ServiceBox

Pros: - Great customer service - The ability to quote, create the job and invoice all in one place - Scheduling employees is very easy - When something is typed in the search bar the whole database is conveniently searched

Cons: - There is no app so everything is web based, which is not convenient for employees in the field. - When you type in a search bar it saves what you type so when you go back it is still there, that is very annoying. It should automatically clear. - The quoting section needs to be revamped to be more user friendly

Pros: Ease of use. Program is relatively simple and great for smaller businesses. I really like the design of the schedule.

Cons: No inventory control to manage products sold, Lots or error messages and it has become very slow at times. Like the program has to wake itself up every morning.

Pros: Service Box is a great company and the software is great for service industries. Keeps you very organized and your employees on point!

Cons: The only thing is I wish they tracked commissions but I hear it is in the works. So I am very excited

Pros: Overall, it is user-friendly and requires minimal training. I also appreciate how it integrates work orders with quotes and invoicing, as well as its ability to synchronize with various ERP systems.

Cons: The scheduler requires significant improvements. Additionally, the application can be slow and unresponsive at times, and the reporting functionality also needs substantial enhancements.

Pros: The onboarding support offered by the team was excellent an it also covered some of the customization needed for your business. The Training that they put on for our technicians was very helpful as well.

Cons: The mobile app used by technicians, in my case is a bit clunky. It comes up with many notifications when a job is scheduled, moved or changed, but the amount of notifications tends to lead me to ignoring them all together. If it would open directly to the Web view of ServiceBox, that would be very helpful.

Pros: I like that the program allows us to keep records of our customers and their equipment all in one place. It simplifies and streamlines our service department and allows us to be more on top of sending out quotes to customers.

Cons: It is slightly limited on the customization side of things, such as how invoices and quotes are formatted. It also doesn't allow you to look at the pictures of equipment that you've saved to a jobsite, which defeats the purpose of saving a picture...

Pros: It has a wide range of features for scheduling your weeks, you can log your time in jobs sites, job site info, job location info and ability to add pics.

Cons: Using the app it loads the homepage everytime where I want it to load the last page I was at so I dont have to go through and find my job site info agsin and again every time.

Pros: the ability to store photos in the database is a plus, but the software doesn't function as it should. it always chooses to save to job site regardless of what tab i have added the attachment through

Cons: it flows terribly. it does not run well on a smartphone and on PC you lose the ability to sign forms without having an accessory pad.

Pros: it helps me to put hours and notes more efficiently, easier to review the notes when i need to, and also it keeps the info forever

Cons: if i put hours to previous pay period, i have to go back to the list to choose the previous one everytime

Pros: Usefull tool for paperless work orders and accesing customer data info. Also having history of previous work orders

Cons: Kepiing me signet in even when aplication being closed. I like option for customer to sign work order using a one of their fingers

Pros: The CRM function helps with daily operation. The scheduling option to drag and drop are nice. Notes on customer profiles are good.

Cons: Simple tasks are made complicated by this software such as zipcode not printed on work orders, screens not properly displayed on cell phone, and the quality of pictures uploaded are not very good.

Pros: This is a great service i love it very much. Its fun and fast. Helps me alot . I tell all my friend's

Cons: Down times are not fun. I need to be connected all the time and can aford downtimes. These are not good

Pros: I like that service box is integrated with quick books. I like that a lot of our business needs are under one platform

Cons: I don’t like the lack of appointments. For example we have work orders that are often assigned to multiple techs. It would be great to have opponents assigned to those techs so that proper tracking is done for hours and for notes upsales.

Pros: Super easy to learn and user friendly. Hardly any glitches in software, Multi device compatibility. Easy to find information when needed, from work order, quote or other.

Cons: The follow up feature needs some work. Very difficult to dismiss alerts. I have been trying to figure it out for quite some time.

Pros: 1. No more paper to file and mail out 2. Work Orders create timesheet 3. Multiple ways to access information from different locations within the software 4. Integrates with QuickBooks Online software. 5. Able to link everything from quote through to work order and then invoice. 6.Like being able to include holiday schedules in the calender etc.

Cons: 1. I wish it was easier to look at the scheduler in the phone app like it is on the computer. 2. It would be nice to have the option to open attachments that were attached in the Work Order phase when you are in the Invoice phase. 3. While pricing an invoice rather than just showing the actual dollar value profit in the job, it would be helpful to have it show the percentage profit so we don't have to keep doing the math to see where we are at as far as profit or profit margin etc. while we are pricing up the invoice.

Pros: Ease of quoting and data entry. Its cloud based. Easy to train new personnel. i'm not sure what else to write? Thanks

Cons: emails sent out end up in spam for a lot of our existing clients, meaning they do not pay their invoices without extra manual work. We also see inconsistencies by all staff, to compensate we review things twice as the details can be different each time we review an account's data.....

Pros: It has a very easy work flow from initial quoting to generating work orders to invoicing. The database it uses appears to be very solid and secure.

Cons: When we started using it about 10 years ago, there were some minor bugs, however their development team is constantly doing updates so as of now, nothing to complain about!

Pros: Canadian based and Canadian pricing, Value for money. Have Purchase ordered and price books, inventory management. Sync to Quickbook. Also have feature for equipment that help tracking.

Cons: Does not have much for sales tracking. Has some bugs but Software gets updated frequently, Price is going up but have legacy customer programs. Software has a lot of features which can be a lot to learn at first. Software only work online, so if you have no internet or cell coverage you won't be able to do anything. It has PM feature but is not very robust.

Pros: There are a 5 things we like MOST about Service Box. Workorders, employees are able to take photos and attach, checkin and outs are addressed, material used. All information is applied and stored in the workorder. We can schedule workers daily, or future time and dates so they know as soon as they are scheduled. The app is easy to learn as it usually only takes a few hours to go over and figure out what information goes where. Quotes can be converted to workorders then to an invoice, and you don't have to manually add anything. This really help save time for all employees Timesheets are easy available for employees. Service Box works well with both Sage Software and Quickbooks.

Cons: At this time I do not have anything to address that we least like. If we have any issues on the app they get back to us and help fix anything.

Pros: The biggest pro for us is they fully integrate with Sage 50 Canada. No other software on the market does it. The also have a very responsive development team that is helpful when there's issues. It's also helped streamline our operations from paper to electronic. Relatively flexible software to adapt to individual business needs. They are also priced really competitively and they've also grandfathered us as we've been with them a long time. Very easy and intuitive to use for the most part. It's made quoting customers so much easier than what we dealt with in the past.

Cons: The app is a bit tedious to use. When you click open a work order, you have to wait til it loads a webpage. It's not super seamless for those who are using it on the phone. No real issues on the computer. Their servers will slow down and go down occasionally.

Pros: As a technician, very easy to read the work order, get location information and it then links to google maps to navigate there.

Cons: Logs me out 1 or 2 times per week, just have to log back in but just the inconvenience of doing it is annoying

Pros: Servicebox is very easy to use and the scheduling tool works great. I would suggest other service/trades based businesses give it a try.

Cons: Some of the quoting/reporting tools could be improved. I'd like to see a dashboard with some KPI's or custom metrics.