ServiceOS
By ServiceOS
ServiceOS positions itself as a comprehensive operating system for service businesses, enabling management of booking, scheduling, invoicing, payments, workforce logistics, and customer care from a unified, cloud-based platform.
ServiceOS began as a simple CRM project in 2014, quickly expanding in scope to meet broader operational needs for service delivery businesses.
It officially launched in 2015, innovating beyond basic CRM into a full suite managing all major workflows for field service companies.
The company grew by steadily adding features and supporting real-world business improvements for clients, with notable growth milestones for businesses adopting its platform (USPAAH reported 76% booking growth; Cloud 9 Vets saw dramatic profit increases).
ServiceOS is notable for its extensive, modular feature set:
Online booking system (24/7, real-time availability)
Crew and job scheduling; automated updates
Automated invoicing and payments (secure transactions, tips, and prepayment features)
Field agent mobile app with checklists, price adjustments, and logs
GPS fleet/employee tracking
CRM and customer management
Cross-selling/upselling, subscription management, loyalty tools
Document management and electronic signatures
Analytics dashboard for sales, profit, cash flow, and reporting
Integration with major third-party systems (Xero, Stripe, DocuSign, Zoom, Apple Pay)
Customizable branding, fields, templates, and automations
Role-based permissions, secure backup, and compliance management
This breadth makes ServiceOS suitable for trades, contractors, beauty/wellness, cleaning, and other service verticals.
ServiceOS’s development approach involves continuous improvement, with documented launches of new modules and enhancements tailored to user feedback and emerging technology needs.
Highlights include expanding support for complex workflow automation, electronic document/signature management, and mobile-first operations.
ServiceOS emphasizes adaptability, transparency, ongoing development, and customer empowerment.
The culture is rooted in creating value for small and mid-sized service businesses and supporting their scale-up and digital transformation efforts.
Flexibility, problem-solving, and continuous improvement are core to their team’s approach.
Primary users are tradespeople, contractors, beauty/wellness professionals, cleaning service teams, and other “field service” businesses across the UK and internationally.
ServiceOS clients include notable service brands (USPAAH, Cloud 9 Vets, Fantastic Services), and the system supports organizations from start-ups to franchises.
