Through integration with DocuSign, you can send and manage all of your DocuSign documents from within servis.ai. Prerequisites: A DocuSign account is required for the integration.
Through integration with Quickbooks Online, you can create, send and manage invoices directly from servis.ai. User Permissions: Only an Administrator can authorize the Quickbooks Online integration.
You can easily integrate servis.ai with Slack. You can later use this integration to create specific automations that can push alerts or changes in servis.ai
Your servis.ai instance should adapt to your work processes and not the other way around. servis.ai offers you powerful, simple features to customize your experience.
Servis.ai stands out for its high level of customization, thanks to its flexible field system. Fields allow you to capture and organize exactly the information
Admins can set up and maintain forms more easily using the Form Builder. See the changes you make as you make them. Find fields faster
Gain full control of your Form Fields in each of your Apps by setting them as read-only, mandatory, or even visible to certain team members
This feature allows administrators to review a list of deleted records for each of the available apps, in case they need to bring some of
Lines are a super-sized enhancement to your Apps that will allow you to give them a boost of capabilities. With them, you can create invoices
Servis.ai helps you store, organize, and track many different types of information. We do this using Apps. But Apps are just the beginning. To get the
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