ServiceBox condenses all your tasks into simple, one-button efficiency, giving you everything you need to keep operations in check and make life easier.
Learn MoreWhen alternative software solutions either limit growth or have a cost barrier that is too high for smaller companies.
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ServiceBox is a comprehensive software that form the perfect HVAC software system. Features to support a strong recurring work order system, rapid and organized scheduling and dispatching, easy timesheet management, and the ability for administrators and technicians to exchange information seamlessly.
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The cloud-based Work Order is the backbone of the ServiceBox workflow system. You can convert a Quote to a Work Order with the push of one button, and then track all notes, to-dos, checklists, attach pictures, and record time and materials through this Work Order. It can then be converted to a full time and material invoice with 3 easy clicks.
Quickly review the entire work history of any customer, if you are tired of chasing down unpaid invoices? Easily track payments to make sure customers are up-to-date before scheduling another job.
Create quotes anywhere with our online software system and choose to either show or hide price breakdowns on printouts sent to the customer. Have the ability to easily duplicate a quote for new leads or clients with repetitive pricing.
Experience next-level control of your business. With ServiceBox companies can link their inventory to quotes, work orders, and invoices, which makes keeping track of items easy and efficient. Save time and money with our inventory management system.
For many companies having an ongoing maintenance program for your customers is the backbone of your business. With our contract reminders for job sites and equipment, maintenance checklists, and automatic recurring work order generation, you can handle all aspects of your maintenance program.
Paper timesheets are a thing of the past. Record labour on the go, directly onto the digital job card, with your mobile device. Your field team can simply track their time on the job from their phone or device, and the data flows through to their timesheet.
Paper timesheets are a thing of the past. Record labour on the go, directly onto the digital job card, with your mobile device. Your field team can simply track their time on the job from their phone or device, and the data flows through to their timesheet.
Never leave money on the table! Create one-touch invoices from quotes or work orders, easily transfer work order notes, pictures and signatures to your final invoices, and conveniently email invoices directly to customers, and include a payment link for easy collection
Our mobile app allows for higher levels of connectivity and functionality. Users can log into ServiceBox from their mobile device and access all features while on the go.
As part of our quest to be the most customer-centered software available, we've incorporated a user-driven upvote system within ServiceBox so customers can affect the focus of our development team. If you imagine a feature that could make your company's life easier, just request it on our feature request page. We update the software every three weeks, and if your suggestion gets enough votes, our developers will make it happen.
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.
We work closely with HVAC 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.
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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.”
Join hundreds of trade businesses using ServiceBox to save time, get paid faster, and grow with less overhead. Your next job just got easier.
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