ServMan

What it is

Category DescServMan is a field-service management and accounting/ERP software solution, combining back-office general ledger accounting, inventory management, and job costing with field operations such as dispatching, scheduling, and work order management. ↗

Target UserServMan is built for mid-sized to enterprise-level residential and commercial field service contractors, primarily operating in HVAC, plumbing, electrical, and equipment maintenance trades. ↗

OwnershipAcquired; owned by WorkWave, a standalone software company backed by private equity firms EQT Private Equity and TA Associates. ServMan was originally developed by Cube Six, Inc., which was acquired by WorkWave in March 2018. ↗

Founded Year2001 (Cube Six, Inc. was founded in 2001; ServMan product origins date back to the mid-1990s) ↗

Pricing & cost

Pricing ModelServMan by WorkWave uses a non-public, quote-only (sales-led) subscription pricing model customized according to company size, user count, and required functionality. ↗

Typical CostWhile pricing is quote-driven, software directory listings report a starting base price of $499.00 per month. Industry comparison benchmarks estimate user-based rates starting around $100 per user/month, typically ranging $80 to $150 per user/month depending on deployment size. ↗

Api Or Integration FeesServMan offers optional add-on modules purchased separately, including Call Tracking, ServiceBot AI chatbot, Client Survey, Call Escalation, Wireless Warehouse, and ServMan EDI modules, as well as API and third-party integrations (e.g., ADP, Avalara, GPS routing). Specific add-on pricing is quote-only. ↗

Implementation CostImplementation and onboarding costs are provided on a custom quote basis due to the ERP platform's custom configuration and setup requirements. Typical onboarding deployment timelines run 4 to 6 weeks and require dedicated professional services and internal project management. ↗

API & data access

Has ApiYes ↗

Api TypeREST / Web Services ↗

Api Access GatingGated behind paid add-on modules/tiers and vendor account authorization; API capabilities and web services are available via paid module licenses without public self-service registration. ↗

Api LimitationsAPI documentation is private/non-public. The software relies on an add-on architecture for external web services and integrations, which can result in latency, data sync lags, and data integrity gaps across modules. ↗

Data Export OptionsData export is available via standard report generation tools (financial, sales, and service reports) with exports to CSV and Excel formats, customer record exports, and direct SQL Server database reporting (e.g., SSRS, Crystal Reports). ↗

Native AI features

Ai Features SummaryServMan (ServMan PRO by WorkWave) is an enterprise resource planning (ERP) platform designed for HVAC, plumbing, and electrical trade contractors. As of 2025–2026, ServMan offers essentially no native AI features within its core platform, relying instead on traditional rule-based automation, capacity-based logic, and custom scripting. Its primary AI-adjacent integration is ServiceBot by WorkWave, an embeddable AI chatbot integrated in April 2023 for website lead conversion and automated booking. ↗

Ai DispatchServMan does not offer native AI-powered dispatching or scheduling. Dispatch and scheduling capabilities rely on user-configurable parameters, capacity-based queues, zone restrictions, and dispatcher-managed drag-and-drop boards rather than predictive machine learning or AI routing engines. ↗

Ai FinanceServMan does not feature native AI invoicing, AI estimating, or AI AP/AR automation. Financial functions are executed via traditional general ledger accounting, rule-based automated recurring billing, batch invoicing, and standard payment processing. ↗

Ai Assistant Or McpServMan does not offer a native internal AI copilot, virtual assistant, or Model Context Protocol (MCP) server. The platform's external AI presence is limited to the integration of ServiceBot by WorkWave (announced April 2023), a customer-facing e-commerce chatbot for online scheduling and lead capture. ↗

Integrations & ecosystem

Accounting IntegrationsServMan operates primarily as an all-in-one ERP platform with native, built-in accounting capabilities—including a general ledger, accounts payable/receivable, job costing, and gross payroll—eliminating the need for separate accounting software for many users. For external accounting, ServMan supports integration with QuickBooks (Online and Desktop). Field service and project management features (work orders, scheduling, dispatch, job costing, and technician mobile app) are built directly into ServMan, with native connections to other WorkWave products (such as Slingshot contact center and ServiceBot) as well as third-party tools like Avalara for tax and ADP Streamline for payroll. ↗

MarketplaceServMan does not maintain a public app marketplace or partner directory. ↗

Unified Api SupportServMan is not supported by unified-API platforms such as Agave or Merge.dev. ↗

Accounting fit & implementation

Certified PayrollServMan does not natively support certified payroll or prevailing wage compliance reporting (e.g., Davis-Bacon, WH-347). It tracks time and gross payroll data natively and exports or transmits the data to external payroll processors (such as ADP) to handle certified reporting. ↗

Accounting MethodServMan natively supports accrual accounting through a fully integrated General Ledger system, featuring Accounts Receivable, Accounts Payable, Inventory, and full balance sheet and income statement financial reporting. ↗

Wip Poc SupportServMan natively supports Work-in-Progress (WIP) tracking for posting costs directly to work orders and jobs; percentage-of-completion (POC) revenue recognition can be reported via custom SQL/Crystal Reports and general ledger journal entries. ↗

Implementation TimeServMan onboarding and implementation typically take between 1 and 4 months (often cited as 4 to 6 weeks for standard setups, up to 4 months for complex configurations, data migration, and testing). ↗

Requires ImplementerYes, implementation typically requires paid professional setup services directly from WorkWave/ServMan or through certified partner implementers/VARs. ↗

Adoption & market position

Market PositionServMan (ServMan PRO) is an enterprise resource planning (ERP) and field service management (FSM) platform owned by WorkWave. It targets mid-market and enterprise residential and commercial trade contractors in HVAC, plumbing, electrical, and mechanical fields, offering highly customizable operational tools, general ledger accounting, job costing, inventory management, and scheduling capabilities. ↗

Customer ScaleParent company WorkWave reports serving over 8,000 customers across its software portfolio. ServMan specifically serves mid-market and enterprise trade service providers, historically supporting thousands of users across regional mechanical contractors including client accounts such as Morris-Jenkins, Tudi Mechanical, and Air Group. ↗

MomentumServMan is predominantly viewed as a mature, traditional/legacy ERP platform within the trade contractor space. While WorkWave launched modernization updates in 2022–2023 (including ServMan Mobile 2.0 and API integrations with Slingshot and ServiceBot), trade comparisons report that high-growth contractors frequently evaluate migrating away to modern, cloud-native FSM platforms such as ServiceTitan due to mobile interface, user adoption, and scalability requirements. ↗