Built-in team messaging
Workers send job details and owners reply in the same company workspace. Use a message as job notes when you are ready to prepare an invoice.
FEATURES
Everything between
the job and the invoice.
Super Serve Flow AI connects your field team and office with messaging, reviewed job drafts and branded invoices. It uses your company’s existing accounts and approval workflows on Vergense.
Explore the interactive demo ↗Capture the completed work
Give your team a straightforward way to record what happened on the job.
AI-assisted invoice drafts
Extract supplied customer details and completed work into a draft. Review the result, resolve missing information and select the services to bill.
Equipment photo capture
Upload an equipment photo in the job form to help capture a supplied brand, model and serial number. Equipment details are optional for services that do not need them.
Optional Telegram intake
Use the company workspace on the web, or connect the Telegram bot for field messages, equipment photos and voice-note transcription.
Review before you issue
Keep rates, company details and owner decisions connected to the invoice.
Your service price book
Configure service names, flat rates and taxable items. New drafts use your configured rates; issued invoices keep their original prices.
Owner review and approval
Check customer details, service quantities, tax and totals before approving an invoice. Field workers prepare their own drafts; authorized owners approve or reject them.
Branded invoice PDFs
Add your company logo, contact information and tax registration details. Generate an invoice PDF when the owner approves the draft.
Invoice and customer records
Search your invoice register and view drafts, issued invoices, unpaid balances and manually recorded payments. Customer history is grouped from your invoice records.
Company and team settings
Manage authorized workers, company branding, tax label, tax rate and timezone. Access follows your company membership and role in Vergense.
Keep the next step clear
Share invoice information, record received payments and follow up on confirmed callback requests.
Customer invoice access
Share an issued invoice through the existing invoice-link workflow. Customers connected to the optional Telegram bot can request the PDF assigned to them.
Payment records and Interac instructions
Include Interac recipient details and record a payment after you confirm receipt. Payment status is updated manually in this release.
Website callback requests
Add the callback widget to your business website. Visitors confirm their details and permission to call; your team manages requests, status and internal notes in the owner inbox.
CSV and Excel exports
Export invoice records for your accountant. Keep your service invoicing workflow alongside the accounting tools you already use.
A focused service-invoicing workflow.
Keep job intake, staff conversations, invoice drafts, owner review and invoice records connected. Record a payment after you confirm receipt, and export invoice records for your accountant.
See how a job becomes an invoice, or read the product questions and answers for details.
LET’S LOOK AT YOUR WORKFLOW
Bring a real job.
See how the paperwork flows.
Tell us what your team bills for and how job details reach the office today.