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.
Will Servis integrate with my accounting software?

Yes, however we currently integrate with Xero only. We’ll keep you posted once we finalise our integrations with Quickbooks and MYOB.

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.

Get started for free in 5 minutes

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