ServiceBox

Automatic iteration, filing, scheduling and organization of work order #s (and the consequent reductions in admin work and paper waste) are awesome.

There is one issue that requires users to frequently duplicate work and resubmit data that is already in the system:
When I am submitting a quote for tender, there are usually 3-5 contractors(customers) that require pricing but the job site is not going to change! After creating the quote for Customer 1, copying the quote should carry over the job site as well. In general, job sites do not need to be linked to a customer (because civic addresses exist geographically regardless of what business occupies it or what contractor is working on the job.)

cannot answer, wants a 40 character answer

Takes too long to get help on issues, once a ticket is submitted, there is no real time help to solve problems, which can severely impact access to the system The Help menu they have, often times do not connect to issues requested

ServiceBox is very user friendly and helps manage all aspects of the day to day. I love that i can create recurring work orders, schedule jobs, invoice, and so much more all out of one system.

The sales tax function should be improved. I'd like ServiceBox to connect with QuickBooks and pull the sales tax rates from the QB system and enter into SB (ad update as needed).

Adding this software into our workflow was game changer. The most important reason we went to ServiceBox was because they seamlessly integrated with SAGE50 Canada. Another important quality of the software - the Customer support is AMAZING. Any time I've had an issue or wishing to see improvement, they've listened and made changes when appropriate and in a timely manner.

Their app needs a bit of improvement in the speed and ease of getting to the "meat" of the app. It's still easy to use but there's a bit of lag when opening the app and getting into the website.