Planner

Optimised scheduling for %%less gaps%% in your calendar

Getting the right staff in the right place on time is difficult without the right platform. We remove all the blind spots and guesswork.
Drag and drop for simple scheduling
Drag and drop capability is quick and easy-to-use and gives you complete control managing jobs and staff.
Visibility of your operations
No more business blind spots or costly surprises with complete transparency of your scheduling needs, whether you are in the office or out on the road.
Better service = happy customers
Streamlined scheduling processes mean fewer double ups, less mix ups, greater first-time fix rates and better communication with your customers.
Features

All the features you expect and more

Take control and work smarter with a full set of features to help you manage your daily service operations.

View your jobs by status

Use the planner to quickly action any jobs or visits that require your attention.

Easily reschedule visits

When things change, the Planner easily allows you to reschedule recurring work.

Create and save filters

Easily create Planner filters allow you to zoom in and see only the jobs you want.

More details when you need them

Directly jump into the job details from the Planner. See all the job information in one place including any data collected in the field.
Support

FAQs

Here are some of the most commonly asked questions about the Planner. Can’t find the answer you’re looking for? Please chat to our team.
Get in touch
Who is Servis for?

Servis is built for trades service businesses in the plumbing, electrical, cleaning, HVAC, fire protection, property services industries and many more.

Does Servis have an app?

Yes, you can download it from the App Store or Google Play.

Can I import my data?

Yes you can! Import, customers, billable items and more.

What does Servis do?

Servis is a software platform designed for trades services that simplifies, streamlines and automates many of your paper-based and manual tasks when quoting, managing and invoicing jobs. It helps you win more jobs, manage your staff and get paid faster.

How do I get started?

Simple, click here and sign up for a 30-day free trial. No credit card required. No hidden costs. In minutes you can be using the software and experiencing a better way of managing your business.

Is there a free trial available?

There sure is! Click here and sign up for a 30-day free trial.

Get started for free in 5 minutes

30-day free trial
Self-guided onboarding
Access to all features
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