Customer Management
Keep customer details, enquiries and service history organised in one place, so every conversation starts with context.
Built for service businesses
One platform. Smarter business management.
Servixyo aims to bring your customer relationships, day-to-day operations and intelligent automation together in one simple platform, so you spend less time juggling tools and more time serving customers.
- Designed for plumbers, cleaners, HVAC teams, agencies and more
- Customers, scheduling, teams and payments in one place
- Intelligent automation for repetitive admin work
Core capabilities
Everything a service business runs on, designed to work together
Servixyo is being built around six connected areas, so your information flows between them instead of living in separate tools.
Business Operations
Track jobs, quotes, invoices and payments through a clear workflow from first enquiry to completed work.
Appointments & Scheduling
Plan visits and bookings in a shared calendar that helps avoid double-booking and missed appointments.
Team Management
Assign work, coordinate staff and keep everyone aligned on what needs to happen today and next.
Reporting & Insights
See how your business is performing with clear reports that help you make decisions with confidence.
Intelligent Automation
Let AI-powered workflows take care of repetitive tasks like reminders and follow-ups, freeing your team for real work.
Servixyo is currently in development. The capabilities above describe our product vision and will be introduced progressively. Explore the features page for more detail.
Why connected management matters
Stop stitching tools together. Start running one business.
Many service businesses rely on spreadsheets, messaging apps, paper notes and separate calendars. Information gets lost between them. Servixyo is designed to bring those pieces into a single, connected system.
A single source of truth
Customers, jobs, schedules and payments live together, so your team always works from the same information.
Less manual admin
Automate reminders and routine follow-ups so repetitive tasks stop eating into your day.
A better customer experience
Respond faster and stay organised, so customers feel looked after from first enquiry to final invoice.
Clearer decisions
Connected data makes it easier to see what is working and where your business can improve.
Without a connected system
With Servixyo’s connected approach
- Enquiry captured against the customer record
- Job scheduled and assigned to the right team member
- Reminders and follow-ups handled by automation
- Invoicing and reporting from the same data
How it works
Three simple steps to a more organised business
Servixyo is designed to be easy to adopt, without lengthy setup or technical know-how.
Set up your business
Add your services, customers and team. Start with what you have and build from there.
Run everything in one place
Manage enquiries, appointments, jobs and payments from a single connected workspace.
Automate and grow
Let intelligent automation handle routine work while reporting shows you where to improve.
Who Servixyo is for
Built for the way service businesses work
Whether you work on-site or from an office, Servixyo aims to support the many kinds of businesses that deliver services.
Plumbing & electrical
Manage call-outs, quotes and follow-ups for trade businesses on the move.
HVAC & AC services
Schedule installations and recurring maintenance visits with less back-and-forth.
Cleaning & maintenance
Coordinate crews, recurring bookings and client communication in one place.
Repair & installation
Track jobs from request to completion and keep customers informed along the way.
Agencies & professional services
Organise clients, projects and team workload without heavyweight software.
Consultants & other providers
Handle bookings, client records and invoicing in a simple, professional workflow.
Not sure whether Servixyo fits your business? See our solutions or get in touch.
Ready to see smarter business management in action?
Try Servixyo for yourself, or book a free demo and talk through how it could fit your service business.
Questions first? Contact the Servixyo team.