Features
The Full Feature List. Every Module, Every Detail.
Every tool your service agency needs, built-in and connected. Explore each module in depth.
Projects & Phases
Manage complex projects with structured phases, task boards, and payment milestones.
- Kanban, list, and timeline views for every project
- Break projects into phases with linked payment milestones
- Assign tasks to team members with due dates and priorities
- Track project status from proposal to completion
Client Portal
Give your clients a branded, self-service portal for everything they need.
- Branded portal with your agency's logo and colors
- Clients can view project progress and deliverables
- Invoice payments, contract signing, and support requests
- Secure credential sharing via the vault
Time Tracking
Track every billable minute and see real profitability across your agency.
- One-click timer or manual time entry
- Link time entries to projects, phases, and tasks
- Profitability reports per project, client, and team member
- Exportable timesheets for client billing
Finance & Invoicing
Generate invoices, track expenses, and see your agency's financial health at a glance.
- Professional invoices with your branding
- Expense tracking with receipt attachments
- Revenue dashboards and cash flow forecasting
- CSV export for your accountant
Support & Tickets
Replace WhatsApp chaos with structured, measurable client support.
- Clients submit tickets through their portal
- SLA tracking with response time metrics
- Priority levels and assignment workflows
- Satisfaction ratings and support analytics
Credential Vault
Share passwords and API keys securely with zero-knowledge encryption.
- Zero-knowledge encryption — we can't see your secrets
- Share credentials with clients or team members
- Auto-expire access after a set period
- Full audit log of who accessed what and when
Contracts & E-Signatures
Create, send, and sign contracts without leaving the platform.
- Templates for SOWs, NDAs, and service agreements
- E-signature collection via DocuSeal integration
- Track contract status and expiration dates
- Link contracts to specific projects and clients
KPIs & Goals
Set agency-wide and team goals, then track progress with real-time dashboards.
- Define KPIs for revenue, utilization, and client satisfaction
- Track progress with visual dashboards
- Set quarterly and annual goals
- Automated alerts when targets are at risk
Team Management
Manage your team's capacity, roles, and workload in one place.
- Team member profiles with skills and rates
- Capacity planning and workload balancing
- Utilization tracking across projects
- Role-based assignments and permissions
Custom Roles & Permissions
Fine-grained access control to keep your data secure and organized.
- Create custom roles beyond Owner, Admin, and Member
- Control access per module and per action
- Client portal permissions are separate from team access
- Audit log of all permission changes
Plugin Ecosystem
Extend with plugins
Install community plugins or build your own with our SDK. Make ServiFlo truly yours.
Slack Notifications
Get project and ticket updates in your Slack channels.
QuickBooks Sync
Automatically sync invoices and payments with QuickBooks.
Google Calendar
Sync project deadlines and milestones with your calendar.
Zapier Connect
Connect ServiFlo to 5,000+ apps with Zapier automations.
Build Your Own Plugins
Our TypeScript SDK lets you build custom plugins that add modules, fields, automations, and views. Versioned plugin API for stability. Documentation coming soon.