Client management
Clients will love
live job updates.one-tap quotes.instant answers.effortless renewals.
Nothing damages a good contract faster than silence. S3RV. gives every client a live window into their jobs, one-tap approvals and a helpdesk that answers before the phone rings, turning routine service into the reason clients renew and recommend.
Client portal
A portal they actually log into, branded as yours.
Give every client a live window into their jobs and watch the "where is my engineer" calls disappear. It carries your logo, your colours and your domain, so it feels like the platform you built, not one you rent.
- Clients log jobs themselves and watch progress update in real time
- Certificates, job cards and photo evidence self serve, so nobody emails to chase paperwork
- Live spend, contract status and full history, so reviews stop being arguments
- Unlimited client logins, at no extra cost, on every plan
Magic link quotes
Quotes accepted in one tap, often the same day.
Every hour a quote sits unanswered is an hour a competitor can win the work. Send a secure branded link, your client opens it on their phone and approves, and the job is scheduled before they have put the kettle on.
- No password, no portal barrier, no PDF lost in a spam folder
- Accepted quotes convert straight into scheduled jobs with costs already attached
- Automatic polite follow ups so nothing goes cold while your estimator is on site
- Every view, question and approval time stamped for a clean audit trail
Quote QT-1183 · Ashcroft Retail Park
AI helpdesk
Your shared inbox becomes a proper ticketing system.
Connect your Office 365 mailbox and, in a couple of clicks, that noisy inbox turns into a tracked helpdesk. AI reads, matches and drafts, your team checks and sends, and response times stop being something you apologise for.
- Every inbound email becomes a tracked ticket with an owner and an SLA timer
- AI classifies urgency, matches the client and site, and drafts the reply in your tone
- One click turns a ticket into a job or a quote, with the whole thread attached
- Escalation flags so nothing quietly dies at five to five on a Friday
Helpdesk inbox
Office 365 · helpdesk@yourcompany.co.uk
facilities@ashcroft-retail.co.uk
No heating in unit 4, staff sent home
Morning, the AHU in unit 4 has packed up again and it is freezing...
Relationships
Every client, site and promise, in one trusted record.
Contracts are rarely lost on price, they are lost because nobody could prove the value. Keep the whole relationship in one place and walk into every renewal with the evidence already on the table.
- Unlimited clients, sites and contacts, at no extra cost, ever
- PPM schedules and contract renewals surfaced long before they expire
- A complete history of everything promised and everything delivered
- SLA performance per client, so renewal conversations are backed by facts, not memory
Ashcroft Estates Ltd
Client since 2021 · 4 sites · 11 contacts
Sites
Ashcroft Retail Park
142 jobs
Meadowbank Centre
88 jobs
Kingsway Depot
37 jobs
Harbour House
24 jobs
Recent history
Quote QT 0472 accepted
Kingsway Depot · 2 days ago
Quarterly PPM completed
Ashcroft Retail Park · 6 days ago
Renewal call logged by Dan
Contract CT 114 · 3 weeks ago
Contract CT 114 renews in 62 days
£46,800 value · 96% SLA over the term
Unlimited clients, unlimited portal logins. No per seat surprises.
The portal, the magic links and the AI helpdesk are all included in one flat monthly price, however fast you grow.