ServMan

What is ServMan?

ServMan is a field service management ERP designed specifically for industries like HVAC, plumbing, electrical, and appliance repair. It delivers end-to-end operational support - covering field scheduling, real-time inventory, work-order processing, contract management, billing, and financials. Accessible via desktop, tablet, or mobile app, it supports both cloud and on-prem installations.

What are the advantages of ServMan?

• Purpose-built for field services: Handles field technician operations - from mobile job tickets to parts tracking - without redundant office steps.
• Drag‑&‑drop dispatching: Auto-scheduling based on technician availability and capacity ensures jobs are matched to the right resource.
• Accurate job costing & billing: Real-time tracking of labor, materials, and contracts, offering faster invoicing and improved margins.
• Reliable mobile access: The mobile app syncs even in low-connectivity areas, enabling field entries to auto-update once online.
• Robust integrations & analytics: Connects easily with ERPs/CRMs, GPS tracking, and supports dashboards and reporting for profitability analysis.

What are the general functions of ServMan?

• Scheduling & Dispatch: Calendar-based, capacity-aware scheduling with auto-assignment
• Work Order & Field Ops: Mobile work orders, time tracking, field invoicing, photo/document uploads
• Inventory Management: Real-time parts tracking, reorder automation, mobile warehouse control
• Accounting & Contracts: Integrated GL, AP/AR, contract pricing, recurring invoicing
• CRM & Customer Engagement: Call/SMS confirmations, survey automation, client communication logs
• Reporting & Business Intelligence: KPIs, route tracking, job profitability, dashboard insights
• Mobile App & Offline Sync: Field app for iOS/Android that syncs automatically when online
• Add-on Modules: Includes time clock/payroll, surveying tools, web portal, and custom workflow IDE