Capterra review
“I love that everything is in one location & we've gone completely paperless.”
Software for Canadian plumbing and heating shops
Dispatch the call. Bill the visit.
Every open call on one drag and drop board, no-heat calls beside the maintenance visits. The work order goes to the truck with the site and unit history and comes back ready to invoice, each visit on its own work order. Books stay in Sage 50 or QuickBooks.
4.3/5 across 168 Capterra reviews2026 Capterra Shortlist·Software Advice Frontrunner
Sage 50 Canada and QuickBooks · Canadian dollars · Built in Regina
Watch: why Full Throttle's techs use ServiceBox. Customer since 2016.
Accounting handoff
Sage 50 Canada and QuickBooks
Invoices hand off to Sage 50 Canada, QuickBooks Desktop or QuickBooks Online.
Currency
Canadian dollars
Priced and billed in Canadian dollars.
Support
Built in Regina
Built and supported in Regina, Saskatchewan.
Quote to invoice
How a plumbing and heating job runs on ServiceBox.
QuoteRetrofits, repairs and replacements, priced from the site record.
DispatchDrop the call on a tech with capacity.
Work orderReadings, backflow forms, photos and sign-off, on site.
InvoiceOne review, then the invoice.
Quoting
Quote the replacement with the unit history attached.
Build the repair, retrofit or replacement quote from the site and unit record, with model, serial, prior repairs and open recommendations in front of you. When the customer approves, the quote becomes the work order with the scope on it.
The problems we fix for plumbing and heating shops
Replacement quotes that take hours
Templates and a shared price list for the repairs, retrofits, replacements and maintenance agreements you quote every week.
Recommendations that never get quoted
Open recommendations from the last visit sit on the unit record, ready to price.
Approved scope that never reaches the crew
The approved quote carries into the work order, so quoted scope, materials and billing stay connected through completion.
Scheduling and dispatch
Every tech's day on one board.
Drop the call on a tech with capacity. Customer, building, equipment and service history go with it, and contracted maintenance visits sit on the same drag and drop board as the service calls.
The problems we fix for plumbing and heating shops
No-heat calls, leaks and failures
Dispatch urgent work with the customer, building, equipment and service history already in hand.
Techs leaving without the job details
Drop the work order on the tech and the site contact, access notes, unit history and open recommendations go to the truck.
Maintenance contracts slipping
Contracted visits generate with the right site, equipment, scope and checklist, and sit on the same dispatch board as the service calls.
Work orders and mobile
The work order comes back with the readings.
The tech records labour, materials, readings, backflow and site forms, photos and recommendations on the dispatched work order while on site. Model, serial and prior repairs stay with the unit for the next visit.
The problems we fix for plumbing and heating shops
Building history that lives in one tech's head
Backflow devices, pumps, fixtures and each unit's model, serial and prior repairs stay tied to the site for the next tech.
Backflow and inspection forms on paper
Backflow, boiler-room and site-specific forms return with the work order.
PM checklists done from memory
The contracted scope and checklist open with the work order, on site.
Invoicing and accounting
Bill sooner. Recover more billable work.
Completed work comes back from the dispatch board for one review, then the invoice, without rebuilding the job from paper notes. Supported records hand off to Sage 50 or QuickBooks.
The problems we fix for plumbing and heating shops
Billing rebuilt from scratch
Service invoices, quoted replacements and progressive billing without rebuilding job details.
Maintenance visits that never get billed
Each contracted visit closes as its own work order, so the invoice follows the visit instead of the quarter-end scramble.
Books that need re-keying
Invoices hand off to Sage 50 Canada, QuickBooks Desktop or QuickBooks Online.
Reviews
What heating and electrical shops say about ServiceBox.
Customer story · Heating
From 3 trucks to 11.
Full Throttle Furnace and Duct Cleaning connected scheduling, quoting, work orders and field communication in ServiceBox as the team grew. Customer since 2016.
Google review
“It has proven easy for our Technicians and Admin team to utilize and our Customers get a great end product too.”
Clint Orr, Full Throttle Furnace & Duct Cleaning
Capterra review · summarized
ServiceBox is easy to use, highly configurable and supported by a friendly team that continues to check in.
Electrical customer story
Croft Electric runs its field and office teams on one system.
Scheduling, mobile work orders, time cards and billing, connected.
Capterra and Software Advice share a Gartner Digital Markets review pool, so their review counts are not combined. Summarized reviews are clearly labelled.
Accounting integration
Keep using QuickBooks or Sage.
Run your jobs and prepare invoices in ServiceBox. Supported records hand off to the accounting software you already use.
QuickBooks Online · QuickBooks Desktop · Sage 50 Canada
ServiceBox runs
Jobs, work orders, labour and materials, invoices and payment status.
Your books stay in
QuickBooks or Sage, which stays the financial system of record.
Running Sage 300 Premium, or not sure about your setup? We confirm how ServiceBox works with it on the demo.
How the handoff works
- 1
Close the job
Labour, materials, purchases, notes and changes are on the work order.
- 2
Review before billing
Billing checks the completed job, not paper, texts or spreadsheets.
- 3
Create the invoice
It stays connected to the customer and the job, with invoice and payment status tracked.
- 4
Hand off to your books
Supported records move into QuickBooks Online, QuickBooks Desktop or Sage 50 Canada after review.
Set up with you. Accounting mapping and test transactions before go-live.
Book a demo30%increase in overall efficiencyCustomer-reported result.
ProTrades Mechanical · Windsor, Ontario
“A great bridge between the way we like to work, and how ServiceBox works.”
Jennifer MacDonald, ProTrades Mechanical
A Windsor, Ontario shop running its invoicing straight through to Sage 50.
Read the ProTrades storyThe platform
Everything in one system.
Dispatch leads the day. Add purchasing, inventory and locations as the shop grows.
01
Scheduling & dispatch
Every tech's day on one board, with the job details before they arrive.
02
Customers, sites & equipment
Full history connected and easy to find.
03
Work orders & mobile
Record time, materials, forms, photos and notes on site.
04
Recurring maintenance
Recurring work orders schedule repeat visits and keep service history with each job.
05
Quotes & invoicing
Move from approved quote to completed work to invoice, with less re‑entry.
06
Timesheets & payments
Track field time and payment activity alongside the work.
07
Purchasing & inventory
Tie suppliers, purchase orders and material costs to each job, and track stock across warehouses and trucks.
08
Multi-location operations
Manage branches, teams and schedules in one system.
Book a demo
Features vary by plan. The demo is tailored to your shop.
Before the demo
Questions shops ask first.
Does it replace what we use for quoting and invoicing today?
Yes, for quoting and invoicing. Quotes, work orders and invoices live in ServiceBox on one record per job. Your books stay in Sage 50 or QuickBooks and the invoices hand off to them.
Does it assign or route plumbing and heating techs automatically?
No. The dispatcher stays in control. The board shows every tech's capacity and workload and what the job needs, and the dispatcher drops the work order where it belongs.
Can the techs run it from the truck?
Yes. Techs record time, materials, photos, forms and notes on the mobile app while on site, and saved work stays reachable when the signal is weak.
How long does setup take?
It depends on how many techs, customers and service agreements you bring over. You get help setting up, bringing over your data and training the office and the techs, and support stays with you as the team grows. The demo walks through the timeline for a shop like yours.
Is it priced in US dollars?
No. Canadian shops are priced and billed in Canadian dollars.
We're not in Saskatchewan. Does that matter?
No. ProTrades Mechanical runs on ServiceBox from Windsor, Ontario, with the same Regina team behind it.
Book a demo
See how it fits your plumbing and heating shop.
We look at how you schedule, bill and hand off to your books today, then what getting started takes. You'll see how to:
- 01Plan the day without the back-and-forth.
- 02Cut the paperwork loop.
- 03Bill completed work faster.