Everything in ServiSuite.
Every feature below is native to ServiSuite and shares one database. No plugins, no sync jobs, no second login.
Field Service & Dispatch →
Dispatch board, route optimization, work orders, service contracts, and equipment.
- Drag-and-drop board with sales appointments and time off
- Optimize routes and suggest technicians by skill and drive time
- Maintenance agreements with automatic checkups and billing
Accounting & Payroll →
General ledger, AP, AR, and payroll in the same system as your field work.
- Posting rules, approval queue, and period close
- Check printing, ACH, and bank reconciliation
- Payroll from timesheets, plus automatic spiffs and commissions
AI Assistant →
Ask questions about your business and have paperwork prepared for posting.
- Interactive grids built from your live data
- Vendor invoices read and prepared for your approval
- Call summaries, data plate scanning, and polished work descriptions
Customer Experience →
A portal, online booking, texting, and phones, tied to the customer record.
- Branded portal for payments, appointments, and agreements
- Online booking with a dispatcher review queue
- Two-way texting and RingCentral with call-to-revenue reports
CRM & Sales →
From first call to signed work, without re-entering anything.
- Leads and a staged pipeline with quality grades
- Proposals with templates, multiple options, and revision history that convert to work orders
- Lead sources, campaigns, and a CRM dashboard
Inventory & Purchasing →
Perpetual inventory from the warehouse to every truck.
- Truck stock replenishment with min/max rules
- POs, receiving, drop-ship, and vendor returns
- Serialized products, pallets, labels, and cycle counts
Job Costing →
Estimate vs. actual, progress billing, and WIP from the same ledger.
- Labor, materials, and vendor costs posted as they happen
- Schedule of values with AIA-style pay applications
- Retention, change orders, and guided job close
Mobile App →
An offline-first technician app for iOS and Android.
- Invoicing, proposals, forms, and signatures without signal
- Barcode and data plate scanning
- Card payments and a time clock tied to the job
Administration
Set ServiSuite up the way your company runs.
- Custom fields, form templates, and fillable PDFs
- Custom numbering for work orders, invoices, and 20+ record types
- Multiple companies, your branding on documents, and data import
Switching to ServiSuite →
We handle the move with you.
- Data migration from your current systems
- Live training for office staff and field techs
- Support from people who know the trades, with updates included
Reporting
Reports & dashboards
Because everything lives in one database, a report can join work orders, costs, and payroll without an export.
- 120+ built-in reports across every module
- Custom report builder with filters, grouping, and totals
- Business overview dashboard across cash, AR, AP, jobs, and service
- Module dashboards for service, CRM, AP, AR, inventory, and job costing
- A home screen you build from favorites, saved grids, and live widgets
- Export to PDF, Excel, or CSV, and share reports by role
Security
Security, permissions & audit
Decide who sees what, down to the field, and see exactly who changed what.
- Roles with create, read, update, and delete rights per record type
- Field-level permissions to hide or lock individual fields
- Audit trail with field-level history, user activity, and login history
- Attachment visibility by role, so sensitive documents stay in the office
- Posting approvals before entries reach the ledger
- Session management to see and end active sessions
Integrations
Integrations & API
Accounting, payroll, and texting are built in, so the integrations you do need are few and deep.
- Stripe for card payments in the field and the portal, with payout reconciliation
- RingCentral for screen pops, click to dial, recordings, and call tracking
- Texting on a company number we set up and register for you
- Podium and Ask the Seal for reviews and reputation
- REST API with scoped, revocable tokens for BI and custom tools
- ACH files and check printing for payroll and payables