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Quick Start Video

Job Cards

The job card section allows you to instantly see the status of all jobs via our colour system. You can also create recurring job cards to fire at predefined intervals.

Tickets

Collect enquiries via email, your website or over the phone and add them directly to IntelliServe.  Tickets can be converted directly into job cards or quotes.

Quotes

Convert job cards directly to quotes. Send quotes to clients automatically via email with one click.

Invoices

Convert job cards and quotes directly into invoices. Track payments from clients and send invoices with one click. You can also create recurring invoices.

Calendar

Schedule and view your technician’s jobs directly from the calendar

Inventory

Track inventory movement, purchases and sales and keep track of inventory across multiple stores

Clients

Manage clients and email and send out mass statements with the click of a button

Dashboards

Create custom dashboards with multiple chart types to show an overview of how your company is performing

Mobile App Intro Video

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