Every part of your operation connected
Each module shares the same customer, contract and work records, so information entered once is available everywhere it is needed.
All modules
One platform, one set of records, no separate tools to reconcile.
Customer Management
AvailableOne record per client with contacts, sites and history, shared by every other module.
Contract Management
AvailableContract value, terms, covered services and renewal dates, tracked in one place.
Services & Scheduling
AvailableRecurring contract visits and on-demand jobs planned in the same schedule.
Work Orders & Field Operations
AvailableAssign work to the field, record completion on site, and verify it before billing.
Billing & Invoicing
AvailableInvoices raised against completed, verified work under the right contract.
Payments
AvailableRecord payments against invoices so balances stay accurate.
Collections
AvailableSee overdue balances and follow up before they age further.
Command Center
AvailableOne view of the items that need attention across the operation.
Reporting
AvailableOperational and financial reports drawn from the same connected records.
Notifications
AvailableTimely alerts to the right people when something needs action.
Audit Logs
AvailableA record of key actions, who took them and when.
Global Search
AvailableFind customers, contracts, work orders and invoices quickly.
Approved for this module and planned for launch. Not available yet.
Contract lifecycle
From signed agreement to renewal
Capture the terms once and let them drive what happens next: which services are due, how they are billed, and when the contract needs renewing.
- Contract value, term and billing frequency
- Covered services and sites
- Renewal dates surfaced before they pass
Field operations
Work that is assigned, done and verified
Work orders go to the right team with the site and contract attached. Completion is recorded on site, so the office sees verified work rather than a phone call.
- Assignment to field teams
- On-site checklists and notes
- Completion status visible to the office
Financial operations
Invoices that trace back to the work
Bill against completed work orders under the right contract, record payments as they arrive, and keep an eye on what is overdue.
- Invoices built from verified work
- Payments recorded against invoices
- Overdue balances surfaced for follow-up
Feature questions
Yes — SERVANTA's scheduling engine supports both recurring contract-based services and one-off on-demand work within the same operational view.
Invoices are raised against completed, verified work, and each one traces back to the work order and contract it belongs to.
Yes. Work orders are assigned to the field, and completion is recorded against the work order so it can be verified before billing.