ServiceBox Reviews

Have had this system for a bit over a year now. Would never go back to our old system

Comments: Cost of the product. Speed of the access for our techs out doing calls. The time card links work great. The tech support has been top notch. The ability to customize customers

Pros:

How it links up to our accounting software. The time card link has proved to pay for itself. We have noticed an increase in employee productivity. Support is very quick and actually being able to speak to a real person right away.

Cons:

Every few months I have to go in and clean up the materials list. As it is a learning system if a user spells something different then another it logs this in. On the quoting side. I would like to see a template to speed up the time for standard estimates.

Take it from a Seasoned Service Box user in the HVAC service field.

Comments: I was part of selecting this product for a company I previously worked at, and developed for up to 25 users. It was the highlight of the great things about that company, so it was an easy decision to use at the new company I recently assisted in starting up from nothing. Started setup on a Tuesday, about an hour to complete the main setup, by Thursday I was filling out work orders and invoicing, the following Monday setup Stripe, and away to the races we went. Excellent support as well, the JobBoxSoftware team is incredible.

Pros:

Mechanics love the ease of use and understanding, as well as the clients can easily read the mechanics notes and pictures since it’s all digital. In this industry, client and employee retention are the most 2 important things to growth. Happy employees having the tools at their The reporting allows for reconciling invoices and work orders. Stripe Credit Card Payment system was easy to setup, low cost and has really helped open up opportunities to easily solve our client’s problems without having to necessarily go through the credit app process.

Cons:

The default settings at initial setup allow for basic user tiers to delete clients, job sites, and work orders. It’s important to make this distinction before adding new users to the platform, an easy fix for the support team, but something to be aware of. The map link to job site, sometimes uses the bill to address, instead of the job site.

Needs to be quicker

Comments: It is not what we thought it was going to be and does not function how we'd hoped.

Pros:

I like the customization of categories and statuses. Also timesheets.

Cons:

I hear constant complaints on how slow it is and the unresponsiveness. In the end it makes more work for me. The search feature is not reliable due to how it sorts through keywords. The scheduler is not user/phone friendly. Too small and clustered.

Service box is great!

Comments: My overall experience has been fantastic. In the event there was a major issue, the SB team quickly resolved the issue to allow business to operate as normal, they have assisted with company specific operating practices by offering work around a and additionally offer system customizations which I have had done several times for ease of use. Service Box is a great software with a great team behind it, and I tell all colleagues about it all the time.

Pros:

Doing commercial refrigeration and HVAC work, I needed a very intense and streamlined work order management system to fully automate everything from quotes, to work orders to invoices, with the capability of recurring work orders for maintenances, complicated tax jurisdictions and class codes along with customer specific pricing and notes along with job sites, and service box allows for everything to be in one place vs accessing many different areas for information.

Cons:

I can’t say I dislike anything specifically about ServiceBox, however, I am very detail oriented and like everything to be exact across the board. There are some system functionalities that don’t follow suit from one area of the system to the next, but again, this is hardly a reason to dislike service box.

Requested review for ServiceBox

Comments: Works well for what we need to do.

Pros:

The data storage function for equipment and work orders is very helpful along with the ability to add photos to all relevant fields.

Cons:

Previous lack of an inventory module and now the new inventory module updates are slow with a system that does not always work well.

ServieBox is the Way to Go

Comments: The time and money saved since we started using service box is a big factor on why we are so grateful for this program.
Service box overall is wonderful. The techs that we deal with are so very patient and just awesome.
Service Box in my books is the way to go!!!

Pros:

There are many features that Service Box Provides. I use it for timesheets, creating workorders, material used, estimates, maintenance reminders, scheduling jobs in future and when I know to book the services. Customers can be listed very quickly. I use it for converting from an estimate to a workorder, then to an invoice, and all the information pulls over. Saves many hours of manually adding it everytime. Another feature that is great is how service box and whichever accounting program you have, Sage or Simply Accounting. I am able to sync the invoices into our accounting program. Which again saves more hours from manually doing it. If I have issues with the programs all I do is create a ticket for service box and explain what is happening and they are very quick at replying back to solve the issue for me. I highly recommend if anyone owns a business and wants to save time and money, call service box and get set up. We have been using them since 2015 and are extremely happy with this program. Thank you Service Box.

Cons:

At this time I have nothing to say what I like least because if something does not work I just send a ticket and service box makes it work.

Dealing with people at ServiceBox has been very good.

Pros:

That it developed in Saskatchewan, Canada. Integrates with Canadian taxes, and when there is a question the support team understands the Canadian aspect, which almost non-existent for American developed products. We can track all the equipment on various sites and attach notes, pictures, and details as it pertains to each individual piece of equipment.

Cons:

The check sheets that we developed are not as user friendly as we would like. This might be our own issue that we are not using the software as well as we could but though. Would like the maintenance scheduling for equipment to be a little more robust, would like to have manufactures check sheets built into the maintenance scheduling so that at certain times of the year different checks are done on that same piece of equipment. Would like to be able to have more than one pic for the identification of a piece of equipment but this might be a little over kill. In the "to-dos" I would like a date and stamp on each entry that is made. When i send a to-do and they reply it still only gives the original date that the to-do was created. I would like all replies tracked from the person that replied. On that same to-do i would like to be able to send the same to-do to more than one person, this does not happen very often but it would be handy to have this as an option. Would like to use it to it's full capabilities but that is not necessarily a con on ServiceBox but on me not using it to it's full capabilities.

Service Box Review

Comments: Service box and the team have definitely helped us organize our daily schedule and tasks and work orders .
We feel like we are in good hands and well supported . Bravo !!

Pros:

The system is easy to use and super practical. Its a super great asset to have in your tool box ! the attachment feature is amazing and allows you to upload and store lots of information in the work orders .Robust system and we have lots of confidence in it .

Cons:

The recurring work order feature doesn't necessarily work properly . If you are using an Iphone -you cant use the zoom feature for the scheduler . Works great with sage but costly -you are forced to upgrade the sage program yearly and drives the cost to operate the system up considerably The inventory feature also needs to be better . The system should allow you to create file folders for job sites .

Great software for the service and construction tech to track expenses and labor.

Comments: It makes it extremely easy to to amalgamate information from job and reference it.

Pros:

It makes it easy to track hours, labor, expenses and create notes for other techs. Also excellent how you can attach pictures directly to job.

Cons:

Pictures sometimes do not upload on the first time or sometimes fail to upload entirely. Some menus can be difficult to navigate.

I have found Service Box to be quite proficient in my everyday work needs.

Pros:

Customer history is a big bonus. I can see what has been done so I don't have to go into a job blind

Cons:

Navigation needs work. A smoother transition between fields would be nice. Not having to go to scheduler from the main Menu but from the page you are on would be more convenient.

Great value, it does have the characteristic still of a newer company.

Comments: More accurate representation of stats, and faster invoicing. More accurate tracking of invoicing and man hours.

Pros:

The ability to source any invoice or work order from anywhere. It is incredibly valuable in many instances to have access this information.

Cons:

It has been slow in many occasions. Repairs/upgrades sometimes happen during working hours which I don't agree with. However - this has been getting better.

positive review

Comments: fairly simple (which for me is good), good search qualities, good customer support, I don't know cost to rate value

Pros:

search functions, good customer support, fairly simple

Cons:

bogs down, some of the dispatch features could be streamlined if the customer using it has a more rapid need, while search functions are good, they could be expanded for other fields

Hi

Comments: Pretty good

Pros:

easy to implement, employees have access on their phones to the software

Cons:

Pending jobs is a little cumberson. It would be better if it reminded you the job was already posted

Not so great for android users

Comments: Its good on most days, just wish the app was more optimized for android users.

Pros:

The software works perfectly most of the time on my iPhone 6. Clocking in and out and just maneuvering around is quick on iPhone. I do not use this app for much other than clocking in and out of work orders and adding photos to benchsheets.

Cons:

Doesn't work so great for android. Note 20 ultra is much much slower than an iPhone 6 in comparison in all aspects of the software. The app does crash every once in a while when trying to upload photos to benchseets the screen will go all black and I have to force close and restart the app.

Time creator

Comments: After working all day I used to spend all night at my desk, service box allows me to quote on site, not have to decipher time sheets and bill jobs before I leave the driveway!

Pros:

I love that everything I need to do from an administrative angle is all under one roof and connects seamlessly

Cons:

There’s a curve to learning what all is available and how to use it efficiently

it works very well for our needs in the service industry.

Pros:

We like the fact that we can create a invoice directly in Quickbooks off of the work order. it is very easy for the engineers to get the pdf files needed to complete the work order and easy to attach the signed document back to the work order.

Cons:

It makes it hard for our operations manager because he has to input the work orders on outlook so everyone else in the company can see what their schedule is.

Overall good experiance.

Pros:

Can look at past work notes- Can attach pictures to jobsitea for reviewing later-keeps everything organized.

Cons:

Requires cell data so in areas of low or no cell service you cant use it- sometimes takes longer than pen and paper to record data.

Use it every day and works fine

Pros:

Use it to do time sheets and work orders so on knit does the job and that's all I need it for and to submit

Cons:

There is nothing off the top of my head that I can think of to complain about right know other then sometimes the app is slow but could be the wifi

This is My Review

Comments: I have had a very positive experience with Service Box to date. I find it very user friendly and easy to navigate. The only thing that I might want a little quicker is the support replies, sometimes it takes quite a while to hear back and there has been occasion where I have not received a reply at all. Other than that it has been wonderful thus far.

Pros:

Ease of use and navigation. Very user friendly in my experience.

Cons:

Sometimes there is long lag times, not sure if it is the actual software or the internet provider.

Great Program

Pros:

Customer support is A++, easy to log hours with check in and check out feature, uploading photos to work orders is easy.

Cons:

Sometimes need to restart app to upload photos. Laggy and crashes from time to time.

HVAC Service

Comments: Its been good

Pros:

Easy to use, field guys are able to use it without issues.

Cons:

It bugs out alot. Search bar sucks. Sometimes it brings up too many options

Amazing system!

Comments: Our business has grown over the past few years and we were finding it hard to keep our customer records organized, and were falling behind on sales. We searched for weeks for a CRM / Service Industry type software solution and once we came upon Service Box, we knew this was the fit for our business. Since implementing it in our business, our sales and admin team have saved countless hours of time thanks to Service Box.

Pros:

Organization of customers, contacts, invoices, quotes, etc. All the customer's information is in one spot, and there is a full history of your communications with them for easy future reference. The "To-do" feature is a great tool that can be tagged to a customer or a quote, which automates the follow-up process, allowing our sales team to land more jobs quicker!

Cons:

N/A

Service Box product

Pros:

I have could the product to be very user friendly and I like that fact they ae always improving things

Cons:

Some of the files I try to attach will not attach. They need to increase the size of files you can attach

Great online dispatching and invoicing system

Pros:

the main reason was the it linked with quickbooks. i now do not have to schedule jobs and then invoice. it is all done from one platform.

Cons:

I have noticed that sometimes the system will lag/slow down. can be frustrating at times but it does not happen that much.

**CUSTOMER SERVICE 10+ STARS!

Pros:

Our HVAC company implemented ServiceBox, due to the features offered, but mainly because of the customer service. I naturally expected that once we signed up the help would fade away, but that was not the case whatsoever. The team at ServiceBox work hard, and are diligent at following up with a call, email or text within a very short amount of time, if not immediately. It is obvious that they work well together, as they each have their own assets they bring to the table. In addition, ServiceBox is flexible and customizable, with a clean, easy to view and understand the User Interface.

Cons:

No Application as of yet. Once the application is finished, it will be a top notch program for sure.