ServMax

ServMax

IRIS Systems
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About

ServMax is a Service oriented software program, unlike other accounting oriented software programs. What does this mean? This means that ServMax doesn’t treat customers as accounts receivable and services as invoices; it lets you see your customers as customers and your services as services. It’s more like the way you do business. ServMax was originally developed in conjunction with a pest control company who wanted a software program that worked the same way as his business did. Wanting to see his customers and most everything about them on one screen was important. He didn’t want a service for a customer to slip through the cracks as it had with his previous software program. Juggling accounts for customers who had more than one service and with different frequencies was a major problem. Invoices and scheduling should be generated automatically to eliminate the human error factor. Most of all, it needs to be to be easy to use and in a way that makes sense.

About

WinFactor is a comprehensive accounts receivable factoring platform designed to manage and automate the full lifecycle of invoice financing operations, enabling factoring companies to streamline workflows from submission to funding within a single, integrated system. It supports all types of receivables, including general and transportation factoring, and provides tools for invoice verification, notice of assignment delivery, missing paperwork tracking, and funding management, along with automated receipt posting and invoice settlement with precise calculations of fees, reserves, and rebates. It includes advanced document management capabilities, allowing invoices to be submitted through multiple channels and processed using OCR and artificial intelligence to extract and validate data in real time, while alerting users to credit limits and outstanding accounts receivable.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies searching for a solution to manage and improve their accounting processes

Audience

Factoring companies and financial service providers who need to automate invoice financing, manage risk, and streamline operations in accounts receivable factoring

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$525 one-time payment
Free Version
Free Trial

Pricing

Free
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

IRIS Systems
www.irissystems.biz

Company Information

WinFactor
Founded: 1995
United States
www.winfactor.com

Alternatives

Alternatives

Cync Factoring

Cync Factoring

Cync Software
Unicom

Unicom

Unicom Ventures
Sitefotos

Sitefotos

Pahobee
Factor Avenue

Factor Avenue

Pysar Financial Technologies

Categories

Categories

Field Service Management Features

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Landscape Management Features

Billing & Invoicing
Contract Management
Customer Database
Dispatch Management
Groundskeeping
Inventory Control
Irrigation Tracking
Job Management
Landscape Design
Mobile Access
Payroll Management
Plant Database
Quotes / Estimates
Routing
Scheduling & Appointments
Work Order Management

Integrations

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

Integrations

Alvys
Amazon Web Services (AWS)
Microsoft Dynamics 365
Microsoft Excel
PCS
Peruse Lease
ProTransport
QuickBooks Online
Triumph ERP
Zepto
Claim ServMax and update features and information
Claim ServMax and update features and information
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