Quotes

Convert more customers and spend %%less time%% doing it.

Generate fast, professional and accurate quotes. All stored in a central hub for easy access and timely follow-up.
Quick Quotes
Sick of doing the same quote over and over again? Cutting and pasting information from previous quotes?
Never misplace a quote again
Lost quotes can mean lost business. All your quotes in an easy-to-access hub mean timely follow-up and more wins.
Greater transparency
Means fewer nasty surprises! See all costs associated with each job and adjust rates with the click of a button.
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.

Track your progress

Quickly create a quote and send it to your customer for online approval. Follow the progress of the quote from Draft, to Sent, to approved by customer and then finally converted to a Job.

Add notes & attachments for your team

As you prepare the quote, easily add any notes or attachments like photos or plans that will help your team do this job once it is approved.

Preview your quotes

Before sending the quote, you can see what your customer will see. You can make sure everything is correct before you send it off.
Support

FAQs

Here are some of the most commonly asked questions about Quotes. Can’t find the answer you’re looking for? Please chat to our team.
Get in touch
Will Servis integrate with my accounting software?

Yes, Servis integrates with both Xero and MYOB. We’ll keep you posted once we finalise our integration with Quickbooks.

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.

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Self-guided onboarding
Access to all features
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