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Software Description

ServiceBox is the solution for work orders as they lead flawlessly into job assignment, scheduling, and more. Recurring orders allow you to manage preventive maintenance, scheduling, and repeating. Onsite check-ins make time tracking easy and usable for invoicing and timesheets. The workflow is seamless and your company can manage its entire operations. With on-site credit card payments and integration with Quickbooks and Sage 50 (Canada), managing your operations has never been easier.

Features

  • Data Export
  • Notifications
  • Task Scheduling/Tracking
  • Scheduling
  • Customer Management
  • Project Management
  • Multi-User
  • Data Import
  • Contact Management

Summary

  • Manage your customers and job sites and keep all info for them in one place.

  • Generate quotes or estimates for your jobs and easily manage the status of each one.

  • Schedule employees on the easy to use scheduler.

  • Generate work orders for jobs and keep track of the time, materials, and actual costs for each work order. Also take pictures of work complete to keep track of history.

  • Manage maintenance by utilizing checklists and maintenance notes. Perform maintenance on individual units.

  • Generate invoices from quotes, time, and materials or blank invoices.

  • Keep yourself organized with historical work, to dos, and reminders.

  • Mobile app for both Android and iOS.

  • Generate recurring work orders for jobs that needs to be completed repeatably.

  • Accounting integration with Sage 50 Canada as well as Quickbooks and Quickbooks online.

FAQs

    Does this service integrate with any other apps?
  • ServiceBox integrates with Quickbooks Desktop and Online as well as Sage 50 (in Canada only). We also integrate with Stripe allowing your business to take payments and Dropbox to upload documents.

  • Does this service offer multi-user capability (e.g. teams)?
  • Absolutely! It is designed for use by companies as small as 1 user, but can easily be scaled to your companies needs no matter the size.

  • Does this service offer an API?
  • No.

  • What platforms does this service support?
  • ServiceBox is compatible with PC's, Mac's, and tablets operating on both Android and IOS.

  • What is this service generally used for?
  • ServiceBox is a software which allows you to manage your quotes, work orders, customer information, history and so much more all from the tip of your fingertips.

    An easy to use yet powerful Field Service Management software solution. It is a “Cloud” based solution, so you don’t need any equipment to set it up, or technical skills to manage it. It’s that simple.

    If you want to have full visibility of your business, a 360º view of your operations and minimize risk, then ServiceBox is your answer.

  • Who are the main user groups of this service?
  • Companies from 1-100 users who operate a service business. It is used by both technicians and administrators in the field.

  • Does this service offer guides, tutorials and or customer support?
  • Yes! Customer support is available through our portal within the software. In this area, there are also guides, videos, and tutorials. When coming on board with us, you also have training included to ensure that all members of your team feel comfortable using the software.

Publisher

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Who uses ServiceBox
  • Freelance
  • Startups
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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