Finance management
Every job, priced right.
Profit, in plain sight.Cash flow, enlightened.Invoices, already out.Margin, understood.
You should never have to wait six weeks to find out whether a job made money. With S3RV. the numbers live on the job itself, so your whole team makes profitable calls on the day, and you finish every month feeling in control rather than braced for bad news.
Bookkeeping integrations
Your accounts package, already connected.
Xero, QuickBooks and FreeAgent plug into S3RV. in minutes, so the finance team stops rekeying and starts getting their evenings back.
- Invoices raised in the system land in your accounts package instantly, with the right nominal codes
- Customers, contacts and payment status sync both ways, so the two systems never disagree
- Supplier costs and purchase orders flow through attached to the job they belong to
- No integration fee, no partner consultant, no six week project. It is simply included
Invoice INV-2841
ReadyAshcroft Retail Park
Job JB-1192, reactive drainage call out
£1,840.00
Sync to bookkeeping
Payment received
Reconcile payment in bookkeeping platform
Invoice paid
Confirmed paid in S3RV.
Billing
The work finishes, the invoice goes out.
No more Friday afternoons reconstructing the week from paperwork. Billing starts the moment the job card is signed off, so cash comes in while the job is still fresh in the client's mind.
- Raise and send the invoice straight from a completed job card, on site if you like
- Staged and part invoicing for projects and long running contracts
- Contract billing runs to schedule without anyone remembering to run it
- Nothing sits waiting for month end, so your cash position stops swinging
Today's billing run
Completed job cards, invoiced
£0
Meadow Court
JOB 1188
£420
Kingsway Depot
JOB 1191
£1,265
Ashcroft Retail Park
JOB 1192
£1,840
Longley House
JOB 1196
£690
Brindle Works
JOB 1201
£2,310
Credit control
Stay ahead of overdue accounts, without the awkward guesswork.
Late payments hide in spreadsheets and memory until they become uncomfortable conversations. Put aged debt in front of the right people, set polite reminders and keep a full follow-up history, so your team acts at the right time and cash keeps flowing.
- Live aged debt against every client, visible to the people who actually talk to them
- Automatic reminders and escalation flags before an invoice becomes an argument
- Overdue accounts flagged on the job, so you know before you send another operative
- A full history of what was followed up, when, and by whom
Aged debt
Harlow Estates Ltd
£18,420
Day 1 after due date
Polite reminder sent automatically
Day 7
Second follow-up, account manager copied in
Day 14
Call task raised with full invoice history
Day 21
Account flagged on every new job
Paid
Follow-up history stored against the client
Profit per job
Know the margin while the job is still open.
Bad pricing repeats itself job after job before the numbers catch up. Put live margin in front of managers, not just finance, and your team quietly stops taking work that loses money.
- Material costs, labour time and subcontractor fees tracked against the sell price
- Live margin on every job, contract and client, updating as costs land
- Loss makers spotted early, so the next quote is priced with confidence
- Job to job numbers for the people making decisions on the day
Live job margin
Ashcroft Retail Park
JB-1192, still open
46%
margin
Every integration included. No premium finance tier, ever.
One flat monthly price covers the lot, however many jobs, operatives or clients you add.