Simplify Project Success with Servis.ai
Servis.ai’s Project Management App Stack empowers you to take control with an integrated suite of tools designed to simplify workflows, enhance collaboration, and drive results. From client communication to billing, our stack ensures your projects stay on time and on budget.
Centralize Your Project Operations
- Consolidate client and project details with Contacts and Accounts to avoid miscommunication.
- Organize tasks, timelines, and milestones seamlessly with the Projects app.
- Simplify task assignments and updates through intuitive Work Orders.
Enhance Financial Clarity
- Monitor costs and ensure project profitability with Billings tools.
- Automate and customize your invoicing process with the Invoices app.
- Generate real-time financial reports to gain insights into project expenses and revenue.
Drive Results with Transparency
- Ensure all stakeholders are aligned with centralized Accounts data.
- Provide clear task updates and tracking via Work Orders.
- Generate detailed reports to analyze project success and financial health.
The All-in-One Project Toolkit
Contacts & Accounts
Centralize client and stakeholder information for better communication.
Projects
Organize tasks, timelines, and resources to keep your team on track.
Work Orders
Manage tasks and assignments with clear instructions and tracking.
Billings
Simplify cost tracking and ensure accurate project budgets.
Invoices
Streamline invoicing to maintain smooth financial workflows.
FAQ
What are App Stacks?
App Stacks are pre-configured suites of applications in Servis.ai, designed to simplify setup and streamline workflows. Each stack comes with interconnected apps tailored for specific business needs, so you can start working right away.
Can I customize an App Stack?
Absolutely! While App Stacks are designed to give you a strong starting point, they’re fully customizable. You can adjust apps, workflows, and settings to match your unique requirements.
What happens if I need more apps?
You can always add additional apps or even other App Stacks as your business grows. Servis.ai makes it easy to expand and adapt your system.
Do I have to use all the apps in an App Stack?
Not at all! You can use only the apps that fit your needs. The rest can remain inactive or be hidden from your workspace.
How are the apps in an App Stack connected?
The apps in an App Stack are pre-integrated, meaning data flows seamlessly between them. For example, a service ticket can automatically link to a customer record, associated parts, and expense reports.
What industries or workflows are App Stacks designed for?
Servis.ai offers App Stacks for a variety of workflows, including field service, HR Operations, Sales & Marketing, and more. If you want to get the full industry experience we recommend choosing an Industry Stack first.
How do I get started with an App Stack?
Simply choose an App Stack that aligns with your needs when setting up your Servis.ai account. The system will automatically add and configure the apps, so you’re ready to go in minutes.
