Software · Canada · Head-to-head
Method:CRM vs ServiceBox
Two Canada software options, compared side by side for Canada trades.
Which should you choose?
Method:CRM and ServiceBox are both Tier S: our check found each one's prices published on its own website, so you can compare their costs before talking to sales. The tier is not a quality ranking: weigh the pros, cons, pricing and Canada-specific notes below against your trade and region.
Method:CRM
Tier S · Published pricesToronto-based CRM with a real-time, two-way QuickBooks sync, plus a separate CRM for Xero users
Method:CRM is made by Method Integration, whose careers page places its office in downtown Toronto. It is a customizable CRM built around what Method calls a real-time, two-way sync with QuickBooks Online and QuickBooks Desktop, with a separate version for Xero, and covers leads, estimates, customer portals, work orders and workflow automation. Scheduling and dispatch for field crews are sold separately as Method:Field Services. Method says more than 18,000 users rely on it.
Pros
- + Real-time, two-way sync with QuickBooks Online and Desktop, and a separate Xero version
- + Canadian customers are billed in CAD
- + Customizable fields, templates and workflows
- + 10-day free trial with no credit card
Cons
- − Per-user pricing ($35 to $97 per user a month) grows with headcount
- − Crew scheduling and dispatch is a separate Method:Field Services product with its own licenses
- − A general small-business CRM, not built only for trades, so it needs setup for your workflow
- − CAD amounts are not shown on the pricing page
Canada note
Method Integration's office is in downtown Toronto, and its pricing page says Canadian customers are billed in CAD while all other customers are billed in USD. The listed prices are shown in US dollars only.
ServiceBox
Tier S · Published pricesField service management software from Regina, Saskatchewan, for commercial HVAC, plumbing, electrical and multi-trade contractors
ServiceBox is field service management software run by Jobbox Software, whose terms give an address in Regina, Saskatchewan. It covers customer, site and equipment records, scheduling and dispatch, mobile work orders with an offline mode, timesheets, preventive maintenance, quoting and invoicing, and on the Premium plan vendor orders, inventory and multi-location operations. It targets commercial HVAC, plumbing and mechanical, electrical, refrigeration, fire and life-safety and industrial maintenance contractors.
Pros
- + Run from Regina, Saskatchewan (Jobbox Software)
- + Integrates with Sage 50 Canada, QuickBooks Online and QuickBooks Desktop
- + Published plan prices, with 10% off for annual billing
- + Work orders, dispatch, timesheets, preventive maintenance and invoicing, with an offline mobile mode
Cons
- − Standard and Premium start at six licensed users; the $75 Starter option is only for qualifying two-user operations
- − Vendor orders, inventory and multi-location need the $330 Premium plan
- − The pricing page does not label the currency of its prices or list the cost of users beyond six
- − Onboarding scope and cost are confirmed with sales, not published
Canada note
ServiceBox describes itself as Built For Canada and is run by Jobbox Software from Regina, Saskatchewan. It integrates with Sage 50 Canada as well as QuickBooks Online and QuickBooks Desktop, and its pricing page says Canadian customers are billed in local currency.
More Canada options
See all Canada software vendors and the rest of the Canada directory.