ServiceBox Reviews

Pros

Creating progress invoices was easy for me and I never had a problem accidentally charging twice for materials or labour. When I logged materials and labour on a job, the entries were always dated and timesheets were simple to manage.

Cons

I had a hard time using the online payment portal. Support was inconsistent and I rarely got a fast response. The reporting tools felt clunky and not easy to use. I wish there were more automation options for example, automatic invoice follow-ups would be really helpful.

Pros

I like how it links all our processes together allowing me to connect quotes, work orders, parts, inventory and invoicing within a single field.

Cons

We're still getting familiar with the system since we've only just switched it on. I'm sure we'll run into some features or workflows that don't suit us but we need to give the system a fair try and use what it offers before judging.

Pros

In my experience, it is really simple to use and understand. Whenever there's a problem I can always reach someone who's ready to help and answer any questions I have. It's also reasonably priced.

Cons

I'd like the ability to send statements directly through ServiceBox and I'd also appreciate an option to pick the date when sending them.

Pros

I really appreciate the excellent customer support. I like that I can prepare quotes, set up jobs and generate invoices from a single location. Assigning staff to shifts is simple and when I search something, the entire database gets searched conveniently.

Cons

the lack of a dedicated app is frustrating because everything relies on the web which makes life harder for staff working out in the field. I also hate that the search box retains what I typed so when I return it's still there and that behavior gets really annoying. It would be better if it cleared automatically. Additionally, the quoting area feels complex and could use a more user-friendly redesign to improve usability.

Pros

We consider Service Box an excellent company and their software ideal for service industries. It keeps me organized and my employees on point!

Cons

My only wish is that they tracked commissions but I hear it is already in the works so I'm excited about it.

Pros

For the most part, I find the interface user-friendly and it took very little training for me to get started. I also value how it ties work orders into quotes and invoicing and its capability to sync with multiple ERP systems.

Cons

That said, I feel the scheduler is in real need of major upgrades. I've noticed the app can become slow and unresponsive sometimes and the reporting tools clearly require much more development.

Pros

I thought the team's onboarding help was outstanding and they even addressed some of the customizations our business required. The training sessions they provided for my technicians were very useful and made it easier for our staff to get up to speed quickly.

Cons

Technicians' mobile app feels a little awkward to use. It floods me with notifications whenever a job is scheduled, moved or altered and the sheer volume of alerts has made me start ignoring them entirely. It would be far more convenient if it opened straight to the ServiceBox web view instead of burying that option.

Pros

I like that the software keeps all our customer records and their equipment details together in one place. It really tidies up and accelerates how our service team works and it helps me stay more organized when it comes to getting quotes out to clients on time.

Cons

A downside I've found is that customization is somewhat limited, especially in how invoices and quotes appear. Another annoying issue is that I can't open the photos of equipment I saved to a jobsite inside the app which makes storing those images pretty pointless unless that viewing issue gets fixed.

Pros

It offers a broad set of tools to plan my weeks. I can track time on job sites, store job site details and locations and even attach photos to records which really helps keep everything organized.

Cons

When using the app, it always returns me to the homepage instead of reopening the last screen I was on and I would much prefer it to remember where I left off so I don't have to locate my job site information repeatedly every time I open it.

Pros

Being able to store photos in the database is a bonus but I find the software doesn't work as expected. It always opts to save attachments to the job site no matter which tab I used to add them.

Cons

The workflow is really poor. I struggle to use it on my smartphone and on a PC I'm unable to sign forms unless I have a separate accessory pad.

Pros

It makes entering my hours and jotting down notes much more efficient, I can pull up those notes easily whenever I need them and I like that it permanently stores the information

Cons

I have to repeatedly go back to the list and pick the earlier pay period whenever I enter hours for a past pay cycle which gets annoying.

Pros

I find this tool really useful for managing paperless work orders and for accessing customer data and info and it also keeps a history of previous work orders

Cons

It keeps me signed in even after I close the application which I find annoying.

Pros

We depend on the CRM features for our everyday work as it's helpful for daily operations. The drag-and-drop scheduling makes arranging jobs simple and I like that I can add notes to customer profiles.

Cons

Basic things get unnecessarily complicated with this software for example, zip codes don't appear on work orders, certain screens don't render correctly on my phone and the images I upload often come out low quality.

Pros

I really enjoy using this excellent software. It's quick, fun, has helped me a lot and I tell all my friends about it.

Cons

Downtimes really frustrate me. I need to stay connected constantly and can't afford interruptions so these outages are a big problem.

Pros

What I appreciate most is that it connects directly to QuickBooks. It's really convenient having so many of our business functions consolidated into a single platform.

Cons

What frustrates me is the absence of an appointment feature. For instance, we often split work orders among several technicians and it would be extremely helpful to be able to assign appointments to each tech so we can accurately track their hours, notes and any upsell opportunities.

Pros

I picked it up really quickly because it's so user-friendly. There are almost no software glitches, it works across multiple devices and I can easily locate details like work orders, quotes or other records whenever I need them.

Cons

For me, the follow-up function still needs refinement because it's very hard to clear alerts. I've been struggling to figure out how to dismiss them for quite some time.

Pros

What I love about this is that I no longer have to deal with piles of paper to file and mail out as everything's digital now. Work Orders automatically generate timesheets for me and I can pull information from different places within the app in several ways. It syncs with QuickBooks Online and I can link everything from the initial quote through a work order and right to the invoice. I also appreciate being able to add holiday schedules into the calendar.

Cons

I wish the mobile scheduler was as clear and user-friendly as the desktop version because right now it's harder for me to get a quick overview on my phone. It would also be really helpful if I could open files or attachments that I added during the Work Order stage while I'm working in the Invoice stage, rather than hunting for them separately. Another feature that would save me time is showing percentage profit when I'm pricing an invoice instead of only displaying the actual dollar profit on the job. If the app displayed profit margin as a percentage, I wouldn't have to stop and do the math to figure out where we stand profit-wise while I'm preparing the bill which would make pricing faster and more accurate for me.

Pros

Quoting and entering data is simple. It's cloud-based and I find it easy to onboard new staff since it is an uncomplicated system.

Cons

Outgoing emails end up in spam for many of our current clients which means I don't receive invoice payments without extra manual chasing. We also face inconsistent data entry across staff so to make up for it, I go over accounts twice because details differ each time I review the records.

Pros

I find the workflow quite simple, guiding me smoothly from the first quote through creating work orders and handling invoices. The underlying database feels very powerful and secure.

Cons

When we first began using this product around ten years ago, we did run into a handful of small bugs. Nevertheless, their development team continually pushes updates so at this point I don't have any complaints.

Pros

Being in Canada, I like that it's Canadian-based and uses local pricing so it feels like good value for money. I use its purchase order and price book tools, inventory management, QuickBooks sync and equipment-tracking features.

Cons

I've found its sales-tracking capabilities pretty limited. There are some bugs but the team pushes frequent updates. Prices have been rising, though they do offer legacy programs for long-time customers. The app packs a ton of features which can be overwhelming to learn at first. Also, it only works online and if I lose internet or cell coverage I can't do anything. It does include a PM feature but in my experience it's not very solid.