Customer Manager (CRM)

When you receive a scheduled or unscheduled job, Servu gives you the immediate ability to view the customer details that are associated, such as contact name telephone number and notes, right at your fingertips.

Full Customer History | Servu

Full Customer History

Servu helps you keep a clean and organised customer history so that you never lose touch with the core of your business—your customers. 

See past quotes, jobs, visits, invoices, and a full billing history associated with each of your customers.

Notes & Attachments

Attach photos and files to a customer's account, and collect signatures on the fly. Whether you’re attaching photos of completed work or a job contract, you’ll always have access to a customer's complete and detailed history, in the office and out in the field. 

You can also add notes and attachments to individual jobs you complete for a customer.

Notes & Attachments | Servu
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