The Complete Business Management Solution

WorkWave ServMan is the industry’s leading on-premise ERP management and accounting system designed to address the needs of residential and commercial HVAC, plumbing, electrical, and other asset-based service providers.

WorkWave ServMan is an end-to-end solution, proven to help companies automate processes and maximize efficiency, cutting costs and improving the customer experience. ServMan handles CRM, scheduling, dispatching, inventory, preventative maintenance contracts, installation projects, job costing, time logs, gross payroll, accounting, and much more. As a highly customizable solution, ServMan is flexible enough to adapt and grow with your business.

About the partner 

WorkWave empowers service-oriented companies to reach their full potential through scalable, cloud-based software solutions that support every stage of a business lifecycle. We are a trusted partner for over 7,000 customers across a wide variety of industries, including pest control, lawn care, cleaning, HVAC, plumbing and electrical, and last mile delivery. WorkWave is unique in that it offers its customers solutions that support the full service lifecycle, providing businesses with everything from brand awareness and digital marketing to sales, service and customer experience. Through versatile software solutions, strategic business advice, and a broad network of partners, WorkWave goes beyond just software – we are a partner in enabling our customers to reach their full potential at each stage of their business journey. WorkWave is a division of global enterprise applications provider IFS. 

The ServMan ERP system comprises several integrated modules (some optional) with features including:

  • Client and Prospect CRM
  • Contract and Invoice Administration
  • Order and Quote Processing
  • Customer & Equipment-Specific Service Histories
  • Maintenance Contract Management
  • Technician Dispatch Administration
  • Automated Service Scheduling with Route Optimization
  • Capacity-based Scheduling and Resource Planning
  • Mobile Application for Technicians and Outside Sales
  • Comprehensive Inventory and Stock Management
  • Wireless Warehouse Capabilities
  • Marketing Management
  • Automated Client Communications via Phone, SMS Text and Email
  • Accounts Receivable
  • Accounts Payable
  • Purchasing
  • Billing
  • Integrated Credit Card and ACH Processing
  • Gross Payroll Reporting with Export Capabilities to 3rd Party Payroll Services
  • General Ledger
  • GPS Integration with Mapping
  • Client Web Interface
  • Web-based Employee Time Logging
  • Comprehensive Reporting

Key Features

  • Sophisticated Purchasing & Inventory Management – Track & replenish warehouses, truck, & job-site inventories
  • On-Site Mobile Tools – Increase technician output & upsell more services
  • Advanced Management Capabilities – Automated customer & project management tools
  • Adaptable & Scalable – Highly customizable to support your unique business
  • Simple Implementation & Onboarding – Cloud-based & on-prem deployment

Resources