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ServMan PRO

ServMan PRO is ERP software for field service businesses, with office, dispatch, financial, and mobile functions.

Place
#87 of 95
Score
6.3
ServMan PRO's website

What ServMan PRO is

ServMan PRO is ERP software for field service businesses, with office, dispatch, financial, and mobile functions. Its modules include workflow management, capacity scheduling, contracts, CRM, general ledger, time and attendance, accounts receivable, inventory, client communication, lead management, and cost management. Office tools cover billing, accounts payable, inventory, and financial, marketing, sales, service, and job reporting. Dispatchers can use a dispatch board, recurring jobs, service agreements, estimates, invoices, equipment histories, route optimization, and payments. Real-time technician tracking includes geofencing and route history. ServMan Mobile 2.0 runs on iOS and Android, giving staff customer details, histories, work orders, quotes, appointments, and schedules. Mobile workers can complete jobs, record materials, scan barcodes, attach images, and print invoices. DocuSign, Microsoft BI analytics, AWS hosting, offline use, and role-based access controls are also listed.

Good

  • iOS and Android mobile application
  • Real-time technician tracking with geofencing
  • Offline mode for field work
  • DocuSign integration logs signed proposals
  • Dispatch, recurring jobs, and service agreements

Watch out

  • Pricing is available only on request
  • No depreciation calculation module
  • Privacy cannot be guaranteed completely

Who it suits

It suits HVAC, plumbing, electrical, handyman, contractor, appliance repair, and locksmith businesses needing connected office and field-service operations. Teams needing mobile access on iOS and Android, dispatching, billing, and technician tracking may find its modules relevant.

Verdict

ServMan PRO brings field workflows, accounting, dispatch, customer records, and mobile job execution into one ERP. Check the accounting limitation and request pricing before choosing it.

Plans and prices

From ServMan PRO's own pricing page, checked 8 Oct 2026.

All about pricing
PlanPriceWhat it gives you
Custom modular pricingPriced on requestTailored modules; page does not list a price

The facts

Each one read from ServMan PRO's own pages, with the date it was checked.

What it does

Access controls
The FAQ says user security tools can restrict individuals or groups from viewing or performing selected actions.checked 8 Oct 2026
Accounting limit
The FAQ says ServMan does not provide a depreciation module to calculate depreciation; depreciation values must be journaled on the general ledger.checked 8 Oct 2026
Analytics
The maker says its business analytics are powered by Microsoft BI and include visualizations.checked 8 Oct 2026
Core modules
Listed modules include workflow management, capacity scheduling, mobile application, contract management, CRM, general ledger, time and attendance, accounts receivable, inventory, client communication, lead management, and cost management.checked 8 Oct 2026
Field tracking
The website describes real-time technician location tracking with geofencing and route history.checked 8 Oct 2026
Hosting
The maker offers cloud hosting through Amazon Web Services (AWS).checked 8 Oct 2026
Integration
DocuSign integration is available for binding contracts, and signed proposals are logged in ServMan PRO in real time.checked 8 Oct 2026
Invoicing and payments
Yeschecked 21 Sep 2026
Mobile tasks
The mobile app supports creating and completing work orders, providing field quotes, tracking time and materials, scanning inventory barcodes, attaching job images, and printing documents such as invoices.checked 8 Oct 2026
Office operations
The product includes general ledger, billing, accounts receivable, accounts payable, inventory management, and financial, marketing, sales, service, and job reporting.checked 8 Oct 2026
Offline mode
Yeschecked 21 Sep 2026
Pricing model
The maker describes a tailored range of modules and says customers can pay only for the features they need; it does not list prices on the pricing page.checked 8 Oct 2026
Privacy and security
The privacy policy says the company uses reasonable safeguards for personal information and also says it cannot guarantee that information will be completely private or secure.checked 8 Oct 2026
Product
ServMan PRO is ERP software designed for field service businesses.checked 8 Oct 2026
Recurring jobs
Yeschecked 21 Sep 2026
Route optimization
Yeschecked 21 Sep 2026
Support
Support options include one-on-one telephone support, an online knowledge base, training events, user conferences, and electronic periodicals; the FAQ says the goal is to leave no issue unaddressed beyond three business days, with critical issues handled immediately.checked 8 Oct 2026
Target industries
The site presents ServMan PRO for service businesses including HVAC, plumbing, electrical, handyman, contractor, appliance repair, and locksmith businesses.checked 8 Oct 2026

Where it runs

Mobile app
ServMan Mobile 2.0 supports iOS and Android and provides access to customer details, service histories, work orders, quotes, appointments, and scheduling views.checked 8 Oct 2026
Mobile platforms
bothchecked 21 Sep 2026

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