-to-cash cycles with integrated invoicing, and improved job scheduling efficiency.

Within months, businesses typically see a noticeable reduction in administrative time and increases in customer lifetime value through improved retention, and significant growth in positive reviews.

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.