Powerful Features for Modern Business
Discover all integrated modules designed to streamline every aspect of your business operations.
Dashboard
Your central command centre. Get a real-time overview of KPIs, revenue, tasks, and team activity at a glance.
KPIs & Metrics
Track performance in real-time
Revenue Overview
Financial health at a glance
Task Summary
Pending, overdue, completed
Team Activity
Who's doing what, when
Client & Company Management
Companies
Complete company profiles with parent/child hierarchy, multiple locations, contacts, and full interaction history.
Users List
Manage client portal users with role-based access, activity tracking, and secure authentication.
Quotes, Projects & Estimates
Powerful tools for pricing, project management, and cost estimation.
Quotes
Create professional quotes with line items and tax calculations. Version tracking, status management, and one-click conversion to invoice.
Projects
Comprehensive project views with overview, tasks, files, notes, and activity tabs. Track progress with visual indicators and timelines.
Tasks
Kanban board and calendar views for task management. Link tasks to any entity, set up recurring tasks, and track time spent.
Cost Estimator
Build accurate cost estimates with labour, materials, and markup. Save templates for quick quoting on similar jobs.
Service Management
Track service delivery, generate reports, and handle emergency calls efficiently.
Service Reports
Digital service reports with photos, signatures, and timestamps. Generate professional PDF reports for clients automatically.
Emergency Calls
Log and dispatch emergency callouts. Track response times, assign engineers, and maintain complete call history.
Accounts & Finance
Complete financial management with UK VAT compliance and HMRC MTD integration.
Invoices
Generate PDF invoices with your branding. Multiple tax rates, payment terms, email delivery, and partial payment tracking.
Contracts
Manage contract terms, renewal tracking, and insurance dates. Full audit trail and document version control.
Payments
Record and link payments to invoices. Support for Stripe, Revolut, and cryptocurrency. Automatic reconciliation.
Expenses
Track business expenses with categories and receipt uploads. Approval workflow, VAT reclaim tracking, and export.
Budget
Set and track budgets by project, department, or cost centre. Visual dashboards show spend vs budget in real-time.
Payroll
UK PAYE and National Insurance calculations. Generate payslips, P60s, and handle statutory payments automatically.
Procurement & Vendors
Streamline your purchasing workflow with vendor management and purchase orders.
Vendors
Manage supplier profiles, payment terms, contact details, and track purchase history for better negotiations.
Purchase Orders
Create and approve purchase orders with multi-level approval workflows. Track delivery status and goods receipt.
HR & Workforce Management
Complete HR suite for managing your team, attendance, shifts, and holidays.
Employees
Comprehensive employee records with personal details, documents, employment history, and performance tracking.
Attendance
Clock in/out tracking with geolocation support. Generate attendance reports, track late arrivals, and overtime.
Shifts / Rota
Create and manage staff rotas with drag-and-drop scheduling. Publish shifts, handle swaps, and track coverage.
Holidays
Holiday request and approval workflow. Calendar view, team availability, and automatic entitlement calculations.
Website & Content Management
Manage your public website with pages, blog, media, and built-in SEO tools.
Pages
Create and manage website pages with a visual editor. SEO-friendly URLs, meta tags, and mobile-responsive layouts.
Blog
Publish news articles and blog posts with categories, tags, and featured images. Schedule posts and manage authors.
Media
Centralized media library for images, documents, and files. Organize with folders, bulk upload, and quick search.
SEO
Built-in SEO with meta descriptions, Open Graph tags, sitemap generation, schema markup, and Analytics integration.
Productivity Tools
Reports
Comprehensive reporting across all modules. Export to PDF, Excel, or schedule automated email reports.
Calendar
Unified calendar view of tasks, events, holidays, and deadlines. Sync with Google Calendar and Outlook.
Messages
Internal messaging system for direct and group conversations. Real-time notifications and file sharing.
System Administration
Users
Manage user accounts with role-based permissions. Control access to modules, data, and actions.
Departments
Organize your business by departments. Assign managers, set budgets, and control visibility.
Locations
Manage multiple business locations with addresses, contacts, and location-specific settings.
PO Approvers
Configure multi-level approval workflows with spending limits. Delegate authority and track approval history.
System Configuration
Fine-tune every aspect of your Servio One installation to match your business requirements.
General
Core system settings including date formats, currency, timezone, and default preferences.
Company
Company profile, branding, logo, address, VAT number, and registration details.
Configure SMTP, email templates, notification preferences, and automated email triggers.
Payment Gateways
Connect Stripe, PayPal, or other payment providers. Configure online payment collection for invoices.
Modules
Enable or disable modules based on your needs. Customize the platform to show only what your team uses.
Themes
Customize the look and feel of your platform with theme colours, branding, and layout options.
Client & Staff Portals
Dedicated access points for your clients and employees with tailored experiences.
Client Portal
A dedicated space for your clients to view projects, invoices, contracts, and service history. Submit requests, track progress, and make payments online.
Staff Portal
Empower your workforce with daily operational tools. Digital sign in/out, holiday requests, service reports, shift schedules, and more.
Next Generation: In Development
New modules currently being built to extend the platform even further.
HMRC MTD Integration
Automated VAT Returns and Income Tax submissions directly within your workflow. Includes Dashboard, VAT Returns, Income Tax, and full Audit Trail.
In DevelopmentStore Module
A unified module for digital assets and physical goods. Integrated stock control, customer checkout, and order management.
In DevelopmentSimple, Transparent Pricing
Choose the plan that fits your business. All plans include all modules.
Small Business
System only, no website
- check_circle All modules included
- check_circle Client & Staff portals
- check_circle Email support
- check_circle UK VAT compliant
Small Business + Website
Full system with custom website
then £399/year
- check_circle All modules included
- check_circle Custom website design
- check_circle Client & Staff portals
- check_circle Priority support
- check_circle SEO & Blog tools
Enterprise
For large organisations
- check_circle Unlimited users
- check_circle Unlimited storage
- check_circle Custom integrations
- check_circle 24/7 support
- check_circle Dedicated manager
Ready to Get Started?
Join businesses across the UK using Servio One to run their entire operation.
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