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 6.5
Features 7.0
Support 6.0
Value 6.0
Integrations 8.0
AI Capabilities 3.0
Customer Reviews
Features
41 features confirmed across
14categories· Showing confirmed capabilities only
Platform & Customization7features
Data ImportConfigure imports to specific accountsBulk Record Update And DeleteChange Log for New Features and Bug FixesFeature Request Page For User SuggestionsScheduling And Dispatch IntegrationDocument ManagementLink notes and photos to customers, sites, work orders, or equipmentRole-Based Access ControlCustomizable user roles and permissions
CRM & Sales5features
CRMCustomer and Site Data ManagementContract ManagementContract managementMaintenance Agreement ManagerPreventative Maintenance ProgramsCustomer Onboarding
Scheduling & Dispatch4features
DispatchingDrag and drop work orders between technicians without opening the work orderSchedulingSchedule groups of people at a timeWork OrdersRestrict users' check ins to one work order at a timeRecurring Job Scheduling
Invoicing & Payments4features
Payment ProcessingField payment processingInvoicingQuote and Invoice category deactivation/reactivationPrice BookPrice bookMilestone Or Percentage Billing
Technician Management4features
ChecklistsChecklistsCheck In/Check Out ProcessTime TrackingTime tracking with Check In/Check Out processOnboardingWhite Glove Onboarding
Customer Communication3features
NotificationsAutomated Client NotificationsEmail 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 ManagementUnit History Link to see where a specific unit or equipment has been used
Accounting Integration3features
Job CostingJob CostingAccounting IntegrationCustomer synchronization to accounting softwareAccounts ReceivablePayment record deletion and linking/unlinking from accounting software
Inventory Management2features
Inventory ManagementInventory ManagementPurchase OrdersPurchasing
Mobile & Field Tools2features
Technician Mobile AppLink Notes And Photos To Customers, Sites, Work Orders, Or Equipment
Estimating & Quoting1feature
Quoting & EstimatesQuote to work order to invoice conversion
Fleet & GPS Management1feature
GPS TrackingGPS Tracking
Reporting & Analytics1feature
ReportingComprehensive reporting combining financial and job data
AI & Automation1feature
AI Powered Scheduling and Dispatch
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
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