ServeLynx
The All-in-One Service Management Platform for Growing Service Companies
ServeLynx gives your service business a complete operating system — from the first lead to the final invoice. Manage customers, dispatch field technicians, track time and location, handle inventory, and collect payment, all in one connected platform.
Everything Your Service Business Needs
ServeLynx replaces multiple disconnected tools with one intelligent platform. Every module works together, giving your team a single source of truth.
Lead Management
Capture, track, and nurture leads from first contact to signed customer. Assign leads to your team, log follow-ups, and convert them into full customer accounts without losing any context.
Customer Management
Maintain complete customer profiles including contact details, service history, equipment, warranties, notes, and billing preferences. Every customer interaction at your fingertips.
Service Calls & Inspections
Create and dispatch service calls with full job details, checklists, and inspection forms. Technicians complete structured inspections in the field, and results are automatically saved to the job record.
Time Tracking
Technicians clock in and out directly from the mobile app. Track time per job, per technician, and per day. Accurate labor data flows directly into invoicing and payroll reporting.
GPS Localization
See where every technician is in real time. GPS tracking shows current positions and job-to-job routes, helping dispatchers optimize assignments and giving customers accurate arrival estimates.
Quotes & Estimates
Build professional quotes in minutes. Add line items, labor, parts, and taxes. Send quotes directly to customers for digital approval. Accepted quotes automatically create service calls.
Invoicing
Generate invoices from completed service calls with one click. Apply discounts, payments, and taxes. Send invoices by email or SMS and collect payment through Square or Stripe directly from the invoice.
Inventory Management
Track every part, supply, and piece of equipment across your warehouse and service vehicles. Technicians can look up and use parts on the job. Stock levels update automatically when parts are consumed.
Warranty Management
Register equipment warranties tied to customers and service jobs. Get alerts when warranties are expiring. Service history linked to warranties ensures you always know what is and is not covered.
Connects with the Tools You Already Use
ServeLynx integrates natively with industry-leading payment, communication, and marketing platforms — no extra configuration required.
Square
Accept card payments in the field or on invoices. Process transactions, refunds, and payment links directly through ServeLynx.
Stripe
Online payment processing for invoices and quotes. Supports ACH, credit cards, and digital wallets with automatic reconciliation.
Mailchimp
Sync customer data to Mailchimp to run automated email campaigns, seasonal promotions, and service reminders — all triggered from ServeLynx.
Twilio
Send automated SMS notifications to customers for appointment confirmations, technician arrival alerts, and invoice delivery via Twilio.
ServeLynx in Your Pocket
Our native mobile app for Android and iOS puts the full power of ServeLynx in the hands of your field technicians. Launching soon on the App Store and Google Play.
- View and manage assigned service calls from anywhere
- Complete inspection checklists and attach photos in the field
- Clock in and out of jobs with automatic time tracking
- Real-time GPS check-in to notify customers of arrival
- Look up customer profiles, service history, and warranties
- Access inventory and log parts used on each job
- View and send quotes and invoices on the spot
- Collect payments via Square or Stripe from the field
- Receive push notifications for new job assignments
Up and Running in Days
Our onboarding team handles the setup. You focus on running your business.
Kickoff & Setup
We configure your ServeLynx environment, import your existing customers, and set up your team accounts and permissions.
Customize Your Workflow
Define your service types, inspection templates, inventory catalog, and pricing. ServeLynx adapts to how you already work.
Go Live & Dispatch
Start creating service calls, dispatching technicians, and collecting payment. Your team gets the mobile app for real-time field operations.
Grow with Insights
Use real-time dashboards to track revenue, technician productivity, open jobs, and customer retention. Make smarter decisions every day.
Simple, Transparent Pricing
Plans built for service companies at every stage. No hidden fees. Contact us for a custom quote.
Starter
Perfect for small service companies getting organized for the first time.
- Up to 3 technicians
- Customers & leads
- Service calls & dispatch
- Quotes & invoices
- Square or Stripe payments
- Email support
Professional
For growing service companies that need advanced operations and field tools.
- Up to 15 technicians
- All Starter features
- GPS tracking
- Time tracking
- Inventory management
- Inspection forms
- Warranty management
- Mailchimp & Twilio
- Mobile app (iOS & Android)
- Priority support
Enterprise
For large operations with multiple locations, teams, and advanced reporting needs.
- Unlimited technicians
- All Professional features
- Multi-location support
- Custom integrations
- Dedicated account manager
- Custom reports
- White-label option
- SLA & uptime guarantee