Features of ServiceBox - Getting Started 

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