Home  ›  Features

Everything ServisBook can do

One system in which you plan the work, agree the date with the customer and keep a record of how the order went.

Each feature has its own page with a detailed description and an example from operation.

Free trial → Pricing
30 days free · no credit card

Nine features, each on its own page

How the features connect: from the phone call to the next service

The features are not separate modules. Each takes data from the previous one, so nothing is entered twice.

1

Order

Created in the office, even during the phone call. Until it has an appointment, it waits in the queue of unscheduled work.

2

Capacity

The “Who is free when” panel returns technicians with the required skills and their free time after subtracting work, absences and blocked time.

3

Appointment

The customer picks from a link with free days, or you create the appointment straight in the Technician plan. You can block the offered days in the meantime.

4

Work in the field

In My day the technician sees their appointments, starts and finishes work and logs tasks. The office sees the status straight away.

5

History and the next service

Changes, attachments, work reports and the signed report stay on the order. Equipment recorded in the register keeps track of the next check due date.

More features that do not have their own page

A detailed description of each is in the app manual.

Automatic scheduling

The Schedule all button goes through the queue of unscheduled orders and suggests who handles them and when. For each row it shows travel in kilometres and minutes. Nothing is saved until you confirm the suggestion; then you create the appointments or send offers to customers.

Travel and the day map

Travel is calculated from the technician's home address and the location of the previous appointment as a cautious estimate. The day map shows the stops of all technicians in the order they will go and lists which orders are missing from the map and why.

Client link

A permanent link on which the customer sees their appointments and can confirm them, ask for a different one or for a cancellation. They do not see prices or the inside of the order. The response shows up in the office in the To resolve strip.

What ServisBook deliberately does not handle

ServisBook plans people and dates and keeps the history of the order. It does not issue invoices, does not keep stock and does not replace an accounting or ERP system; the invoiced status serves the office only as a mark that the order has been billed. The map and travel show an estimate of the journey, not road navigation. The app for technicians runs in the browser and needs an internet connection. If you need one of these inside the scheduler, it is better to know before the trial than after it.

Choose your industry

The same core, different operating scenarios. Pick the industry closest to yours.

HVAC and air conditioning

Seasonal peaks, multi-day installations and routine cleaning in one schedule.

→Plumbing, heating, gas

Emergencies and planned installations. See who can be moved and with what impact.

→Electrical installation and service

Assignments by certification and within the operating windows set by the customer.

→Control and instrumentation

Short jobs of a few hours and weekend shutdowns in one schedule.

→Service and installation companies

One-day jobs and multi-day installations on a single team capacity.

→Inspections and periodic checks

Inspection intervals tracked on equipment. The overview shows what is due and what is overdue.

→Doors, gates and operators

Survey, installation, handover with a report and annual operator inspections for one customer.

→Photovoltaics and heat pumps

Installations, annual checks and seasonal heat pump service on a single team capacity.

→

Try ServisBook on your own orders

Registration takes five details; you then set up the plan for your actual team.

Free trial →
Free for 30 days · no credit card
Book a demo