Servee360

Servee360 — Ownership, visibility, growth. Servee360 is the all-in-one platform that runs your business end to end — from the first lead you capture to the invoice you send — now in your pocket, fully synced with your web portal in real time. Sales & CRM Capture, qualify, and convert leads on the spot. Track source, status, rating, estimated value, and follow-ups, and convert a lead straight into a client the moment the deal closes. Tasks & Field Operations Assign, track, and close out work with full context — client, project, priority, due dates, hours, and progress — so nothing falls through the cracks whether your team is in the office or in the field. Projects & Contracts Manage projects and AMC (Annual Maintenance Contracts) from kickoff to renewal, with every linked task, cost, and document in one place. Quotations & Invoicing Build and send quotations, convert them to invoices, and keep your billing moving without waiting to get back to a desk. Production & Manufacturing Track production orders, job work orders, and Bills of Materials (BOM) so your shop floor stays connected to the rest of your business. Inventory & Stock Monitor stock levels and get ahead of shortages before they become a problem. Financial Tools Keep project costs and bank reconciliation in sync with the rest of your operations. Your Whole Team, One Platform Role-based access means Admins, Managers, and Employees each see exactly what they should — automatically, with zero setup. Real-time push notifications bring the right person straight to the task or lead that needs them. Built for How You Actually Work Attach documents on the spot, pull to refresh for the latest data anywhere in the app, and log in securely knowing your data is protected. Servee360 — everything your business runs on, in one platform. And we're just getting started: new capabilities are added regularly as the platform grows.