Service-call pipeline
Open → For quotations → For billing → Collections → Closed, with technician assignment and auto status roll-up.
Feature tour
Six areas, one platform
Field operations, customers, inventory, your website, money and insight — each is a full part of ServHive, not a checkbox. Here's what's in every workspace.
Field operations
The service-call pipeline and everything that hangs off a job.
Service reports
File structured reports from the field against each call, with a managed 'service offered' catalog.
Quotations
Build multi-line quotes from your rate cards, run an approval flow, send a branded PDF, and bill straight through if there's no report.
Purchase orders
Raise POs from approved quotations, track them from 'for approval' to 'order received', and gate report creation on receipt.
Customers
A CRM shaped like a service business, not a sales funnel.
Flexible contacts
Optional store codes, optional mobile, and repeatable extra contacts for the times one site has five people to call.
Transaction history
Open a customer to see every service call and billing statement, rendered read-only.
CSV import
Bring an existing customer list in from a spreadsheet, upsert by ID.
Per-record activity
Every change to a customer is logged and shown on the record.
Inventory & supplies
Parts, consumables and tools — across the warehouse and the vans.
Supplies
Stock levels, suppliers, reorder points and low-stock flags. An add-on that switches on with Basic.
Tools
A tool register with a borrow / return log and a current-holder view.
QR scanning
One QR sticker per tool; borrow and return from a phone camera with no app install.
Suppliers
Supplier records with contact details, linked to supplies and purchase orders.
Vehicle Monitoring
Track company vehicles up to six wheels — LTO registration with auto-computed expiry, oil-change and maintenance schedules, and staged reminders before anything lapses.
Agency websites
A real website for every agency, editable by the agency.
Structured block editor
Hero, about, services, video, gallery, affiliations and contact sections with a floating save bar.
Draft, publish, roll back
Publish when you're ready; roll back to any of the last five published versions.
Themes & accents
Four templates and a 23-colour accent palette; switch templates without losing content.
Custom pages, SEO & domains
Add extra pages, set page SEO and an OG image, and point your own domain at it on Pro.
Money
Quoting, billing, collections and expenses in one ledger.
Pricing catalogs
Standard, service and material rate cards with CSV import and an inactive state for retired rates.
Billing statements
Combine completed calls for one customer into a statement, with VAT and EWT handling where it applies.
Collections
Record payments and installments, chase balances, and verify before a call is closed and collected.
Expenses
Log agency expenses with optional TIN, for the expense report and the books.
Insights
A dashboard and a reporting hub that respect permissions.
Role-aware dashboard
Widgets only show data the viewer is allowed to see — an admin without customer access never sees customer widgets.
Reporting hub
Tabbed reports for sales, collections, service reports and expenses, each with date filters and CSV export.
Activity log
A filterable, day-grouped audit trail of who changed what, per agency.
Main HQ analytics
Platform-wide usage, resource consumption per agency, and analytics built from the Main HQ activity records.
