ServMan has more industry-specific features than any service enterprise management system available on the
ServMan is a true single-source ERP system with its own powerful accounting system. The Gartner Group emphasizes
the importance of full financial insight to a business with this conclusion from their research, “A 5 % reduction
in operating costs has the same P&L impact as a 30% increase in sales”. It is critical to have true and accurate
cost reporting for all aspects of the business. Without a fully integrated financial solution, order and invoice
metrics are, at best, top line revenue counts with best-guess referential costing.
In addition to very robust Accounting and Material management capabilities,
ServMan offers many industry-specific automation tools and modules.
ServMan provides a full customer journey experience that includes expedited call tracking and processing
with integrated phone pops and campaign tracking, speed tools for common actions to minimize call times for high
volume call types, and sophisticated scheduling tools for “Capacity” and “Just in time” scheduling. Customer loyalty
tracking programs are also provided to encourage repeat business from your clients. The customer journey also includes
integrated campaign management with “interactive” voice, email and text messaging capabilities.
ServMan also offers a dedicated module for managing all aspects of Preventative Maintenance. The best practice
workflows inherent in the module dramatically improve efficiency and control of this key business area.
Our Job & Project tools provide full management for any size installation or remodeling project, including flexible billing
methods, direct purchasing to the job, deferred revenue management, robust job cost reporting, retainage management
for both AR and AP, and many other features. Unlimited warranty programs and tracking capabilities are included in
ServMan with the ability to “track and stack” multiple warranties, track cost against warranty plans, and
view all warranties by system in the office or on mobile.
Batch billing and scripted reviews for mass invoice updates are provided to maximize billing efficiency. Sophisticated
purchasing tools are also provided, including full multi-vendor requisitioning, multi-warehouse purchasing with full
EDI capabilities for paperless purchasing and receiving, and, much, much more.
Client-based web portals are available for customer self-service with incredible “out of the box” functionality, and
Business Intelligence Dashboard solutions are offered for real-time analytics and insight into your operations from
any mobile device or web browser.
ServMan Mobile solution provides the competitive advantage of a paperless work order management system that
accelerates your revenue cycle, improves billing accuracy and increases field technician efficiency. Unlike our competitors,
ServMan Mobile uses store-forward technology which allows your techs and salespersons to work disconnected
from the internet, as a continuous signal is not required!
But more importantly, like everything else in
ServMan, our architecture supports the ability to quickly adapt even these web portals and mobile solutions
to continue meet your company's specific and changing environment.
The user experience in
ServMan is designed for easy access to the tools and information needed for achieving your business goals.
The software supports user specific navigators for role-based smart views and workflows. Users can be automatically
directed to a specific workflow based on their role.
ServMan is fully integrated with Crystal Reports allowing full drill down to detail from financial statements,
job cost reports, aging reports and others; you can drill all the way down to the specific document and transaction
the feeds the report! This capability can only be found when using a fully integrated ERP! We maintain over 170 standard
reports in the application. Our
ServMan University offers Crystal Reports training classes if you want to create your own custom reports,
or we can develop custom reports for you per specification. Either way, custom reports automatically show up as securable
in the application allowing you to control who has access!
In addition to strong Crystal reporting,
ServMan offers SQL reporting options and robust Business Intelligence Dash Boarding solutions for your organization.
And just like
ServMan, because one size does NOT fit all, Dash Boards are fully customizable.
The software’s framework features robust support for 3rd party integrations, and we have standard integrations with Avalara
for Sales and Use tax management, Payroll integrations with ADP, Paychex and Others, Cydne for Postal Address verification,
Payzer for PCI compliant payment processing, Mailchimp, Survey Monkey and Campaign Monitor for customer journey and
marketing communications, Verizon Connect for GPS tracking, and more.