Client Management

ServMan gives you access to virtually everything you need directly from the client record.
This client-centric approach makes ServMan software intuitive and easy to use.

• Unlimited location accounts with complete retention of service and contact histories
• Create customer specific price books for the ultimate in price control
• Unlimited contacts per location with editable contact and address information for each contact.
• Flag contacts as Primary Billing or Account Contact for streamlined reporting and automated correspondence.
• Configure contacts for billing methods including E-mail, Fax or Print.
• Progressive searches using a user configurable list format
• Enhanced searches using key-word or numerical characters
• User definable indexes and screens for custom searches
• Track customer equipment complete with warranty and service histories
• Searchable notes with alarms to any user.
• Easy access to AR detail, service contracts, quotes, orders and invoices directly from the client screen.
• Customizable areas allowing you to customize both primary and secondary screens, and create new screens and controls.
• Add new locations, quotes, orders, invoices, contracts, etc., directly from the client screen
• Add new clients “on the fly” when entering orders
• Require Purchase Orders for accounts
• Optionally have new accounts created on hold. Automatically Email notifications to designated personnel upon the creation of new accounts.
• Track and report marketing sources for new accounts or orders
• Assign default Technician to an account
• View accounts by Branch or Department. Optionally limit access to accounts by Branch.
• Establish and maintain records for both clients and prospects