Servicebay: Business Manager

The all-in-one service management app to manage, run, and grow your service business. Servicebay brings job management, customer CRM, scheduling, inventory, quotes, invoices, and online payments into one powerful platform — so you stay organized and get paid faster.

JOB MANAGEMENT Stay organized with intuitive job and work-order tracking. • Assign jobs to customers and assets, customize statuses, and schedule in-store, onsite, or remote work • Assign team members and capture notes, signatures, and service logs • Add photos, videos, files, and links; manage warranties and warranty jobs • Track jobs across workstations and service bays • Generate quotes and invoices from any job for faster payment

CUSTOMER MANAGEMENT (CRM) Keep every customer in one place. • Track details, preferences, and full service history • Monitor booked-in assets and job progress • Call, email, or message customers in a tap

SCHEDULING & APPOINTMENTS Plan your team’s day with a built-in calendar. • Create appointments and assign job dates and times • Sync external calendars and send customer reminders • Offer online booking and manage team availability

INVENTORY MANAGEMENT Keep stock under control with smart tools. • Real-time stock levels with low-inventory alerts • Manage suppliers, purchases, and categories • Auto-deduct parts used on jobs and track cost price for margin reporting

SERVICE TEMPLATES • Build reusable templates for common repairs and apply them to jobs, quotes, or invoices instantly

INVOICING, QUOTES & PAYMENTS Turn work into revenue, fast. • Create and email itemized quotes and invoices • Convert a quote to an invoice in one tap • Accept card payments online, take deposits, and track balances

AUTOMATED INVOICE REMINDERS • Schedule automatic email reminders for unpaid invoices with organization-wide defaults — get paid without the awkward chasing

REPORTS & ANALYTICS Make decisions with real numbers. • Live dashboard with KPIs, trends, and charts • 8 built-in reports: accounts receivable, revenue, pipeline, jobs, team productivity, customers, inventory, and scheduling • Track revenue, profit margin, win rate, and outstanding payments by week, month, quarter, year, or custom range

ACCOUNTING INTEGRATIONS • Two-way sync with Xero and QuickBooks Online — keep customers, invoices, and payments in sync automatically

SMART NOTIFICATIONS • Push and in-app alerts for payments and accepted quotes • Close completed jobs straight from a notification

AI-POWERED SETUP • Describe your business and let AI tailor your categories and industry setup in minutes

TEAM MANAGEMENT • Invite team members, share real-time job and inventory updates, and message or @mention teammates in-app

MADE FOR YOUR INDUSTRY • Customize categories, asset terminology, statuses, and fields • Choose light or dark themes and flexible settings

Perfect for: Auto Repair, IT Services, Plumbing, HVAC, Electrical, Appliance Repair, Home Cleaning, Landscaping, Pest Control, Locksmith, Beauty & Wellness, Pet Grooming, Electronics & Phone Repair, Jewelry, Bike, Fitness, Musical Instruments, Photography, Consulting, Catering, Roofing, and more.

Why Servicebay? Built by service pros to save time, cut errors, and deliver a great customer experience.

Free to try — perfect for solo operators and growing teams. Download Servicebay and transform the way you run your service business.

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