Job Cards

Create and manage online job cards for call-outs and work to be performed on the mobile job card app!

Tickets

Create and manage tickets or use the email to ticket function to allow your clients to create support tickets

Quotes

Create and manage quotes online and easily turn them into invoices.

Invoices

Create professional invoices with your company branding and terms

Recurring Invoices

Create weekly, monthly or annual invoices to save time on admin

Recurring Job Cards

Create weekly, monthly or annual job cards for recurring services rendered

Projects

Create and maintain all linked project quotes, jobs and invoices

Calendar

Schedule and view job cards booked for teams

Gmail and Office 365 Integration

Your teams can see their jobs directly on their Gmail and Office 365 calendars

Email, SMS, Print

Send invoices, job cards and quotes via email. Send clients emails and SMSs

Templates

Create templates to reduce the amount of typing needed for standard emails and SMSs

Automated Email and SMS

Send a document on saving or on changing a status. Open-ended triggers mean you can set rules on when clients are communicated with and IntelliServe will do the rest

Multiple Warehouse Locations

Keep track of your stock in multiple warehouses

Purchases

Create purchase orders and mark them as delivered to have the inventory added your stock

Stock Control

Quantities on hand are updated when sales are made

Recipes

Build Parent & Child recipes for products and parts

Statements

Send statements to your clients directly via email

Statuses

Mark your clients as VIP or bad payers, etc.

History

View a clients history of Jobs, Quotes, Invoices, Equipment and more

Locations and Contacts

Assign multiple locations and contacts for your clients allowing for multiple branches

Attachments

Attach important documents directly to your client’s account

Standard Reports

We have a wide selection of standard reports covering accounts aging, jobs, invoices and stock

Custom Reports

We can create any report you need and you will have it available on your report list whenever you need to run it

Dashboards

Get an updated snapshot of your business health, in a variety of visual aids

Electronic Job Cards

Send Job Cards directly to your technicians in real time

Billing

Add items and time to ensure correct billing

Checklists

Send electronic checklists with job cards to be completed on the mobile device

Navigation

Navigate directly to your next job via the mobile app

Tracking

Track time and the movement of your teams and their current locations from IntelliServe

Photos and Signature

Get the client to sign-off on a job, take photos and mark the job as completed directly from the app