Servu

Servu is a field service management platform designed to streamline and optimize business operations for various industries. According to the vendor, it offers features such as job scheduling, asset management, GPS tracking, SMS messaging, quoting and invoicing, customer relationship management, and more. The platform is scalable and can be customized to fit the needs of businesses of all sizes, from small businesses to large enterprises. Professions and industries such as cleaners, counselling & therapy, electricians, HVAC, plumbing & heating, and more can reportedly benefit from the capabilities of Servu.

Key Features

Customer Management: According to the vendor, Servu allows businesses to automate communications with email and SMS messaging, keep track of customer data and interactions, and easily manage customer relationships.

Drag & Drop Scheduler: Servu reportedly enables businesses to schedule and assign activities to team members, view and manage upcoming tasks and appointments, and customize the calendar with color coding and filters.

Form Builder: According to the vendor, Servu allows businesses to create and manage custom forms for various processes, collect relevant data, images, and signatures, and attach forms to activities to track outcomes.

GPS Tracking: Servu reportedly provides businesses with real-time location updates of team members, enabling efficient routing of work based on their current location. The vendor claims that incoming jobs can be assigned to the closest team member on the map.

Reporting & Analytics: According to the vendor, Servu allows businesses to view key business metrics and performance at a glance, monitor staff sales, client retention, and rebooking metrics, and generate reports to gain insights into their operations.

Quoting & Invoicing: Servu reportedly enables businesses to create quotes and invoices easily, request approvals and accept deposits, and track the status of invoices sent, paid, and past due.

SMS & Email Messaging: According to the vendor, Servu allows businesses to automate booking confirmations and updates, manage conversations with customers through personalized messages, and set up automated reminders and review invitations.

Accounts Integration: Servu can reportedly be linked with existing accounts software, allowing businesses to import invoice and credit transactions effortlessly and eliminate duplicate data entry for streamlined invoicing.

Integrated with your favorite tools: According to the vendor, Servu can be connected with over 2,000 integrations via Zapier, enabling businesses to integrate with leading platform providers in various industries and automate workflows to improve efficiency.