Features

ACH Bank Transfer Setup

Accept direct bank payments

Appointment Reminder Settings

Configure scheduled reminders

Creating Appointment Types

Categorize different service types

Rules & triggers

Decide what should happen when work moves forward, email, SMS, reminders, assignments, and status changes that happen on time without you chasing every step.

Client CRM - Customer Relationship Management

Manage all your customer information, service history, and communications in one powerful CRM.

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Client Portal

Provide clients with 24/7 self-service access to estimates, invoices, and service history.

Custom Fields & Forms

Create custom fields and forms to capture business-specific data for clients, projects, and more.

Building Custom Reports

Create tailored reports

Customer Analytics Dashboard

Understand customer behavior

Dispatching & Route Optimization

Streamline field operations with intelligent dispatching and route optimization.

Email Marketing Campaigns

Engage customers and grow your business with targeted email campaigns and newsletters.

Estimate Approval Workflow

Manage the estimate approval process from sending to acceptance with scheduled follow-ups.

Managing Estimate Change Orders

Handle project scope changes with change orders that track additional work and costs.

Collecting Deposits on Estimates

Require deposits before starting work, set deposit amounts, and process deposit payments.

Applying Discounts to Estimates

Learn how to apply percentage and fixed-amount discounts, create discount rules, and track discount usage.

Working with Estimate Line Items

Master line items in estimates including services, products, packages, and custom items.

Adding Photos and Attachments to Estimates

Include photos, diagrams, and documents with your estimates to provide clear scope and professionalism.

Estimate Pricing Tools & Strategies

Use advanced pricing tools including flat-rate, hourly, per-unit pricing, and markups.

Estimate Templates & Presets

Create reusable estimate templates to speed up your quoting process and ensure consistency.

Converting Estimates to Invoices

Turn accepted estimates into invoices with one click and streamline your billing process.

Estimates & Proposals

Create professional, accurate estimates that win more jobs and increase your close rate.

File & Document Management

Organize, store, and share files, photos, and documents with clients and team members.

Inventory Management

Track parts, materials, and equipment across multiple locations with real-time inventory management.

Applying Credits and Refunds

Issue credits for returns

Customizing Invoice Layout

Personalize invoice appearance

Invoicing & Billing

Create professional invoices, track payments, and get paid faster with integrated billing tools.

Job Costing & Profitability

Track actual costs vs. estimates to understand job profitability and improve pricing.

Configuring Late Fees

Built-in late fee calculation

Mobile App for Field Technicians

Empower your field team with a powerful mobile app that works offline and syncs.

Online Booking Widget Setup

Add booking to your website

Recording Partial Payments

Track multiple payment installments

Creating Payment Links

Send payment links via email/SMS

Offering Payment Plans

Set up installment payments

Customizing Payment Receipts

Professional receipt templates

Setting Payment Terms

Configure due dates and terms

Payment Processing

Accept payments online, in the field, or via ACH with secure, integrated payment processing.

Price Book Calculation Types

Understand flat-rate, hourly, per-unit, and custom calculation types for Price Book items.

Organizing Your Price Book with Categories

Structure your Price Book with categories and subcategories for quick access and better organization.

Importing and Exporting Price Book Data

Import pricing from spreadsheets and export your Price Book for backup or analysis.

Setting Up Your Price Book

Build a comprehensive Price Book with services, products, packages, and pricing rules.

Price Book Versions and Price Changes

Manage pricing changes over time with Price Book versioning and historical tracking.

QuickBooks Integration

Seamlessly sync your ServTrackr data with QuickBooks Online for streamlined accounting.

Setting Up Recurring Appointments

Streamline recurring service schedules

Recurring Services & Maintenance Contracts

Set up and manage recurring services, maintenance contracts, and subscription-based revenue.

Scheduling Scheduled Reports

Email reports

Reports & Analytics

Make data-driven decisions with comprehensive business intelligence and custom reporting.

Revenue and Income Reports

Track business revenue

Saving Customer Payment Methods

Store cards securely

Scheduling & Calendar Management

Optimize your team's schedule with calendar views, drag-and-drop booking, recurring work, and conflict-aware scheduling.

Creating and Managing Service Packages

Bundle services together into packages for better customer value and increased sales.

SMS Messaging & Text Notifications

Send scheduled text messages and communicate with customers via SMS directly from ServTrackr.

Managing Team Availability

Set working hours and time off

Technician Performance Reports

Measure team productivity

Templates & Document Builder

Create reusable templates for estimates, invoices, work orders, and custom documents.

Time Tracking & Timesheets

Track employee hours, project time, and labor costs with integrated time tracking tools.