★★★★★5-star review
“I love that everything is in one location & we've gone completely paperless.”
Field service software built for growing contractors
Run your field service business from one connected platform.
ServiceBox connects scheduling, dispatch, customer and job-site records, mobile work orders, technician time and materials, purchasing, invoicing, payments and accounting handoffs—so office and field teams can work from the same information.
4.3/5 across 168 Capterra reviews Built for commercial HVAC, plumbing, electrical and multi-trade teams—from the first 6 users through multi-location operations.
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
Follow the job from customer context to an invoice-ready field record.
Customer, job site, equipment, work order, vendor order and invoice stay connected so dispatch, technicians, purchasing and billing do not have to reconstruct the work at every handoff.
01 Customer
02 Job site
03 Equipment
04 Work order
05 Vendor order
06 Invoice
Three operational problems solved
Lose less context. Capture a complete field record. Bill sooner.
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
Customer stories
A 30% efficiency gain is more useful than another promise about being connected.
See how ProTrades Mechanical and other commercial service teams use ServiceBox to improve scheduling, field-to-office handoffs, service history, invoicing and accounting workflows.
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.
Start with the core. Add control as you grow.
Built for 6–15-user service teams, with a clear path to advanced operations.
Most teams begin with customer records, scheduling, work orders, mobile field capture and invoicing. Purchasing, inventory, accounting controls and multi-location operations become the growth path—not the starting requirement.
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
Go live with your data, workflows, team and accounting handoff mapped.
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.
Best fit for growing commercial service teams
Built for commercial HVAC, plumbing, electrical and multi-trade operations.
ServiceBox is strongest for teams—often starting around 6–15 users—that manage repeat customers, multiple job sites, equipment history, planned maintenance and an office-to-field-to-accounting workflow.
HVAC HVAC Business Software for equipment history, preventive maintenance, dispatch and urgent service.
Explore HVAC Business Software →
Plumbing Plumbing Management Software for service calls, materials, inspections, recurring work and commercial billing.Explore Plumbing Management Software →
Electrical Electrical Management Software for crews, quoted work, purchasing and field documentation.Explore Electrical Management Software →
All Field Service Software for commercial HVAC, plumbing, electrical and multi-trade contractors.Explore Field Service Software by Trade →
Plans by operating stage
Start with the core workflow. Add advanced controls when the operation needs them.
Starter supports a very small team. Standard is the practical centre for many growing 6–15-user operations. Premium and Enterprise add capacity, purchasing, inventory, multi-location and tailored implementation.
StarterPremium Enterprise
View Premium and Enterprise details →A complete workflow for up to two users.
StandardThe practical core for many growing 6–15-user service teams.
Purchasing, inventory, multi-location operations and unlimited users.
A tailored scope for complex organizational requirements.
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.