For businesses that deliver jobs and projects

Service Business

From the quote to the job to the invoice to the payment — with your technicians on the phone.

USD 119

per month, billed annually

Who it's for

Maintenance and installation companies, agencies, consultancies and contractors with office staff and people in the field.

One Customer 360 record from first enquiry to pipeline deal, quote, and repeat campaign.

Customer 360 profile: contact details, preferred language, tags, notes, next scheduled action, and a live Linked panel showing every quote, invoice, project, ticket and chat
Visual sales pipeline & conversion analytics: move deals from Lead → Contacted → Quote → Won/Lost with deal owners, file attachments, next-step reminders and lost-reason tracking
Direct link to Books quotes & Contracts proposals: generate or attach a Books quote right from a deal so pipeline values match real quoted amounts

Plan phases and budgets, lock weekly timesheets, track stock/expense costs and bill milestones in Books.

Phases, budgets & locked milestones: structure every project into phases with planned dates, cost budgets and milestone billing amounts that lock once billed
Kanban task board, checklists & workload: assign tasks with sub-checklists, dependencies, file attachments and Saved Views per role
Clocked or typed time & weekly timesheet lock: staff log billable and non-billable hours; managers approve and lock weekly timesheets against retroactive edits

Equipment register, estimates, conflict-free dispatch, mobile execution, van stock and job profitability.

Customer equipment & warranty register: track model, serial number, installation site, warranty expiry and complete service history per unit
Itemised service estimates with VAT: quote labour, spare parts, call-out fees and services with country VAT calculation
Online estimate approval in Customer Portal: customers review and approve quoted estimates online before you dispatch a van

Quotes, tax invoices, bills, bank reconciliation and VAT returns in one connected ledger.

Bilingual tax invoices & credit notes: gapless sequential numbering per branch, custom Studio templates with your logo, partial payments, and direct online payment links
Interactive quotes accepted by link: clients view quotes in English or Arabic and accept online with their name, timestamp and version recorded
Customer receipts & allocations: allocate one payment across up to 12 open invoices, record advances, or apply credit notes with zero unallocated drift

Interactive client proposals, discount/clause approvals, change orders and renewal notice alerts.

Audited click-to-accept quotes & proposals: clients review in their language, tick optional add-ons, ask questions, and accept with their name, timestamp, IP hash and version hash recorded
Versioned proposals with discount & clause approval rules: if a discount exceeds your threshold or standard legal clauses are edited, sending blocks until a second person approves
Master agreements, SLAs, retainers & leases: track start/end dates, notice windows, signed PDF scans, and adopt sealed copies into the Documents library

One passwordless self-service portal for your customers and suppliers—in 7 languages, with zero per-user fees.

Isolated passwordless email-code login: one email can access multiple client companies, while portal sessions are strictly blocked from staff pages, REST APIs and MCP
Invoices, statements, quotes & Contracts proposals: download PDFs, accept or decline Books quotes, and review/accept Contracts proposals and agreements
Open & reply to support tickets: Requesters open new Desk support tickets and service requests and reply on existing threads

Turn overdue invoices into predictable cash with automated follow-ups, promises to pay and online payment links.

Live aged receivables & DSO: instant breakdown of current, 1–30, 31–60, 61–90 and 90+ day overdue balances synced with Books
Customer & invoice ageing reports: track Days Sales Outstanding (DSO), collection effectiveness, and collector performance
Promises to pay & instalment plans: log a promised date and amount (or split overdue invoices into 2–60 weekly/monthly instalments) with automatic alerts if a promise is broken

Offline-ready mobile inspections, automatic Non-Conformances (NCR), four-eyes CAPA verification and supplier quality grades.

Versioned inspection templates with tolerances: define yes/no, numeric readings with min/max units, pass/fail choices, required notes and mandatory photo evidence (or build from a Studio Form)
Inspect across Procurement, Production & Field Jobs: run inspections directly on Goods Receipts, Purchase Orders, Production Work Orders, Field Jobs, Equipment, Fixed Assets and Suppliers
Offline-capable mobile inspections: inspectors record readings and photos on their phone without signal; queued inspections send exactly once on reconnect

Apps marked coming soon join your plan at no extra cost when they are released.

300 AI credits each billing period, plus a monthly AI allowance that grows with your subscription, in one balance for every AI feature. AI is optional; top-ups and your own API key are supported.
AI stays off until the owner enables it and agrees to provider data sharing. The trial includes 100 AI credits for the whole trial; the free HR Starter and Books Starter plans include 150 credits once; paid plans include AI credits every billing period plus a monthly AI allowance that grows with your subscription. Going past the allowance is off by default and needs a monthly cap you set, and nothing is recharged without your consent. Owners can opt out of model features or use their own supported Anthropic or OpenAI API key, which uses no Kluvan credits; the provider bills you directly.
20 GB file storage
5 signing envelopes a month Coming soon

Currency

Set up your company, invite your team and run a real week in Kluvan. No card needed.