Industries

Route-Based Businesses
ServMan Software is the ideal solution for Route-Based Businesses such as vending companies, delivery services, pest control, coffee and water services, street sweeping, janitorial & maid services, landscape services, and other property maintenance businesses that generally operate repetitive service routes. Creating routes and managing recurring maintenance, ad-hoc service calls, warranties, and employee schedules and productivity is simple with ServMan.

The list below contains just a few ServMan features that route-based businesses find most beneficial to their operations:

• Auto Route – Automatically create and optimize employee work routes to minimize travel time and expense…and more!
• Work Order Management – Create work orders with a single click, insert orders into existing routes or automatically build new routes from unscheduled orders!
• Contract Management - Automate the scheduling of recurring service visits and recurring invoicing.
• Scheduling – Easy drag-and-drop graphical employee scheduling, plus auto-schedule orders based on technician skill sets, availability, proximity to client, and customer service windows.
• Client Management – Establish and maintain records for both clients and prospects with one-click access to complete account information including service history, order status, payment history and more!
• Billing – Multiple locations can be billed to a single billing account.
• Service Histories - Click and view complete service history and warranty information for each client location.
• ServMan Mobile – The optional ServMan Mobile integrates with ServMan enterprise to provide paperless work order management. This allows your field workers to log time and materials, take payments, capture customer signatures, and even create new orders and quotes on site!
• ServMan Web – The optional ServMan Web allows your clients to place service orders over the Internet, check the status of their orders and view their account histories online!
• Call Escalation – ServMan’s optional Call Escalation Module allows you to automatically monitor orders and escalate their handling when the scheduled time or service window on a route is missed.

ServMan provides an "off the shelf" solution that includes all of these capabilities and more—integrated with a powerful general ledger accounting system—making ServMan the perfect enterprise solution for route-based companies. Request a live demonstration today and experience first hand why companies nationwide are choosing ServMan Software as the tool of choice for managing their enterprise.

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Residential Service Companies

ServMan Software is the ideal enterprise solution for Residential Service Companies. Managing maintenance contracts, emergency repair calls, warranties, and employee schedules and productivity is simple with ServMan.

The list below contains just a few ServMan features that our residential service clients find most beneficial to their operations:

• Client Management – Establish and maintain records for both clients and prospects with one-click access to complete account information including service history, order status, payment history and more!
• Scheduling – Easy drag-and-drop graphical employee scheduling, plus auto-schedule orders based on technician skill sets, availability, location and customer service windows.
• Auto Route – Automatically create and optimize employee service routes to minimize travel time and expense…and more!
• Order & Contract Management – Create work orders for emergency repairs with a single click, and automate the scheduling of recurring service visits for your contract maintenance agreements.
• Equipment Service Histories - View installed or sold equipment as well as components. Single click and view complete service history and warranty information on equipment.
• Maintenance Tasking – Link service task lists to equipment including required inventory items and necessary skill sets, and automatically create service orders detailing the equipment, task and inventory requirements necessary to complete the service. Great for managing the seasonal servicing of client HVAC systems!
• ServMan Mobile – The optional ServMan Mobile integrates with ServMan enterprise to provide paperless work order management. This allows your field workers to log time and materials, take payments, capture customer signatures, and even create new orders and quotes on site!
• ServMan Web – The optional ServMan Web allows your clients to place service orders over the Internet, check the status of their orders and view their equipment service histories online!
• Call Escalation – ServMan’s optional Call Escalation Module allows you to automatically monitor orders and escalate their handling when the scheduled time or service window is missed.

ServMan provides an "off the shelf" solution that includes all of these capabilities and more—integrated with a powerful general ledger accounting system—making ServMan the perfect enterprise solution for the large or small residential service business. Request a live demonstration today and experience first hand why residential service companies nationwide are choosing ServMan Software as the tool of choice for managing their enterprise.

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Commercial & Industrial Service Companies

ServMan understands the unique requirements of Commercial and Industrial Service Companies. For example, a commercial HVAC contractor requires more robust accounting and job costing capabilities than does the typical residential contractor. Projects are typically larger and often involve extended periods of time requiring periodic budgeting and progress billing. Often, the commercial service contractor must manage extensive maintenance agreements with complex task lists that vary visit by visit, all the while tracking the specific material requirements for each task.

The list below contains just a few ServMan features that our commercial and industrial clients find most beneficial to their operations:

• Job Costing & Project Management - Manage your large projects with phase tracking, progress billing, cost variance reporting, and more. View all time logged to projects, purchases, orders, invoices and more all within a single mouse click.
• Equipment Service Histories - View installed or sold equipment as well as components. Single click and view a complete service history and warranty information on equipment.
• Maintenance Tasking – Link service task lists to equipment including required inventory items and necessary skill sets, and automatically create service orders detailing the equipment, task and inventory requirements necessary to complete the service.
• Recurring Order Management – Automate the scheduling of service visits for regular maintenance agreements.
• Vendor Catalogs - Download vendor catalogs for instant access and price comparisons for quoting.
• Scheduling - Graphical scheduling of employees, schedule multiple employees over multiple days on a single work order, view complete employee time utilization reporting, and more.
• ServMan Mobile – Optional ServMan Mobile integrates with ServMan enterprise to provide paperless work order management. This allows your field workers to log time and equipment at the job site and transmit completed orders back to the office instantaneously for invoicing.
• ServMan Web – Optional ServMan Web allows your commercial clients to place service orders over the Internet, check the status of their orders and view their equipment service histories online!
• Call Escalation – ServMan’s optional Call Escalation Module allows you to automatically monitor orders and escalate their handling when the scheduled time or service window is missed.

ServMan provides an "off the shelf" solution that includes all of these capabilities and more—integrated with a powerful general ledger accounting system—making ServMan the perfect enterprise solution for the large or small commercial or industrial service company. Request a live demonstration today and experience first hand why businesses nationwide are choosing ServMan Software as the tool of choice for managing their enterprise.

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Technical Equipment & Service Companies

ServMan understands the unique requirements of Technical Equipment and Service Companies, so we offer an "out of the box" enterprise solution that will immediately let you take control of your business.

The list below contains just a few ServMan features that our High-Technology and Communication Equipment and Service clients find most beneficial to their operations:

• Client Management – Establish and maintain records for both clients and prospects with one-click access to complete account information including service history, order status, payment history and more!
• Order & Contract Management – Create work orders for emergency service with a single click, and automate the scheduling of recurring service visits for your system maintenance agreements.
• Time Block Agreements - Sell prepaid blocks of time and let ServMan software track remaining time on agreement.
• Time Billing - Log time to projects and let ServMan's time billing module automatically create your invoices based on project specific pricing.
• Equipment Service Histories - View installed or sold equipment as well as components. Single click and view complete service history on equipment.
• Integrated Help Desk - Build an interactive help desk from work orders allowing text based searches for complaints and resolutions.
• Product Research - Link URL's to Inventory and Non-Inventory items for quick research during quoting.
• Product Literature - Link PDF documents to Stock and Non-Stock items, and automatically print associated documents when quoting.
• Vendor Catalogs - Download vendor catalogs for instant access and price comparisons for quoting.
• Quoting Module - A complete quote solution with links to vendor catalogs, product literature. Copy, Paste, Insert capability in addition to subtotals and notes on quotes.
• Scheduling – Easy drag-and-drop graphical employee scheduling with guaranteed response management, auto-schedule orders based on technician skill sets, availability, location and customer service windows.
• Auto Route – Automatically create and optimize employee service routes to minimize travel time and expense…and more!
• Job Costing & Project Management - Manage your large projects with phase tracking, progress billing, cost variance reporting, and more. View all time logged to projects, purchases, orders, invoices and more—all within a single mouse click.
• ServMan Mobile – The optional ServMan Mobile integrates with ServMan enterprise to provide paperless work order management. This allows your technicians to log time and equipment at the job site, capture client signatures and transmit completed orders back to the office instantaneously for invoicing.
• ServMan Web – The optional ServMan Web allows your clients to place service orders over the Internet, check the status of their orders and view their equipment service histories online!
• Call Escalation – ServMan’s optional Call Escalation Module allows you to automatically monitor orders and escalate their handling when the scheduled time or service window is missed.

ServMan provides an "off the shelf" solution that includes all of these capabilities and more—integrated with a powerful general ledger accounting system—making ServMan the perfect enterprise solution for information technology and communication companies. Request a live demonstration today and experience first hand why technology equipment and service companies nationwide are choosing ServMan Software as the tool of choice for managing their enterprise.

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Residential and Commercial Building Contractors

ServMan Software is the ideal solution for Residential and Commercial Building Contractors. Managing new construction projects, emergency repair calls, warranties, job costing, and employee schedules and productivity is simple with ServMan.

The list below contains just a few ServMan features that our contractor clients find most beneficial to their operations:

• Client Management – Establish and maintain records for both clients and prospects with one-click access to complete account information including service history, order status, payment history and more! Client locations are even searchable by Lot and Block numbers!
• Billing – Multiple locations can be billed to a single billing account or general contractor.
• Scheduling – Easy drag-and-drop graphical employee scheduling, plus auto-schedule orders based on technician skill sets, availability, location and customer service windows.
• Auto Route – Automatically create and optimize employee work routes to minimize travel time and expense…and more!
• Work Order Management – Create work orders for emergency repairs with a single click, and assign installation orders to either individual workers or multi-person work crews over multiple days.
• Warranty Histories - View installed or sold equipment as well as components. Single click and view complete service history and warranty information on equipment.
• Job Costing & Project Management - Manage your projects with phase tracking, progress billing, cost variance reporting, and more. View all time logged to projects, purchases, orders, invoices and more all within a single mouse click.
• ServMan Mobile – The optional ServMan Mobile integrates with ServMan enterprise to provide paperless work order management. This allows your field workers to log time and materials, take payments, capture customer signatures, and even create new orders and quotes on site!
• ServMan Web – The optional ServMan Web allows your clients to place service orders over the Internet, check the status of their orders and view their account histories online!
• Call Escalation – ServMan’s optional Call Escalation Module allows you to automatically monitor orders and escalate their handling when the scheduled time or service window is missed.

ServMan provides an "off the shelf" solution that includes all of these capabilities and more—integrated with a powerful general ledger accounting system—making ServMan the perfect enterprise solution for the residential or commercial building contractor. Request a live demonstration today and experience first hand why contractors nationwide are choosing ServMan Software as their tool of choice for managing their business.

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Call Center Operations

ServMan understands the unique requirements of a Call Center in taking customer calls and scheduling resources, so we offer an "out of the box" enterprise solution that will immediately let you take control of your business.

The list below contains just a few ServMan features that Call Centers find most beneficial to their operations:

• Call Wizards – ServMan’s proprietary LC^TM customization tools can be used to create menu-driven wizards that streamline the call-taking process. Operators simply follow the on-screen prompts and scripts to input service orders or sales appointments. ServMan Auto Scheduling does the rest!
• Auto Scheduling – With ServMan’s Auto-Schedule feature, the call center operator doesn’t need to know anything about a company’s available technicians to schedule their work. After taking a service request, ServMan automatically schedules the order based on technician skill sets, availability, proximity to client, and customer service windows.
• Client Management – Client and prospect records are always at the operator’s fingertips with one-click access to complete account information including service history, order status, payment history and more!
• Order & Contract Management – Operators can create work orders for emergency service with a single click, and automate the scheduling of recurring service visits for system maintenance agreements.
• Warranty and Equipment Service Histories - View installed or sold equipment as well as components. Single click and view complete warranty and service history information on equipment.
• Integrated Help Desk – An interactive help desk can be built from past work orders, which allows operators to do text based searches for complaints and resolutions when calls are received.
• Call Escalation – ServMan’s optional Call Escalation Module allows you to automatically monitor orders and escalate their handling when the scheduled time or service window on a route is missed.
• Billing – Multiple locations or companies can be billed to a single billing account, so call centers can provide centralized services for franchises or multi-location clients without any accounting headaches.

ServMan provides an "off the shelf" solution that includes all of these capabilities and more—integrated with a powerful general ledger accounting system—making ServMan the perfect enterprise solution for call centers. Request a live demonstration today and experience first hand why call centers nationwide are choosing ServMan Software as the tool of choice for managing their business.

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Distributors

ServMan understands the unique requirements of distributors to manage inventory and build the most efficient delivery routes, so we offer an "out of the box" enterprise solution that will immediately let you take control of your business.

The list below contains just a few ServMan features that distributors find most beneficial to their operations:

• Client Management – Establish and maintain records for both clients and prospects with one-click access to complete account information
• Inventory Management - ServMan provides a powerful and easy-to-use Inventory Management solution that allows you to track multiple warehouses, truck inventories, job-site inventories and more. ServMan’s features include a full range of specializations for the labor-intensive organization including:
  • Single click options to view all orders reserving items, warehouse balances, inventory adjustment logs, item cost table, purchase history and more
  • Unlimited description on items that include the ability to link digital attachments like spec sheets for single click reference or sales documentation
  • Assemblies for stocking kits or manufactured goods
  • Serialized inventory allowing you to capture serial numbers at various stages in the receiving and sales process. View aged inventory and search by serial number.
  • Warehouse Transfers
  • Physical Inventory posting options for rapid entry
  • Alias items allowing you to sell a stock a item using an alias item code and description
  • Unlimited conversion codes and sales units allowing you to purchase, stock or sell by varying units
  • Manufacturer codes, lead times, preferred vendors, minimum and maximum stocking levels for items
  • Primary and Sub Categories for simplified item classifications
  • Vendor Price Books allowing you to maintain vendor specific item information and pricing
  • UPC Code and Full Bar Code Support
• Wireless Warehouse - The optional ServMan Wireless Warehouse Module enables inventory management via a wireless hand-held device. Using a wireless Pocket PC device with scanner, operators can perform a number of inventory transactions including picking orders, posting orders, returns to stock, warehouse transfers, receiving purchase orders, printing item labels and more.
• Auto Route – Automatically create and optimize distribution routes to minimize travel time and expense.
• Billing – Multiple ship-to locations can be billed to a single billing account. ServMan also allows electronic billing via email or fax, and processes credit card payments and ACH transfers.
• ServMan Web – The optional ServMan Web allows your clients to place orders over the Internet and check the status of their orders online!

ServMan provides an "off the shelf" solution that includes all of these capabilities and more—integrated with a powerful general ledger accounting system—making ServMan the perfect enterprise solution for distributors. Request a live demonstration today and experience first hand why distributors nationwide are choosing ServMan Software as the tool of choice for managing their business.

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