Welcome to ServiceCortex
Your complete guide to managing field service operations
ServiceCortex is an enterprise field service management platform that brings your entire operation into one place. From the first client inquiry through job completion, invoicing, and follow-up, ServiceCortex gives you the tools to run a more organized, profitable service business.
What you can do with ServiceCortex
- Manage clients and properties -- Keep a complete record of every client, their contact details, service addresses, and full job history.
- Create and schedule jobs -- Build work orders, assign them to your team, and schedule appointments on a shared calendar.
- Send professional proposals -- Generate branded proposals with line items, send them for client approval, and convert accepted proposals into jobs.
- Invoice and collect payments -- Create invoices from completed work, accept online payments through Stripe, and track outstanding balances.
- Communicate automatically -- Set up email templates and automated journeys to keep clients informed at every stage.
- Manage documents -- Store contracts, permits, photos, and other files. Use templates to generate documents and collect e-signatures.
- Track time -- Log time entries against jobs, run timers, and report on labor hours for payroll and billing.
- Connect your tools -- Integrate with Stripe for payments, Xero for accounting, and Google Calendar for scheduling.
- Offer a client portal -- Give your clients a branded portal where they can view jobs, approve proposals, pay invoices, and download documents.