Customer Management

Remember Every Customer.

Forget the spreadsheet. One profile per customer. Every invoice, every appointment, every note. Built automatically as your team works.

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One Profile, the Whole Story

Pull up a customer and see everything. Every invoice, every appointment, every note, going back to day one. No more asking "have we worked with them before?"

Customer Data

Profiles and Contact InfoName, company, email, phone, SMS preference. One tap to call, one tap to text.
Structured NotesCheckboxes, dates, file uploads, dropdowns. Capture what matters, not what you remember.
Note TemplatesYour team fills in the same fields every time. Consistent records without policing anyone.
Preferred Contact MethodEach customer chooses how they want to hear from you: email, text, or call. Servetty respects the preference automatically.

Financial

Invoices and BalancesFull financial history right on the profile. No switching tabs, no second app.
Full Audit TrailEvery action, every timestamp, every team member. Nothing gets lost, nothing gets forgotten.

Organization

SearchFind any customer by name, phone number, or a single word buried in a note three months ago.
Tags and SegmentationLabel customers "Residential," "VIP," "Monthly Plan" and filter your list by any of them.
Locations and Service AreasMultiple geocoded addresses per customer with map support. Route your day, not your memory.
Archive and RestoreArchive inactive customers without losing their history. Bring them back with one click when they return.

Every Interaction, Logged

Open a customer profile. Scroll down. Every invoice sent, every appointment booked, every payment collected, every note added. The timeline builds itself as your team works. No one has to remember to update anything. The work is the record.

Every Invoice. Every Payment. One Place.

See the full financial story of any customer at a glance. What they owe, what they have paid, and what is coming due. No more digging through a separate billing app to answer a simple question.

The Numbers That Matter

Every customer profile surfaces the financial picture at a glance. Monthly revenue, lifetime value, outstanding balance. The numbers you need to make decisions, not dig through reports.

Late Payments Chase Themselves

Set your reminder schedule once. Servetty sends the first nudge when an invoice goes overdue, a firmer follow-up a week later, and a final notice after that. Each message includes a direct link to pay. You stop chasing. They start paying.

Know Your Customers. Get Paid on Time. Grow the Relationship.

Spreadsheets track rows. Servetty tracks relationships. Every profile, every invoice, every interaction in one place. The CRM that builds itself while you build your business.

Your Best Customers Deserve Better Than a Spreadsheet

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