ServMan

4.5 / 5 33 reviews

Who Uses This Software?

ServMan is a fully-integrated enterprise management and accounting system designed specifically for the residential & commercial service industry with a focus on HVAC and plumbing business models.


Average Ratings

33 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $499.00/month
  • Pricing Details
    $50 per user per month. Set-up fees apply.
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
    Mobile - Android Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Cube Six
  • www.servman.com
  • Founded 2001
  • United States

About ServMan

ServMan is a total management and accounting system designed specifically for the service Industry with a focus on HVAC, Plumbing and Electrical business workflows. Features include: Maintenance Agreement Wizards, Flat-Rate Integration, Accurate Job Costing, Comprehensive Reporting & Dashboards, Automated Scheduling & Confirmation Calls, Credit Card & eCheck Processing, Mobile Interface and more! Best of all, ServMan can be easily customized to meet your unique business needs whatever they are!


ServMan Features

  • Billing & Invoicing
  • Customer Database
  • Dispatch Management
  • Inventory Control
  • Job Management
  • Mobile Access
  • Quotes / Estimates
  • Routing
  • Scheduling
  • Service History Tracking
  • Technician Management
  • Work Order Management

ServMan Reviews Recently Reviewed!

Very happy w/ ServMan. A lot of functionality & robust. Very few probs, but great support if prob

Aug 05, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: We like the schedule board and integrated equipment tracking. Both of these functions have improved our efficiency.

Cons: The android app is good, but I see areas of improvement in Servman Mobile. Wish it would be more robust relative to connectivity and quicker downloads - especially when pushing w/o's with images. We would love to see a field dispatcher app with the ability to see the schedule board and create W/O's in the field with more details.

Overall: increased efficiency

ServMan keeps our team organized and business flowing in our door. It's like a revenue generator!

Aug 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Everything is in it's place. They customized it to our company and made some suggestions that made our team work smarter with less work keeping track of things

Cons: I wish it had a prettier look and feel but boy does it get the job done! They did an amazing job training my team with minimum disruption.

Overall: It allowed me to have a minute by minute view of my business. It like management autopilot. My team is more organized and I get all the information I need all the time!

Great software for now and as you grow your business. We shouldn't need to hire anyone else!

Aug 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The reports that we can access are great and accurate.
You decide the areas within the software that your employees have access.
ServMan support is excellent! They always have someone to help you when you need it.

Cons: There is a learning curve with using the software in the beginning. You have to be patient.
I have learned on two other software's over the years that were easier to use but you could not get the reporting info like you can with ServMan.

Overall: Many benefits, for example the dispatching was a huge benefit for us since we are in the service business. You can move jobs around with ease.
Marketing reports has been very helpful for us. I need you learn more about this tool but so far the way I am using it has been helpful.
We are moving forward with implementing coaching and tracking. We are so looking forward to using this tool.

I like the software but training could be better.

Aug 02, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money

Pros: Easy to use, very comprehensive and detailed. There are many great features and sometimes it seems we aren't utilizing all there is.

Cons: The lack of follow through is very frustrating. We migrated our credit card services with Payzer and we have had problems that have not been addressed. That is the reason for the low customer support rating.

Implemented SM into a previous business (Drainage services) in the UK, proved very easy to implement

Aug 02, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Overall functionality is very impressive. Compared to other products here in the UK, Sm is streets ahead.

Cons: Lack of support for Multi currency. Currently SM doesnt support Multi Currency which would be useful to offer in the European Marketplace

Overall: Increased bottom line profitability of the Business by approx 3% nearly immediately after implementation.

Servman Customer Support is outstanding overall!!

Jul 31, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support

Pros: ERP functionality highlighted by efficient modular design. Good accounting program and robust purchasing module for tracking inventory. Mobile apps available for field technicians.

Cons: User Interface needs improvement. Training classes are expensive and customizations can be difficult. Help Files are in need of major improvements as many topics are not covered and very few videos are available. Module used for Quotes is very basic.

I WISH I WAS HERE WHEN SERVMAN WAS FIRST SET UP.

Jul 27, 2017
3/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: PROGRAM DOES ALOT AS LONG AS YOU UTILIZE SERVMAN. TRYING TO GO BACK AND CHANGE DIFFERENT AREA'S AND TRAIN EXISITING STAFF HAS BEEN VERY TIME CONSUMING.

Cons: LEARNING WHAT TO UTILIZE IN SERVMAN TO HELP US IN OUR BUSINESS OPERATIONS. I WISH THE REPORTS WERE MORE USER FRIENDLY SO WE COULD CUSTOMIZE REPORTS TO SHOW EXACTLY WHAT WE WANT ONLY.

Overall: WOW WHERE DO I START, THIS IS AN EXCELLENT PROGRAM FOR DISPATCHING AND SERVICE.

SERVMAN is our primary ERP used to run our business

Aug 24, 2015
4/5
Overall
3 / 5
Ease of Use
4 / 5
Customer Support

Comments: We use the system to support our warehouse/supply chain, dispatch, customer service, finance and general business functions. It enables an end to end view of our operations and provides us with sound and capable functionality for our operation. At times SERVMAN appears to be a little cumbersome or has the look and feel of a "legacy" type tool but that can be overcome with more user training and/or better familiarity with the tool layout and design. The SERVMAN staff is forward thinking, supportive, flexible and responsive. A relatively small company in SERVMAN, yet they possess the leadership and vision to operate as a large scale software manufacturer, which in turn positions us to have a long term and productive relationship.

We have been using Servman for 10+ years. The ability to customize and new features has been great

Aug 21, 2015
5/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: The ability to have the software grow with our ever changing business and specific staff needs has been amazing. The enhancements added to the core product is ever changing with the times and provides unlimited capabilities to have the software work and grow with you.

Great- products, people, and service...

Aug 20, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I've been using Servman software since 2005 and am very happy with the product. Rich, Bill, Robert, and the entire team at Servman are great to work with. Their customer service is what keeps me doing business with them. I would recommend Servman software to my friends...

Easy to use, covers a great deal efficiently,,, we still have accounting questions.

Aug 20, 2015
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: Ease of use, not hard to train a new employee. Most of the work does not take more than a couple of clicks to receive an answer to a search. I wish they all would only take a couple of clicks. Reliable up time. They have a very good support structure and two of my favorite vendor employees(of the 100 or so we deal with) work at Servman. The con, we still have questions about the accounting side. We are about to use them for our CRM, so we are anxious about how that result will be. I'm not familiar with Chrystal Reports, so I think I'm missing out on some good functions and efficiencies..

Servman provided us with a customizable totally integrated software solution.

Aug 20, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: There are 2 things that I like most about Servman: (1) It can be customized by our programmers (or Servman) to fit the way that we do business, and all of the reports are created in Crystal Reports, so we can create our own reports or modify standard reports using the developer version of Crystal. (2) It is totally integrated with the general ledger. (We didn't have to purchase a separate accounting package or resort to Quick Books.) One of the things that we don't like about Servman, is that it uses remote desktop. It would be nice if it was internet based. But, overall, it is a great product and one that we have been using for 10 years.

If you are in the Service Industry...This IS the software for you!

Aug 20, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Great product. Easy to use, and offers the combination of accounting, inventory and most importantly service and job management. Took 18 months of searching to find this product, well worth the wait.

Cube Six ServMan

Aug 02, 2011
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: ServMan represents a fully integrated product that allows us to link all aspects of managing our business. General Accounting, Scheduling, Work Orders, Purchasing, Inventory, Customer Data Base, Quotes, Payroll, and Sales all link together to give us total control of, and instant access to, the information needed to make the hundreds of daily decisions required in the management of any business. I do not believe that Under/Comm, Inc. would be the successfull company we are today without the use of ServMan. ServMan has allowed us to quickly identify and follow trends. In an industry where weeks can make huge differences in technology, ServMan has helped put us on the leading edge of our industry and ahead of our competitors.

Cons: To date, we haven't found any. ServMan fits us perfectly.

Overall: Having been through several other programs before lucking into ServMan, I can tell you that you've found what you're looking for. Save yourself some money and trouble. . .start here first. You'll never look back.

ServMan Review

Jun 03, 2011
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Pros: *Very easy system to implement into an organization.
*User friendly, with excellent and timely customer service. Few issues in the past 7 years of use, and in all instances resolved within a 24-hour timeframe.
*Robust modules allow visability across all aspects of the business and allow for information to be easily found and conveyed to customers.
*Great scheduling boards and capabilities for Service related fields.

Cons: * Report customization can be tricky, even with the support classes, unless you have a user extremely well versed in Crystal Reports.
*Would like to see more e-based items that would allow easier communication with our customer base for appointments, installs and accounting related items.

Overall: ServMan has proven to be a useful system for managing Sales leads and Installation jobs in the Service sector. It was easy to implement and quick for users to pick up, insuring a seamless transition from our older system to ServMan.
ServMan offers a wide range of features, and has been essential in providing all departments with access and visibility to customer orders at the click of the button, while at the same time allowing administrators to modify and limit settings for users based on their job role.
Customer service and resolution timeframe have been excellent.

The backbone of our day to day operations.

Jun 03, 2011
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Pros: Tracks all business activity from call reception to payment receipt with complete service history records.

Cons: Customizations require IT knowledge or Servman customer service involvement at cost.

Overall: Highly recommend.

Servman Software

Jun 03, 2011
3/5
Overall
2 / 5
Ease of Use
3 / 5
Customer Support

Pros: Can be taylored to your bussiness.

Cons: Complex system.

Overall: Good system once you have it up and running. But getting there can be a struggle.

Great Product with Great Support and Trainng

Jun 02, 2011
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Servman has been a great improvement from previous client management and billing programs we used previously in our 25-year old restaurant service business. They thoroughly explained and walked our management and staff through everything to expect prior to and during the transition, and provided plenty of training and support to get us up and running smoothly. The staff is very eager to help us with any issues that come up, and always suggest various approaches to better utilize the program features in our business.

Cons: Not specifically designed for a recurring route-based business such as ours.

Overall: Would highly recommend the Servman Software to any service-based business that is looking for an easy to use and feature rich client management and invoicing software product.

happy with our relationship

May 31, 2011
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Pros: The Servman software allows us to access customer information quicker and more accurately than before.

Cons: As ServMan grows their support will be stretched. So far they seem to have this under control.

Overall: I would strongly recommend ServMan

Dispatcher

May 27, 2011
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Schedule Board for a very diversified company works very well. The client base and history is superb. Also any possible conversions needed are readily addressed.

Cons: Our client base is huge and this sometimes causes system to drag down.

Overall: Would like to see a much faster save time within program. It is acceptable now but speeded up would be great

ServMan is Software for Your Company

May 27, 2011
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: One of the best things that our organization enjoys is the ability to customize the software. The specialized nature of our business gave CubeSix the opportunity to show us the real power of the ServMan product and we are very pleased with the results.
The support is second to none. There is nothing like being able to get a live person on the phone when you are having an issue. Most problems are usualy resolved in one phone call.

Cons: There are no cons that I would comment on.

Overall: I would recommend ServMan to anyone who has a need for customizable software that just WORKS!
The staff at ServMan are fantastic to work with. As a customer I get the feeling that no matter how complicated the problem, CubeSix will find a solution.

Servman comments

May 27, 2011
4/5
Overall
4 / 5
Ease of Use
3 / 5
Customer Support

Pros: We like the fact that we can add our own features, create our own reports, etc. We appreciate the strong accounting functions and the easy audit trail. Overall, I think it is a strong software package. Servman Mobile has been a valuable tool for our technicians.

Cons: Some of the support technicians are excellent while others seem less than enthusiastic and less knowledgeable of the basic product. At times the system seems to bog down (run slow) when we have a lot of users running reports, creating work tickets, moving inventory, invoicing, etc.

Overall: Overall I would recommend the product to others.

Powerful software

May 27, 2011
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Pros: Just the fact that we were able to integrate with our HTE system, is huge. The ability to read and write to/from this system has been a huge benefit to our company.
Overall a very professional experience working with the company and the project team that handled our implementation.

Cons: The only thing I can say that may be a con would be the default reports are a bit cluttered. I'm sure with customizing it would be perfect.

Overall: I would recommend this product to other companies in the future.

Awesome Company!

May 26, 2011
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Absolutely have been happy with the service and software from Servman ! I have never heard the words "No we cant do that!" They have always performed above and beyond my expectations in the way they support the software and work with me to deliver outstanding service to my clients. Thanks !!

Cons: I can not think of a time when the service and support was not awesome!

Overall: I would recommend Servman to anyone wanting to have a top rated company help you achieve your service software needs.You can count on them to be there whenever you need them!

Servman is probably the most technoligically advanced system on the market.

May 26, 2011
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Pros: Love the schedualing, inventory and up to date financial reports.

Cons: Would like to see some type of spell check in the notes fields.
Would like to see the accounting a little more intuitive.
The mapping software interface with mapoint needs some attention the optimization charachteristics are week.

Overall: I recomend the system highly and will be implimenting it into other business transactions.

Long time ServMan user

May 26, 2011
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Pros: Has meet our needs as we have grown. Their pricing is fair and we like the fact that it is pay to play rather then a lot of upfront expense and re-purchase for upgrades. The product is fairly adaptable and easy to customize to meet individual needs. Great product for field service and scheduling. Good people to deal with. Very accessible and understanding.

Cons: Could do a better job of keeping users informed of improvements and new functionality. Sometimes a bit slow on project completion when they are busy due to what appears to be staffing limits. General support is very good and responsive.

Overall: A great product, great people. Certainly a very good choice for small to medium size service businesses.

Mark VII

May 26, 2011
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Pulling reports is fast and easy I have numbers within minutes. Easy to use

Cons: I wish I was upgrade to the newer version it may help on some of the reports that I have to pull a few different reports to get a number I need

Overall: Its a great system and I am trying to get the entire Mark VII company to convert to this.

Superb Software

May 26, 2011
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Ability to customize
Features and modules always growing
Support
Stability

Cons: None worth mentioning

Overall: We have been using Servman since 1999. Whenever there is a new procedure or business process I need to implement, Servman stands ready to add the customization immediately. I was told in the beginning that if I could write what I wanted on paper, it could be done and I thought "No way, they are just trying to make the sale". I was wrong! The Servman Mobile Module alone has saved us an enormous amount of money as we are virtually paperless. Our annual sales have grown from $3 million in 1999 to over $30 million today and we owe a portion of that growth to Servman. I am proud to be a Servman client.

C Keeler

May 26, 2011
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: We looked at a lot of products and had been on one that said it could be customized, but really could not. We found that Servman was the only software that fit all our needs. It allowed us to make customizations that fit our company and this allows us to better serve our customers . Everyone at Servman has been great to work . The product did what they said it would do and still does.

Cons: we have no cons with this product

Overall: would recomend this to any size company.

ServMan Review

May 26, 2011
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Customer service is outstanding. Software is very user friendly and logical. I love the flexibility. Great integration between scheduling/dispatch and accounting.

Cons: I wish I knew Crystal Reporting because I would be able to do a little more on my own instead of relying on ServMan so much.

Overall: I would definitely recommend this software to any service based business. Coupled with superior customer service - you can't go wrong.

Review 5/26/11

May 26, 2011
3/5
Overall
3 / 5
Ease of Use
4 / 5
Customer Support

Pros: System is very robust, most screens are user-friendly. Great integration between modules and reporting capabilities. PO integration to A/P very strong.

Cons: Lacking consistency between modules as far as cursor locations, requirements for immediate entry or having to grab the mouse, tab key, etc. Lot of little glitches still with things having to be checked vs. system default, ie, use/sales tax options. Flat rate book only prints in Landscape mode, not Portrait (created twice the size of book). Restocking features are smart, but very cumbersome & time consuming. Departmentalization is too extreme in G/L, could achieve some of the intention of G/L coding by utilizing Work Types better. Would like easier self-customization of screens, ie, Service Call-taking screens are too involved, too many, time consuming, missing pertienent information. There is very basic information that should be available already, without always being "quoted a price" to get it in there. There is still a ton to learn that we haven't even seen yet, still trying to smooth things out to have full confidence after 4 months.

Overall: Coming from two fully integrated accounting systems, ServMan does work well at this point, but could still use tweaks in many areas.

Executive Vice President

May 26, 2011
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Pros: Servman has been a pleasure to work with. The initial installation was well planned and was a smooth transition. We have found customer service to be very responsive and helpful in getting any issues or questions taken care of quickly. It seems besides getting my issue solved I always come away with at least one way to better utilize the software. We recently had Matt Fisher from Servman on site to help us better utilize different parts of the software. Again, it was a well planned visit and everything was well documented for us to review once he was gone. I have also attended several of the webinars they put on and found them to be helpful .

Cons: We have had very few issues to speak of.

Overall: I would highly recommend the product.

ServMan Software

Mar 19, 2010
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Pros: Great support, little it won't do out of the box and what it dosn't do, you can customize the application to meet your specific needs.

Cons: You can get addicted to customizations! This can get expensive.

Overall: Highly recommend for anyone in the break fix or maintenance industries.