ServMaxIRIS Systems
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Related Products
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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.
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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.
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Audience
Companies searching for a solution to manage and improve their accounting processes
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Audience
Factoring companies and financial service providers who need to automate invoice financing, manage risk, and streamline operations in accounts receivable factoring
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$525 one-time payment
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
Free
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationIRIS Systems
www.irissystems.biz
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Company InformationWinFactor
Founded: 1995
United States
www.winfactor.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Field Service Management Features
Billing & Invoicing
Supported
Contact Database
Supported
Contract Management
Supported
Customer Database
Supported
Dispatch Management
Supported
Electronic Signature
Not Supported
Inventory Management
Supported
Mobile Access
Supported
Payment Collection in the Field
Supported
Quotes / Estimates
Not Supported
Routing
Supported
Scheduling
Supported
Service History Tracking
Not Supported
Time Clock
Supported
Work Order Management
Not Supported
Landscape Management Features
Billing & Invoicing
Supported
Contract Management
Supported
Customer Database
Supported
Dispatch Management
Not Supported
Groundskeeping
Not Supported
Inventory Control
Supported
Irrigation Tracking
Not Supported
Job Management
Not Supported
Landscape Design
Not Supported
Mobile Access
Not Supported
Payroll Management
Supported
Plant Database
Not Supported
Quotes / Estimates
Not Supported
Routing
Supported
Scheduling & Appointments
Supported
Work Order Management
Supported
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Integrations
Alvys
Not Supported
Amazon Web Services (AWS)
Not Supported
Microsoft Dynamics 365
Not Supported
Microsoft Excel
Not Supported
PCS
Not Supported
Peruse Lease
Not Supported
ProTransport
Not Supported
QuickBooks Online
Not Supported
Triumph ERP
Not Supported
Zepto
Not Supported
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Integrations
Alvys
Supported
Amazon Web Services (AWS)
Supported
Microsoft Dynamics 365
Supported
Microsoft Excel
Supported
PCS
Supported
Peruse Lease
Supported
ProTransport
Supported
QuickBooks Online
Supported
Triumph ERP
Supported
Zepto
Supported
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