The challenge
Slow paperwork and a failed accounting integration delayed invoicing. The previous software implementation was cumbersome and did not adapt to the company’s established processes.
Customer story · Plumbing, electrical, heating and cooling
How ProTrades increased efficiency by 30% and connected Sage 50 to field operations.
After a failed software implementation, ProTrades found a connected workflow for shared scheduling, field-to-office information, customer history, invoicing and Sage 50.
“We love everything about it. There’s too many good features to choose a favorite.”
30%Efficiency improvementCustomer-reported overall result
10/10Customer NPSStrong customer advocacy
40ServiceBox usersLegacy plan plus passive users
Sage 50Accounting platformConnected to field operations
Executive summary
A real operating problem, solved across the workflow.
ProTrades needed to improve field-to-office handoffs without giving up Sage 50. A previous platform failed because implementation was cumbersome, the provider did not adapt to the company and the accounting integration did not work.
The operational change
What changed after adopting ServiceBox
ProTrades’ experience shows the value of connecting shared scheduling, field information, customer history, invoicing and accounting.
The ServiceBox response
ServiceBox paired a personalized implementation with shared operational visibility, faster field-to-office information and a working Sage 50 connection.
The business impact
ProTrades reported 30% higher overall efficiency and greater peace of mind for dispatchers and technicians as daily work became easier to coordinate.
What changed for ProTrades Mechanical
Five practical improvements behind the result
Share scheduling across administrative roles
Multiple office employees can view and contribute to the scheduler instead of depending on one coordinator.
Move work details from field to office sooner
Technician information reaches the office faster, reducing the delay before customer invoices can be prepared.
Keep customer and job-site history accessible
Office and field teams can work from the same historical context across repeat visits.
Retain Sage 50 as the accounting system
The integration connects field-service workflows to the accounting platform that already fits the business.
Implement around the way the company works
A listening-led rollout created a practical bridge between ProTrades’ established processes and ServiceBox.
The workflow in ServiceBox
Carry reliable information from the office to the field and back again.
ServiceBox connects shared scheduling, field work, customer history, invoicing and Sage 50 so ProTrades can move information through the business without rebuilding it at every handoff.
Shared scheduling and field coordination
Office employees can contribute to the schedule while technicians receive the work information they need in the field.
Faster field-to-office billing handoff
Technician details reach the office sooner, helping the team prepare customer invoices without waiting for paper records.
Sage 50 accounting connection
Service operations remain connected to Sage 50 so ProTrades can keep the accounting platform that fits its business.
Validated by ServiceBox customers
What commercial service teams say about ServiceBox.
★★★★★5-star review
“I love that everything is in one location & we've gone completely paperless.”
★★★★★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.
See the complete workflow
See how ServiceBox could support a workflow like ProTrades Mechanical’s.
Bring a real scheduling, field-service, billing or accounting handoff and see how it would stay connected.