ServMax

ServMax

IRIS Systems
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+

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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 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

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

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 Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$525 one-time payment
Free Version Not Supported
Free Trial Not Supported

Pricing

Free
Free Version Supported
Free Trial Not Supported

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 Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

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

Categories

Categories

Factoring Supported

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

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

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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Claim WinFactor and update features and information