General Ledger
A real general ledger, not an export file.
Double-entry accounting sits under every module. Work orders, jobs, purchasing, inventory, and payroll post through rules you configure, so your books are current the moment the work is.
- Chart of accounts with cost centers and control accounts locked against direct posting
- Posting rules that map each subledger's activity to the right accounts
- Journal entries that recur on a schedule or reverse automatically
- Posting approval queue grouped by source, with batch approve or deny
- Period close with password-protected closed periods
- Budgets by account, spread across periods
Accounts Payable
From purchase order to cleared check.
Vendor bills match against what you ordered and what you received, land on the right job, and get paid in a batch by check or ACH.
- Three-way match of vendor invoices to POs and receiving
- Job cost distribution right on the invoice, by category
- Batch pay runs by check or ACH, with early-pay discounts
- Check printing with MICR encoding, plus emailed remittances
- Bank reconciliation with saved history of every reconciliation
- AP dashboard with aging, cash requirements, and captured discounts
Accounts Receivable
Get paid, and see it in the books.
Invoices post the moment a job is invoiced. Card payments from the field or the customer portal reconcile into deposits without a spreadsheet in between.
- Cash receipts applied across open invoices, with prepayments and credits
- Stripe payouts reconciled into your bank deposits
- Customer statements generated in batches
- Retention tracked and released per job
- Sales tax by jurisdiction on every invoice
- AR dashboard with aging, days sales outstanding, and past-due balances
Payroll
Payroll from the same timesheets.
Techs clock in on the mobile app and charge time to the job. That time is what payroll runs from, and what job costing sees. No export to a payroll company.
- Time clock on web and mobile, with location captured at each punch
- Federal tax calculation and FLSA overtime
- Direct deposit with split accounts, plus printed checks
- Pay stubs emailed automatically and available in the Employee Portal
- PTO accruals with policies, carry-over, and overdraft rules
- W-2 and 1099 electronic filing
Spiffs & Commissions
Incentives that pay out on their own.
Set the rules once. ServiSuite earns each spiff or commission from the work order or job, holds it until the customer pays, routes it for approval, and adds it to the next payroll.
- Rule types: flat per unit, percent of sale, percent of gross profit, or tiered by gross profit per man-hour
- Match on products, categories, flat rates, line types, or dynamic charges
- Earned on payment, so you never pay on an uncollected invoice
- Manager approval queue before anything reaches payroll
Also included.
Field-level audit trail
See who changed what on any record, old and new values side by side, plus login history.
120+ built-in reports
Financial statements, aging, payroll, and job reports, plus a custom report builder. Export to PDF or Excel.
Business overview dashboard
Cash, AR, AP, job margin, open work orders, and pipeline on one screen.
Multiple companies
Run separate organizations under one login and switch between them from the top bar.
Postings from the AI assistant
Attach a vendor invoice and the assistant prepares the posting for your review and approval.
Manufacturer rebates
Track rebate-funded discounts as money owed to you, posted to the ledger automatically.