ServMan

Web based enterprise management and accounting system

4.3 /5 (35 reviews) Write a Review!

ServMan Overview

What is ServMan?

ServMan Software is a customizable ERP enterprise work order management and accounting system available for operating and managing a service-based business. It is provided by the North Carolina based developer, Cube Six which primarily offers ERP solutions suitable for midsized and large businesses.

ServMan includes an integrated development environment (IDE) allowing administrators to add business specific controls and functionality to the application beyond the standard offering. It supports multi-location and multi-company organizational structures and includes an integrated mobile solution to streamline paperless business processes. With ServMan Mobile users can receive and complete work order; view service histories; scan barcodes for inventory and manage maintenance task list all on the go. It also includes integrated credit card and e-check processing feature to process electronic payments.

Clients can place service orders, view live status, make invoice payments, view service histories and perform other tasks through the web portal. Role-based security allows the administrator to set rules for various access and grant permissions to different users. Clients can manage scheduling of preventive maintenance visit, set preventive maintenance reminders through calls or text messages with Automated Pre/Post Appointment Assistant feature.

Clients can subscribe to a web portal service through which business customers can place service requests; check the status of their orders and make online payments through a single window. ServMan also offers additional modules such as a call tracking module to track every incoming call and outcome of each call; time clock/payroll module to clock in & out employee time and generate payrolls based upon the number of working hours; GPS integration to map the actual location of vehicles and route optimization. Other modules include a client survey module, call escalation module, wireless warehouse module and the ServMan EDI module, which can be purchased separately.

ServMan Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Contact ServMan for price information or a quote


ServMan Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia
Supported Languages
English

Media

ServMan offers contract management wizard for beginners
View data and information through ServMan’s dispatch board
Create ledgers and track bills and payments with ServMan
View service history, invoice history, equipment and more through ServMan web portal
ServMan video ServMan screenshot: ServMan offers contract management wizard for beginners ServMan screenshot: View data and information through ServMan’s dispatch board ServMan screenshot: Create ledgers and track bills and payments with ServMan ServMan screenshot: View service history, invoice history, equipment and more through ServMan web portal

ServMan Reviews

ServMan Reviews

Overall rating
4.3
/
5
Excellent
14

Very good
17

Average
4

Poor
0

Terrible
0

Value for Money
3.8
Features
4.3
Ease of Use
4.2
Customer Support
4.4
89% recommended this app
Jill T.

Great software for now and as you grow your business. We shouldn't need to hire anyone else!

Many benefits, for example the dispatching was a huge benefit for us since we are in the service business. You can move jobs around with ease.
Marketing reports has been very helpful for us. I need you learn more about this tool but so far the way I am using it has been helpful.
We are moving forward with implementing coaching and tracking. We are so looking forward to using this tool.


Scott S.

Very happy w/ ServMan. A lot of functionality & robust. Very few probs, but great support if...

increased efficiency


Mia S.

I WISH I WAS HERE WHEN SERVMAN WAS FIRST SET UP.

WOW WHERE DO I START, THIS IS AN EXCELLENT PROGRAM FOR DISPATCHING AND SERVICE.


Missy M.

I like the software but training could be better.


Karen M.

ServMan keeps our team organized and business flowing in our door. It's like a revenue...

It allowed me to have a minute by minute view of my business. It like management autopilot. My team is more organized and I get all the information I need all the time!


Jill T.
Industry: Construction
Company size: 11-50 Employees

Great software for now and as you grow your business. We shouldn't need to hire anyone else!

Used Daily for 2+ years
Reviewed on 2/08/2017
Review Source: Capterra

Many benefits, for example the dispatching was a huge benefit for us since we are in the service business. You can move jobs around with ease.
Marketing reports has been very helpful for us. I need you learn more about this tool but so far the way I am using it has been helpful.
We are moving forward with implementing coaching and tracking. We are so looking forward to using this tool.

Pros

The reports that we can access are great and accurate.
You decide the areas within the software that your employees have access.
ServMan support is excellent! They always have someone to help you when you need it.

Cons

There is a learning curve with using the software in the beginning.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Scott S.
Industry: Facilities Services
Company size: 11-50 Employees

Very happy w/ ServMan. A lot of functionality & robust. Very few probs, but great support if prob

Used Daily for 2+ years
Reviewed on 5/08/2017
Review Source: Capterra

increased efficiency

Pros

We like the schedule board and integrated equipment tracking. Both of these functions have improved our efficiency.

Cons

The android app is good, but I see areas of improvement in Servman Mobile. Wish it would be more robust relative to connectivity and quicker downloads - especially when pushing w/o's with images. We would love to see a field dispatcher app with the ability to see the schedule board and create W/O's in the field with more details.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Mia S.
Industry: Construction
Company size: 11-50 Employees

I WISH I WAS HERE WHEN SERVMAN WAS FIRST SET UP.

Used Daily for 2+ years
Reviewed on 27/07/2017
Review Source: Capterra

WOW WHERE DO I START, THIS IS AN EXCELLENT PROGRAM FOR DISPATCHING AND SERVICE.

Pros

PROGRAM DOES ALOT AS LONG AS YOU UTILIZE SERVMAN. TRYING TO GO BACK AND CHANGE DIFFERENT AREA'S AND TRAIN EXISITING STAFF HAS BEEN VERY TIME CONSUMING.

Cons

LEARNING WHAT TO UTILIZE IN SERVMAN TO HELP US IN OUR BUSINESS OPERATIONS. I WISH THE REPORTS WERE MORE USER FRIENDLY SO WE COULD CUSTOMIZE REPORTS TO SHOW EXACTLY WHAT WE WANT ONLY.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Missy M.

I like the software but training could be better.

Used Daily for 2+ years
Reviewed on 2/08/2017
Review Source: Capterra

Pros

Easy to use, very comprehensive and detailed. There are many great features and sometimes it seems we aren't utilizing all there is.

Cons

The lack of follow through is very frustrating. We migrated our credit card services with Payzer and we have had problems that have not been addressed. That is the reason for the low customer support rating.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Karen M.
Industry: Computer & Network Security
Company size: 2-10 Employees

ServMan keeps our team organized and business flowing in our door. It's like a revenue generator!

Used Daily for 1+ year
Reviewed on 2/08/2017
Review Source: Capterra

It allowed me to have a minute by minute view of my business. It like management autopilot. My team is more organized and I get all the information I need all the time!

Pros

Everything is in it's place. They customized it to our company and made some suggestions that made our team work smarter with less work keeping track of things

Cons

I wish it had a prettier look and feel but boy does it get the job done! They did an amazing job training my team with minimum disruption.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8.3/10
Based on 35 user ratings
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ServMan Pricing

ServMan Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Contact ServMan for price information or a quote

Contact ServMan for price information or a quote

Value for Money
3.8/5
Based on 35 user ratings
Compare value for money rating with alternatives
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ServMan Features

ServMan Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customisable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4.3/5
Based on 35 user ratings
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Categories

Additional information for ServMan

Additional information for ServMan

Key features of ServMan

  • Automated client communication capabilities
  • Call tracking
  • Capture client signatures
  • Comprehensive KPI reporting
  • Create new orders and quotes in the field
  • Extensive job costing and time logging capabilities
  • Fully integrated accounting system
  • GPS integration
  • Integrated credit card and e-check processing
  • Manage equipment and maintenance task lists
  • Payroll module
  • Post-appointment surveys
  • Powerful mapping and route optimization tools
  • Preventive maintenance reminders
  • Purchasing and inventory management
  • Scan barcodes for inventory or flat rate task selection
  • Synchronize information to the office
  • Time clock
  • View order & service histories
  • Work order and quote management

Benefits

• ServMan offers a proprietary integrated development environment (IDE) which clients can use to incorporate new business rules or unique workflow requirements.
• The solution supports high-end customization of user screens, reports and process, through which administrators can control or modify core screens and behaviors as per specific business requirements.
• ServMan Mobile is an extension of ServMan solution through which clients can receive work orders, view histories, scan barcodes for inventory and capture client signatures and more.
• The integrated APPAA module helps to schedule and manage all kinds of appointments and communication with business clients and also allows to schedule maintenance reminders and track their progress.
• The software can also integrate with third-party software such as ADP, Avalara and Fleetmatics.

ServMan FAQs

ServMan FAQs

Below are some frequently asked questions for ServMan.

Q. What type of pricing plans does ServMan offer?

ServMan offers the following pricing plans:

Pricing model: Subscription

Free Trial: Not Available

Contact ServMan for price information or a quote

Q. What are the main features of ServMan?

ServMan offers the following features:

  • Automated client communication capabilities
  • Call tracking
  • Capture client signatures
  • Comprehensive KPI reporting
  • Create new orders and quotes in the field
  • Extensive job costing and time logging capabilities
  • Fully integrated accounting system
  • GPS integration
  • Integrated credit card and e-check processing
  • Manage equipment and maintenance task lists
  • Payroll module
  • Post-appointment surveys
  • Powerful mapping and route optimization tools
  • Preventive maintenance reminders
  • Purchasing and inventory management
  • Scan barcodes for inventory or flat rate task selection
  • Synchronize information to the office
  • Time clock
  • View order & service histories
  • Work order and quote management

Q. Who are the typical users of ServMan?

ServMan has the following typical customers:

Large Enterprises, Mid Size Business

Q. What languages does ServMan support?

ServMan supports the following languages:

English

Q. What type of pricing plans does ServMan offer?

ServMan has the following pricing plans:

Subscription

Q. Does ServMan support mobile devices?

ServMan supports the following devices:

Android

Q. What other apps does ServMan integrate with?

ServMan integrates with the following applications:

ADP Streamline, Avalara, Verizon Connect Work

Q. What level of support does ServMan offer?

ServMan offers the following support options:

Forum, Video Tutorials, Online Support