Every Tool Your Field Service Business Needs
ServeLynx brings together scheduling, invoicing, inventory, customer management, and team operations in one unified platform — no integrations required.
Scheduling & Dispatch
Stop managing appointments on a whiteboard. ServeLynx gives you a live calendar where you can create, assign, and reschedule service jobs in seconds — then dispatch technicians with a tap.
- Calendar and list view for all appointments
- Assign technicians to specific jobs and time slots
- Reschedule with drag-and-drop ease
- SMS and email confirmation to customers via Twilio
- Appointment work sessions with clock-in/out tracking
- Photo capture and customer signature on completion
- Automatic service report PDF generation
Quotes & Invoicing
From quote to cash in one seamless workflow. Generate professional PDF quotes, get customer approval, convert to an invoice, and collect payment online — all without leaving ServeLynx.
- Professional PDF quotes with your branding
- Email delivery and customer approval tracking
- One-click quote-to-invoice conversion
- Full invoice lifecycle: Draft → Sent → Paid / Partial / Voided
- Online payment via Stripe or Square
- Partial payments and payment link sharing
- Coupons, discounts, and refund management
- Automated PDF invoice via WeasyPrint
Service Contracts & Auto-Billing
Lock in recurring revenue with service contracts. ServeLynx automatically generates invoices on your billing schedule — monthly, quarterly, or annually — so you never miss a billing cycle.
- Recurring service agreements for any billing interval
- Auto-billing: invoices generated automatically by scheduler
- Asset and equipment tracking with serial numbers
- Installation dates and service history per asset
- Warranty management with expiry alerts
- Contract document storage and customer access
Inventory Management
Know exactly what you have, where it is, and when to reorder. ServeLynx tracks parts and materials across all your warehouse locations and automatically deducts stock when technicians use it on a job.
- Real-time stock tracking per warehouse or branch
- Reorder thresholds and low-stock alerts
- Cost and price tracking per item
- Barcode and QR code generation for each item
- Inventory transfer workflows between locations
- Parts deducted automatically when used on jobs
- Vendor/supplier purchase tracking
- Storage locations, lots, and containers
Customer Portal & Self-Service
Reduce calls and emails by giving your customers a branded self-service portal. They can view invoices, make payments, sign quotes digitally, and see their entire service history — anytime, anywhere.
- Secure per-customer login with staff-controlled access
- View and download invoices and approved quotes
- Online payment via Stripe directly through the portal
- Digital signature capture for quotes and agreements
- Full service and payment history
- Document access — service reports, warranties, contracts
Team Management & Multi-Location
Whether you have 2 technicians or 200, ServeLynx scales with your team. Role-based permissions ensure every employee sees exactly what they need — nothing more.
- Unlimited staff accounts with individual logins
- Role-Based Access Control (RBAC) — granular permissions
- Assign technicians to locations and service areas
- Time clock: clock in/out with GPS timestamps
- Time-off requests and approval workflows
- Time tracking reports for payroll and productivity
- Department and location-scoped data visibility
Reporting & Analytics
Get a clear picture of your business at a glance. The ServeLynx dashboard shows revenue, open invoices, scheduled appointments, and recent activity — so you always know where things stand.
- Dashboard overview: revenue, invoices, appointments
- Time tracking reports per employee and per job
- Geo-location map: real-time and historical technician positions
- Inspection forms with pass/fail results and photo evidence
- Financial reporting: payments received, outstanding balances
Mobile App & GPS Tracking
The ServeLynx mobile app (iOS & Android) keeps your field team connected. Technicians clock in, update job statuses, use parts, and share their live location — the office sees everything in real time.
- Available on iOS (App Store) and Android (Google Play)
- JWT-authenticated mobile API with OTP login
- Clock in and out with GPS location timestamps
- View and update assigned jobs and appointments
- Log parts used, deducting directly from inventory
- Live GPS location sharing — visible on office map
- Historical location tracking per technician
Connects to Your Existing Stack
ServeLynx integrates natively with payment gateways, SMS, accounting, mapping, cloud storage, and AI services.
Stripe
Primary payment gateway. Checkout sessions, webhooks, partial payments, and refunds — fully integrated.
Square
Alternative payment gateway with dedicated webhook support for businesses already using Square.
Twilio SMS
Outbound SMS notifications for appointment confirmations, reminders, and customer updates.
Google Maps
Address validation, geocoding, and live technician location visualization on an interactive map.
QuickBooks
Accounting sync via webhooks — keep your books in sync without manual data entry.
AWS S3
Cloud file storage for all documents, photos, PDFs, and uploads — secure and scalable.
Mailchimp
Sync your customer list for email marketing campaigns and service announcements.
OpenAI
AI-powered content generation to help your team write service descriptions, quotes, and reports faster.
See All These Features Working Together
Request a personalized demo and see exactly how ServeLynx would work for your business.
Request a Free Demo