Features
Everything in one system, in every plan
Servaro covers the work of installation, service and inspection companies, from the first call-out to the paid invoice. Every plan has all features.
-
Customers and installations
- Customers, contacts and addresses with postcode check
- Company details fetched automatically for a new customer
- Sites, installations and assets with history and photos
- A QR label per asset, scanned in the app
- Import from Excel and CSV, with preview and error messages
- Files per customer, installation and work order
-
Inspections and checks
- NEN 2559, NEN 2654, NEN 3140 and SCIOS, central heating and gas boilers
- F-gases: circuits, leak checks, cylinders and logbook
- Reports as PDF and an annual overview per customer
- Certificates of technicians, instruments and inspection bodies
- Standard checklists and LMRA (last-minute risk assessment)
-
Planning and work orders
- Work orders and visits with clear statuses
- Planning board with conflict checks and absences
- Travel time and expected duration when scheduling
- Live progress per technician
- Maintenance plans that create their own work orders
- A calendar link for every employee's phone
-
Technician app
- Day overview with a route button to Google Maps or Apple Maps
- Work report with hours, materials, photos and signature
- Work offline, send once there is signal
- Voice reports and rating plate reading
- In Dutch, English or Turkish
-
Stock and materials
- Items with units, barcodes and price list
- Van stock, usage and van stock counts
- Main warehouse with minimum stock and order list
- Transfers between warehouse and vans, with history
-
Quotes and invoicing
- Quotes viewed and signed online with an email code
- Invoice in Servaro or export to Exact Online
- Mollie payment link, payment QR code and reminders
- Import bank statements and match payments automatically
- Reverse-charge VAT, credit notes and VAT overview
-
Customer contact
- Automatic "technician on the way" message with arrival time
- Shared inbox with templates
- Email becomes a draft work order
- Internal chat in the portal and app
- Incoming calls recognised
-
Hours and mileage
- Hours by start and stop, or entered afterwards
- Weekly timesheet per employee
- Mileage calculated automatically between sites
- Call-out charges and rates per customer, contract or site
-
Dashboards and AI
- A dashboard per role: management, planning, administration, technician
- Revenue, still to invoice, receivables and leak checks
- Weekly summary for management
- AI in the EU, always as a suggestion: a person decides
- One search bar for everything, also with Ctrl+K
-
Your own branding and admin
- Logo, colours and email from your own domain
- Your own PDF templates for quotes, work reports and invoices
- Number sequences and branches
- Roles, required two-factor authentication and history per record
- Dark mode and multiple languages
More
Also in Servaro
- Customer portal in your branding
- Form builder and more rule sets
- On-call service with a standby rota
- Projects with instalments and additional and reduced work
- Contracts with indexation and recurring invoices
- Purchasing, multiple warehouses and 2BA
- Peppol, SEPA direct debit and card payments with SumUp
- WhatsApp Business with an assistant for breakdowns
- Calendar sync with Google and Microsoft 365
- Your own dashboards and reports
Want to see how Servaro works in your company?
Request a demo. We show you Servaro with your own trades and way of working, and answer your questions.