Build lasting relationships and stay organized. ServusOne’s built-in CRM connects every job, note, and payment to the right customer—automatically.
Every detail—contacts, jobs, quotes, and payments—in one connected system that keeps your team informed and your customers happy.
View contact info, job history, and billing in seconds.
Keep notes, calls, and messages tied to each account.
Schedule new jobs or pull up past service details instantly.
ServusOne automatically organizes your customer data—from contact details and addresses to job history and account balance—so you never miss a detail.
Track every interaction—calls, emails, texts, and notes—all tied to the customer record. Everyone on your team stays in the loop, automatically.
Pull up past work instantly. View service history, estimates, and invoices for any customer in seconds—perfect for repeat business or warranty jobs.
Use ServusOne’s built-in analytics to track revenue, job frequency, and lifetime value. Identify loyal customers and opportunities for follow-up or upsells.
Every job, quote, and payment linked to the right customer.
Notes and messages all in one shared timeline.
Access history and rebook customers in seconds.
Build stronger relationships, close more jobs, and keep your entire team aligned—from the office to the field.
Customer profiles, contact info, job history, notes, invoices, and communication logs—all in one system.
Yes—add multiple contacts, locations, and properties under a single customer profile.
Absolutely—the CRM connects seamlessly with scheduling, invoicing, and the client portal.
Yes—bulk import existing customers or export CRM data anytime.
