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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

ServMax is a software application focused on service management, distinguishing itself from traditional accounting software. This distinction implies that ServMax views clients as individuals rather than mere accounts receivable and categorizes services distinctly from invoices; this approach aligns more closely with typical business practices. Initially created with the input of a pest control business owner, the software was designed to mirror the operational needs of his company. A key feature was the ability to display all relevant customer information on a single screen, which was essential to prevent any service from being overlooked, unlike the previous software he used. Managing multiple services for clients with varying schedules posed significant challenges in reconciling accounts, highlighting the need for a streamlined solution. The system automates both invoicing and scheduling to reduce the possibility of human error, ensuring efficiency. Ultimately, the goal is to provide a user-friendly experience that is intuitive and aligns with the way businesses operate. This thoughtful design makes ServMax an ideal choice for service-oriented industries.

Description

WinFactor is an all-in-one accounts receivable factoring platform meticulously crafted to oversee and automate the entire lifecycle of invoice financing processes. This solution empowers factoring firms to enhance their workflows from the moment of submission right through to funding, all within a cohesive system. It accommodates various types of receivables, covering both general and transportation factoring, and offers a suite of tools for tasks such as invoice verification, the delivery of notices of assignment, tracking of missing documentation, and management of funding. Additionally, it features automated processes for receipt posting and invoice settlement, delivering accurate calculations for fees, reserves, and rebates. With robust document management functionalities, WinFactor facilitates invoice submissions via multiple channels and employs OCR and artificial intelligence for real-time data extraction and validation. Furthermore, the platform keeps users informed by providing alerts regarding credit limits and outstanding accounts receivable, ensuring comprehensive oversight and management of financial operations. This makes WinFactor an indispensable tool for factoring companies aiming to optimize their efficiency and accuracy.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Alvys No 
Amazon Web Services (AWS) No 
Microsoft Dynamics 365 No 
Microsoft Excel No 
PCS No 
Peruse Lease No 
ProTransport No 
QuickBooks Online No 
Triumph ERP No 
Zepto No 

Integrations

Alvys Yes 
Amazon Web Services (AWS) Yes 
Microsoft Dynamics 365 Yes 
Microsoft Excel Yes 
PCS Yes 
Peruse Lease Yes 
ProTransport Yes 
QuickBooks Online Yes 
Triumph ERP Yes 
Zepto Yes 

Pricing Details

$525 one-time payment
Free Trial No 
Free Version No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

IRIS Systems

Website

www.irissystems.biz

Vendor Details

Company Name

WinFactor

Founded

1995

Country

United States

Website

www.winfactor.com

Product Features

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature No 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates No 
Routing Yes 
Scheduling Yes 
Service History Tracking No 
Time Clock Yes 
Work Order Management No 

Landscape Management

Billing & Invoicing Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management No 
Groundskeeping No 
Inventory Control Yes 
Irrigation Tracking No 
Job Management No 
Landscape Design No 
Mobile Access No 
Payroll Management Yes 
Plant Database No 
Quotes / Estimates No 
Routing Yes 
Scheduling & Appointments Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Product Features

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