ServiceBox
by ServiceBox Inc.
Last updated Mar 29, 2026 · 1 revision
Cloud-based HVAC work order system with drag-and-drop scheduling, mobile technician app, and customer portal.
Highlights
Capabilities
Media
www.getservicebox.com
About This Product
ServiceBox features recurring work order system, real-time scheduling/dispatch with drag-and-drop, mobile technician app, customer portal for quote/invoice management. Technicians can add notes, checklists, photos to work orders in field. Integrations with QuickBooks and Sage 50. Custom pricing; typical for mid-size HVAC shops.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- Yes
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
AI Approach
AI-Assisted
Minor AI touches. AI shows up in a few targeted features. Consider this a nice-to-have, not the core capability.
FSH Score Breakdown
Ease of Use 6.0
Features 6.3
Support 5.0
Value 6.0
Integrations 8.0
AI Capabilities 3.0
Customer Reviews
Features
46 features confirmed across
15categories· Showing confirmed capabilities only
Platform & Customization10features
Document ManagementKnowledge BaseFeature Request Page For User SuggestionsVoting system for feature requestsData ImportConfigure imports to specific accountsCustom FieldsCustom FieldsRole-Based Access ControlUser role permissionsBulk Record Update And DeleteChange Log for New Features and Bug FixesMulti-LocationMulti-location support
Show 2 more
Scheduling And Dispatch IntegrationReal-time scheduling and dispatchApproval ManagementQuote approval workflow
Technician Management5features
GPS Check-insRestrict users' check ins to one work order at a timeRecruiting & StaffingEmployee ManagementTime TrackingCheck In/Check Out ProcessCheck-in/Check-out processOnboardingWhite Glove Onboarding
CRM & Sales5features
CRMCustomer and Site Data ManagementJob Site ManagementMaintenance Agreement ManagerContract ManagementContract managementCustomer Onboarding
Scheduling & Dispatch4features
Recurring Job SchedulingScheduling OptimizationScheduling & Route OptimizationJob Details Notes and AttachmentsJob Details & AttachmentsEmail to Job ConversionEstimate to work order conversion
Invoicing & Payments4features
Payment ProcessingField payment processingPrice BookPrice bookAutomated Progressive BillingTime Billing & TimesheetsMilestone Or Percentage BillingStage-based invoicing
Customer Communication4features
Client PortalCustomer PortalNotificationsNotificationsEmail IntegrationEmail History (Email Replay) showing status of sent emails (Delivered, Pending, Queued, Opened)SMS MessagingSMS add-on for receipts
Equipment & Asset Management3features
Equipment TrackingEquipment TrackingEquipment Repair HistoryAsset ManagementJob Site Management
Inventory Management2features
Inventory ManagementInventory ManagementPurchase OrdersPurchasing
Reporting & Analytics2features
ReportingJob Productivity ReportingTeam Productivity Reporting
Mobile & Field Tools2features
Offline ModeMobile connectivityTechnician Mobile AppMobile Apps
Estimating & Quoting1feature
Quoting & EstimatesListed as part of the Standard plan.
Fleet & GPS Management1feature
GPS TrackingGPS Tracking
Accounting Integration1feature
Accounts ReceivablePayment record deletion and linking/unlinking from accounting software
AI & Automation1feature
AI Powered Scheduling and Dispatch
Training & Education1feature
Product and Technical Training1-on-1 Product Support
Integrations 4 across 2 categories
Accounting 3
QuickBooks Desktop
QuickBooks Desktop
QuickBooks Online
QuickBooks Online
Sage
Payment Processing 1
Paysafe
Pricing
Per User high confidence
| Tier | Monthly | Annual | Unit |
|---|---|---|---|
| Starter 2 users, 200 customers, 300 job sites, 1 GB data, standard features | $75 | $67.5/mo | flat |
| Standard First 6 users included, up to 50 users, unlimited customers/job sites/data, quotes, work orders, invoicing, scheduling | $210 | $189/mo | flat |
| Premium First 6 users included, unlimited users, inventory, multi-location, purchasing | $330 | $297/mo | flat |
| Enterprise Custom tailored to your trade, size and needs | -- | -- | None |
- Enterprise
- Talk to sales for custom pricing
