Serwiz is focused on saving time for small business owners and helping them stretch their resources further.


Improve operations by controlling the customer facing experience as well as the operational experience in one place.

Highly Customizable

Customize features to seamlessly fit into your business. Serwiz is a compliment to your business operations.

Features You’ll Actually Use

Many CRM’s come loaded with bells, whistles and high costs. Serwiz is a lightweight CRM created with local service businesses in mind. Serwiz was created to help take small business operations to the next level.

Manage the entire sales process

Take control of sales from leads to estimates. Make the most of hard-earned work requests.


Create Estimates Fast

Easily track, manage and customize estimates.


Multi-Pipeline Manager

Customize your sales and operations pipelines. Simply drag and drop work requests across stages to manage your pipelines.


Calendars you will love to use

You have complete control over your schedule and events in one easy-to-use and color-coded interface. Integrate with the Google Calendar.


Create Invoices easily from scratch or from confirmed estimates



Integrate your Gmail or Google Workspace inbox right into Serwiz for two-way email sync. Associate conversations to companies, contacts, and work requests with one click.


Integrate Directly with Gmail

Turn emails into leads, contacts, and work requests in Serwiz without leaving your Gmail inbox.


Create Custom Forms

Gather the information you need to close prospects and get jobs booked.

Jobs Booked
Quotes sent to clients

Less Work, More Profit.

Eliminate time consuming and repetitive tasks from operations, scheduling, billing and accounting.

Go Paperless with Serwiz!

Ditch the paper, increase your profits.
Grow Your Local Service Business
  • Lead Management
  • Multiple Pipeline Views
  • Quick Estimating with E-Sign
  • Booking and Scheduling
  • Recurring Work Orders
  • Easy Invoicing
  • Payments
  • Document Management
  • Schedule and Events
  • Texting
  • Google Calendar Integration
  • Two-Way Email Sync
  • Gmail Add-On
  • Dashboard Analytics
  • Operate Multiple Locations
  • Custom Views and User Permissions
  • Advanced Customizations

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