Built-in means built right.
Every feature below is native to ServiSuite. No plugins, no integrations to maintain, no data silos. One platform, complete control.
Get the right tech
to the right job.
A visual dispatch board built for speed. Drag, drop, and assign — with full visibility into technician availability, location, and skill set.
- Drag-and-drop dispatch board with real-time updates
- Real-time technician tracking and status
- Recurring service agreement management
- Capacity planning and workload optimization
Get paid faster
with less friction.
Flexible invoicing that supports flat rate, time & materials, and quoted pricing. AI helps optimize your invoice language. Customers pay through their own portal.
- Flat rate, T&M, and quoted pricing models
- Customizable PDF invoice forms
- Customer payment portal via Stripe
- AI-powered invoice wording optimization
Real accounting.
Not an afterthought.
Full double-entry accounting built directly into the platform. No exporting to QuickBooks, no reconciliation nightmares, no data gaps. Every transaction is tracked from the moment it happens.
- Full general ledger with chart of accounts
- Accounts receivable & accounts payable
- Integrated audit trail on every transaction
- Eliminate QuickBooks entirely
Payroll without
the third party.
Run payroll directly from ServiSuite. Calculate wages from timesheets, handle taxes, file 1099s and W2s electronically. Your employees get their own portal.
- Built-in payroll processing from timesheets
- 1099 and W2 electronic filing
- Employee self-service portal
Job Costing
Track every dollar from contract through closeout with real-time profitability analysis. Know exactly where your money is — before the job is done.
- Actual vs. Estimate (AvE) analysis by cost category
- Change order management with audit trail
- Cost Performance Index (CPI) for live profitability tracking
- Overhead/burden factor allocation
- WIP reporting and earned revenue recognition
- Forecast final cost projection
Works in the field.
Even without signal.
Offline-first iOS and Android apps that keep your techs productive anywhere — basements, rural job sites, or dead zones. Everything syncs when connectivity returns.
- Offline-first on iOS and Android
- Clock in, view jobs, capture signatures & photos
- AI equipment data placard scanning
Service Contracts
Turn one-time service calls into predictable recurring revenue. Manage maintenance agreements, automate checkup scheduling, and track revenue recognition — all without spreadsheets.
- Automated checkup generation on configurable schedules
- Built-in revenue recognition for deferred contract income
- Equipment-linked contracts with warranty tracking
- Contract sales as a native work order line item type
CRM & Sales Pipeline
From first contact to signed contract — no data leaves the system. Track leads, build proposals, and convert to work orders or jobs without re-entering a single field.
- Multi-stage pipeline with configurable quality grades
- Proposal builder with revision history and multiple options
- One-click conversion to work orders or job cost jobs
- Communication log with call, email, and meeting tracking
Flat-Rate Pricing
Stop losing margin to inconsistent quoting. Built-in flat-rate pricing with multiple tiers means every tech quotes the same price, every time — no separate pricebook app required.
- Multiple pricing tiers: Primary, Preferred, After Hours, Additional
- Native to every work order — no third-party pricebook
- Material, labor, and flat-rate line item types on one invoice
- Consistent pricing across your entire technician team
Equipment Tracking
Every unit at every customer site — tracked, serialized, and linked to its full service history. Know what's installed, what's under warranty, and what's due for maintenance.
- Serialized tracking with full lifecycle visibility
- Warranty expiration tracking and alerts
- Complete maintenance and service history per unit
- AI-powered data placard scanning from mobile
Inventory Management
From warehouse shelves to truck stock — know exactly what you have, where it is, and when to reorder. No more emergency supply runs or surprise stockouts.
- Reserve and pick allocation for accurate availability
- Truck stock management for field technicians
- Automatic replenishment rules with reorder suggestions
- Multi-location tracking with building/warehouse hierarchy
- Inventory count management with variance tracking
Plus everything else.
Reporting & Dashboards
- 50+ built-in reports across all modules
- Custom report builder with parameter-driven filtering
- Real-time dashboards — no batch processing delays
- Excel, CSV, and PDF export with role-based sharing
Customization & Permissions
- Custom fields on all entities
- Advanced RBAC permissions
- Customizable PDF forms
- Configurable workflows
Integrations
- Stripe (payments)
- RingCentral (communications)
- Ask the Seal (compliance)
- Podium (reviews & messaging)