ServSuite Reviews & Pricing

Key Features

• Activity Dashboard: Access a customizable, visual drag-and-drop widget-based dashboard to quickly access, monitor and analyze business-critical information. Check work orders, job statuses, job progress, client information, financial figures, scheduled alerts and activity reminders at a glance. 
• Alerts and Notifications: Send real-time updates to field staff about work order allocation, route changes and any other specifications related to the job. Communicate with customers through email and SMS at all stages of the service cycle to ensure there are no information gaps. 
• Billing and Invoicing: Create and share customizable individual or group invoices using pre-built templates. Track sent invoices for timely payments and follow-up on past due invoices. 
• Contract Management: Create and maintain contracts and agreements with customers and vendors to establish deliverables and terms of service while ensuring smooth service delivery. 
• Customer Management: Manage a central database of all customers with details including address, phone numbers, email ID and more to aid communication and improve customer satisfaction. 
• Customer Portal: Let customers submit work order requests, view open jobs, access invoices and pay bills through a branded self-service portal. 
• Customer Service History: Maintain and access service history records for each customer along with details like address, order requests, resources used, photos and invoices. 
• Inventory Management: Accurately track fleet and inventory metrics like products, equipment counts, usage, returns to vendors and returns from customers. Check, update and adjust inventory in real time with GPS tracking. 
• Marketing Management: Engage leads and customers using customizable mass mailing and print-to-mail features. Customize mailing campaigns for different target audiences while personalizing content for each target group. 
• Quotes and Estimates: Create customizable and brandable quotes and estimates. Share with third-party vendors and customers through email and SMS. Track sent quotes and estimates through follow-up notifications. 
• Reporting and Analytics: Access business critical operational and financial reports to monitor key performance indicators and explore the scope for further optimization. 
• Scheduling, Dispatch and Routing: Schedule one-time and recurring work orders in a color-coded drag-and-drop calendar. Use search and filter options to view and segregate tasks by their status, location and assigned field technician. Assign and dispatch technicians to job locations based on their skills, availability and location. Notify technicians of assigned jobs along with optimized route and task details. 

•  Poor customer support. 
•  Mobile application is not stable and keeps crashing. 
•  Invoices are not customizable. 
•  Reports are sometimes erroneous with data duplicity. 

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