Updated - Feb 7, 2022


ServiceBox Features


An Electronic/Paperless-if-you-want, Mobile, Work Order and Scheduling software with the following feature & components:


Work Orders

  • Job Info: client, jobsite, job description/Scope of Work
  • "Check in" and "Check Out" of employee while on job.
  • Employee time entry, manual or automatic from above
  • Automated Work Order Status setting via Check-In and Check-Out, if desired.
  • Materials used on job tracking - Non-Inventory
  • Utilize Inventory Items on a job if you keep an inventory
  • Keep track of maintenance items for a job site or a unit
  • Purchase Order tracking for job - Auto generate purchase orders or manual entry
  • Job Costing, with or without a Quote for the job
  • Checklists - for job execution (Hazard Assessment), Inspection, Installation protocol, other.....
  • Schedule Multiple Employees to Same Job, one day or over time
  • Notifications - Day before notification to customers
  • Notifications - On Route Notification to customers when tech is on the way.
  • Customer and/or Employee Signatures
  • Employee out-of-pocket expenses associated to job - if applicable - for Job Costing.
  • Employee out-of-pocket expenses on job, if required, for reimbursement via Timesheet.
  • Email Work Order information to Customer, if need be

Scheduling Jobs/Work Orders

  • Day, Week, Month View
  • Dispatcher Mode View
  • Search for Work Orders that need to be scheduled easily
  • Zip/Postal Code Search for geographical scheduling
  • Scheduled "Events" for Non work order calendar events
  • ServiceBox's "Calendar" shareable to other calendars (Google calendar)
  • Create scheduling groups for quick scheduling
  • Create scheduling groups for user schedule management


Maintenance (Recurring Work Orders)

  • Ability to Schedule and execute contracted, future work/seasonal maintenance/inspections/other
  • On an Annual, Semi-Annual, Monthly, Weekly, etc. basis, whatever you need to set
  • Checklists for Units
  • Checklists for Job Sites
  • Unit history
  • Manage customer contracts for job sites and units
  • Maintenance Reports for Checklists


Customer Management (CRM)

  • All customer information and interactions in one place.
    • Quotes
    • Work Orders
    • Invoices
    • Job Sites
    • Equipment / Units
    • Recurring Work
    • Notes
    • To Dos - notifications and reminders for oneself or another user in the system
    • Attachments of photos or Documents
  • Pricebooks for a customer, for preferred pricing, if needed
  • Default tax setting by customer, if needed


Portal

  • Allow customers to enter in request through our online portal
  • Embed portal into your web site for easy intake to ServiceBox

Contacts

  • Create contacts for customers or job sites
  • Allows the choice of emailing to the company or contact with an email address

Job Site Management

  • All job site information current and history accessed in one place
    • Quotes
    • Work Orders
    • Invoices
    • Job Sites
    • Equipment / Units
    • Recurring Work
    • Notes
    • To Dos - notifications and reminders for oneself or another user in the system
    • Attachments of photos or Documents
  • All equipment/"Units" on site recorded under each jobsite, with all data related to them directly accessible through their own platform/storage location.
  • Pricebook by job site location if needed
  • Tax amount by job site location if needed

Employee Management

  • Configuratble Security Levels - to Access areas of ServiceBox only needed to be accessed by each User
  • GPS Tracking based on employee usage
    • Check-In and Check-out Location capture in the Work Order 
    • Their current location on a map that is next-to-a-live location
  • Enforcement of "Checking In/Out" on one Work Order at a time, if wanted/needed, before starting work via another Work Order.
  • Enforcement of Attaching a minimum number of photo's to the Work Order before allowing Work Order to be closed.
  • Enforcement of obtaining customer signature and/or employee signature to close Work Order.
  • Enforcement of completing Checklist/Report attached to Work Order.
  • Enforcement of collection/completing Custom Field cell data to close Work Order.
  • In and out Board (Like an office White Board for office IN/OUT status)
  • Define employee cost for time charged that is used in job costing 

Quotes

  • Create and price a job, then send to customer
  • Signatures & Attachments
  • Created Pricebook pricing on Quotes
  • Show / Hide price breakdown of Quote on print out sent to customer
  • Discounts
  • Ability to duplicate a quote for new leads/clients of often written quotes
  • Quote templates that will pre populate new quotes with default pricing
  • Email Quotes to Customer
  • Material items on Quote automatically show up on Work Orders for verification

Invoices

  • Produce Invoices from Quotes or for Time & Material work
  • One-off Invoices or progressive billing
  • Enter payments for Invoices, from the office or in the field
  • Manage invoice status for company efficiency
  • Add Work Order notes and signatures to final invoice
  • When connected to accounting, can import customers, job sites, invoices and payments to accounting
  • Discounts allowable
  • Email Invoice to Customer
    • Send pdf to customer
    • Allow for a payment link for the customer to view and pay invoice online.
    • Take payments directly at the job site using the UI or integrated device payments.

Payments

  • Quickly take credit card payments from your customers through our invoice email pay-button
  • Enable your technicians to take payments through our hand-point devices.
  • Enjoy peace of mind with our rate of 2.75% +.25 cents.
  • Quick and easy set-up with our partners at Pay


Timesheets

  • Time entries from Work Order automatically added with Check In/Check Out feature on Work Orders
  • Notes for each time entry by employee is possible.
  • Add in custom overtime types for your company
  • Additional timesheet items can be created and added
  • Employee can submit and Admins can approve timesheets
  • auto link up with QuickBooks Desktop or Online Payroll.

To Dos

  • Schedule To Do's for a specific employee or yourself
  • Recurring To Do's for activities that occur occasionally.
  • Manage future and current To Do's
  • Categorize To Do's for efficient time management

Notifications

  • Notifications on office computers and mobile devices (smartphone and tablet via App)
  • To Dos notifications
  • Work Order notifications

Mobile Access

  • Access all features of ServiceBox from cellphone service via App or browser on device
  • Smartphone, Tablet, or laptop
  • Android 
  • iOS - iPad and iPhone

Reporting

  • Customer, Work Order, Recurring Work & Invoice Reports
  • Custom Reports available

Accounting Software Integrations

  • QuickBooks Desktop
  • Sage 50 Canada
  • QuickBooks Online
  • NEW - Individual Revenue Accounts in accounting software linked into ServiceBox now.

Inventory

  • house inventory in a main warehouse or other remote location (vehicle)
  • tracking inventory levels in each & aggregate
  • have minimum stock re-order points
  • automatically remove stock from your inventory location when "used" on a job/recorded on your Work Order
  • allow for an easy way to undertake bulk price changes of your inventory items when needed.


Online Presence Management

  • Online Reputation - Reputation Management brings all of the factors that contribute to your business's online reputation in one place, so you can take control.
  • Online Presence - Build an eye-catching website and update your email accounts so they're reflecting your company branding.
  • Social Marketing - Don't worry about constant interaction and posts, we will help take care of that.
  • Get Found Online - Search engine optimization is a must-have for businesses in the 2020's, to ensure your website is top of the list when people search keywords relating to your field. Maximum exposure means maximum results
  • Improve Online Listings - Use our Listing Builder to establish accurate listings in more places than you thought possible, massively increasing your visibility.
  • And many more


Configuration Options

  • Define custom status for Quotes, Work Orders and Invoices to align with your workflow.
  • Turn features on and off for software simplification
  • Define print out details for quotes, work orders and invoices


Transparent Support

  • Communication to our support team through our "Feedback" button
  • Access to our FAQ pages
  • In your dropdown, the constant communication through our "Feature Request", "Road Map" and "Change Log" from our development team