Spend more time serving clients. Less time managing the work.
Bring client relationships, work, billing and important information together in one Zoho-powered system—configured around your professional services business.
15-day free trial · From $75/user/month excl. GST · $350 initial setup per account
Client service shouldn't be buried in administration.
When client information, tasks, deadlines and billing live in different places, it becomes harder for your team to stay organised, keep clients informed and deliver consistent service.
Keep client information, work and follow-through together.
Serv-U connects the client journey from first enquiry through delivery, billing and follow-up—so your team can work more efficiently and provide a better experience for clients.
- Enquiries and client information
- Projects, tasks and deadlines
- Documents and records
- Quotes, invoicing and billing
- Follow-up and visibility
Less chasing. Clearer work. Better client service.
From first enquiry to final follow-up.
Win the client
Capture enquiries, qualify opportunities and prepare proposals.
Deliver the service
Manage projects, tasks, documents and important deadlines.
Follow through
Keep billing, client communication and reporting on track.
A proven foundation—configured around your business.
Serv-U starts with a proven Zoho-powered framework. DDS configures workflows, fields, automation and connections around the services you provide and how your team operates.
Enquiries & CRM
Capture leads, keep client information together and follow up consistently.
Projects & Tasks
Keep owners, deliverables and deadlines visible across your team.
Documents & Compliance
Keep contracts, notes and key records organised and accessible.
Quotes & Invoicing
Manage commercial follow-through and payment visibility with the right plan.
Client Relationships
Build better ongoing relationships with reviews, reminders and nurturing.
Reporting & Visibility
See your workload, client activity and performance in one place.
Technology is only the beginning.
Meet your Zoho implementation coach. DDS helps you understand your workflows, configure Serv-U, train your team and improve your system as your business grows.
- Understand your workflows
- Configure your solution
- Train your team and go live
- Improve and expand over time
AI agents that do the work for you.
Connect compatible AI tools and automation to support everyday tasks, where practical and appropriately configured.
AI Accelerator Training
Systemise. Automate. AI-enable your service business.
Explore ChatGPT, Claude, custom MCP connections and voice agents with DDS. Optional integrations are separately configured and may incur additional costs.
Enquire about AI Accelerator →More than client management. AI connected to your business.
Serv-U is your client management and service delivery foundation. Add AI assistants, voice automation and custom connections when they solve a real business problem. These are optional, separately configured capabilities.
ChatGPT
Connect approved client and engagement information to AI assistance for summaries, communications and routine administration.
Optional integrationClaude
Use approved business context for information retrieval, analysis, document review and defined client-service workflows.
Optional integrationCustom MCP connectors
Connect Serv-U and compatible AI tools with Actionstep, MYOB and Intuit QuickBooks, subject to available APIs and configuration.
$50/month per connectorRetell AI Voice
Introduce an AI voice agent for configured enquiry handling, call qualification, bookings and follow-up.
$175/month per agentAccounting & service systems
Xero integration is included with Enterprise only. MYOB and Intuit QuickBooks connections can be explored through optional custom connectors.
Xero: Enterprise only · Others optionalInMotion SMS
Send client appointment reminders, updates and notifications using prepaid SMS credits.
1,500 credits $115 · 3,000 credits $230Connections depend on supported APIs, permissions and configuration. Third-party subscriptions, setup and usage costs may apply.
Choose the Serv-U plan that fits your team.
Perfect for small to medium service businesses
Excl. GST · $350 initial setup per account
Best for service-based businesses that need a reliable platform to manage clients, projects and compliance, without complex finance features.
View all Professional features
- Lead capture & client database management
- Job scheduling & team assignment
- Calendar sync & mobile access
- Client nurturing & onboarding
- Basic reporting & analytics
- Email & calendar integration
- Client account management
Once-off setup fee: Includes account setup and access to relevant resource materials.
For growing teams needing more power
Excl. GST · $350 initial setup per account
Best for growing professional services businesses wanting a full-service platform with advanced quoting, invoicing, finance tracking and profitability reporting.
View all Enterprise features
- Lead capture & client database management
- Quoting & invoicing in one click
- Job scheduling & team assignment
- Calendar sync & mobile access
- Client nurturing & onboarding
- Payment tracking
- Basic reporting & analytics
- Email & calendar integration
- Client account management
- Timesheet management
- Detailed job costing & profitability reports
- Advanced financial insights tailored for professional services
- Integration with Xero
Once-off setup fee: Includes account setup and access to relevant resource materials.
Both plans: $350 once-off setup per account, excluding GST. Pricing is per user per month. Xero integration is included with Enterprise only.
Less admin. Clearer work. Better client service.
Explore the interactive Serv-U demonstration to see how client information, enquiries, tasks, documents and billing work together in one connected system.
Ready to make client work easier?