Account setup & configuration
Learn how to configure the system to suit your business. Add your customers. Define your own own job types and services that your company provides.
Managing Users
Invite your team members to the system. Control access with defined roles for all staff whether field, office, finance, or management.
Working with Jobs
Manage work to be completed in the field. Create both one-off jobs for ad-hoc work, and recurring jobs with custom frequencies and seasonal schedules
Quotes & Invoices
Raise quotes for new and existing customers, set validity periods, include services & materials. Convert to a job, and invoice the customer when done
Integrations
Connect Servis to Xero, MYOB, QuickBooks, and Stripe to streamline invoicing, reconciliation, and accepting payments.
