Clients and contacts


ServMan allows you to easily maintain and retrieve a tremendous amount of information about your clients. From a single screen you can quickly access client account balances, sales histories, open orders, installed equipment, contracts, and more. The program additionally allows you to locate and manage your clients documents and contact information much like many "stand alone" contact management solutions.

Overview -Client Management

Managing clients

Managing contacts

Managing client credit card information

Managing client eCheck information

Client notes

Price books

Link to Tutorials