ServeWell CRM New Updates Enhancement Modules Features List
We are committed to delivering the best possible experience through our software. As part of this commitment, our team is continuously working on developing new features, improving existing functionalities, and implementing regular updates. These enhancements are designed to make our platform more efficient, user-friendly, and aligned with your evolving needs.
New Updates added till - May 2026
Release Date: JULY 2026
Major CRM UI/UX Update - New Colourful Themes added in the CRM.
Major development completed in the CRM Software.
New User Interface (UI) and User Experience (UX) designs have been added.
CRM screens have been redesigned with a modern and professional look.
Users can now personalize the CRM interface according to their preference.
Added a Theme UI/UX dropdown at the top-right corner.
Customer Billing Form Enhancement
In CRM > Customer Billing Form , new billing fields have been added.
Round Off/Final Discount field added to adjust the final bill amount.This field has been added in the Invoice Print as well.
Refer & Earn - New Referral Benefits For ServeWell CRM
As per Company's new Sales Policy implementation effective from 1st July 2026 New Referral Benefits details added in the Software in link Refer & Earn
In Call Menu New "Call Search" Tab Added
A new Call Search tab has been added under CRM > Call Menu.
Search customer complaints, service calls, and installation records using various filters.
Filter records by Customer Name, Mobile Number, Technician, Call Status, Date Range, Job Type, and other available criteria.
Filtered search results can be exported to Excel for reporting, analysis, and record management.
Delivery Challan Form Enhancement
In CRM > Customer Menu > Delivery Challan Form, a new "Delivery Address" field has been added.
In Technician App - "Add New Call" Form Enhancement
In the Technician App > Add New Call Form, new 2 Images Upload feature has been added.
Technicians can upload the images in the Call Add form itself.
In Technician App - WhatsApp Feature Added
In the Technician App > Add New Call Form, new Send WhatsApp feature has been added.
Technicians can now send WhatsApp messages directly to the Customer and the assigned Technician from the Call form.
In Master “Msg Template” New Templates for Whatsapp PDF Messages added.
In CRM - Master > Msg Template, two new message templates have been added:
Quote Send as PDF Message
Invoice Send as PDF Message
Users can edit or change the whatsapp message content as required and send the Quotation PDF or Invoice PDF directly to customers via WhatsApp.
New Addon: Project Module - Manage Large Projects with Better Control
Manage project checklists and track tasks from start to completion.
Plan material requirements and monitor material consumption.
Track project expenses and monitor the overall project budget.
Manage staff/technician tasks and monitor work progress efficiently. PAID ADDON
New Addon: Customer Service Feedback System - Measure Service Quality with Real Customer Feedback
Collect customer feedback and measure service satisfaction.
Evaluate technician performance based on customer ratings.
Identify service issues quickly and improve service quality.
Use customer feedback to make better business decisions and strengthen customer relationships. PAID ADDON
New "Purchase Search" Tab Added
A new Purchase Search tab has been added under CRM > Purchase Menu.
Search purchase records using various filters such as Supplier/Vendor, Invoice No., Product,and Date Range.
Filtered search results can be exported to Excel for reporting, analysis, and record management.
New "Purchase Summary" Tab Added
A new Purchase Summary tab has been added under CRM > Purchase Menu.
View key purchase statistics, including This Month, Last Month, This Year Purchase Amount and Total Purchase Count.
Analyze day-wise and month-wise purchase amounts and bill counts for better business insights.
Helps monitor purchase trends, spending patterns, and overall purchasing performance.
New "Purchase Payment" Tab Added
A new Purchase Payment tab has been added under CRM > Purchase Menu.
Manage and track all supplier/vendor payment records in one place.
View payment details such as Paid Amount, Pending Amount, Payment Date, Payment Mode, and payment history.
Helps monitor outstanding dues, maintain accurate payment records, and improve vendor payment management.
Back Button Added In All Reports
A new "Back" button has been added in all Reports for quick and easy navigation on the main page of Report section
New Advancement in Prints Sections of Checklist & Expense Voucher
Checklist Print : New Advance Checklist Print module added in the Checklist Menu
Expense Voucher Print : New Advance Expense Voucher Print module added in the Expense Menu.
New Updates added till - April 2026
Release Date: April 2026
User Activity Logs Tracking
Added Activity Logs and Information tracking feature in the main Menus like Call, Customer, Enquiry, Quote, and Master Product menus for better tracking and transparency.
This will help you to understand which User has created the record, at what time, who has updated the record at what time for auditing purposes etc.
New Menu Introduced "Checklist"
Introduced a new "Checklist menu" for improved task management and work efficiency.
What This Module Does : Create a step-by-step checklist for any task or service. Mark each activity as Done or Pending. Record completion date and time.
Track who completed the task. Add remarks or notes. Helps in delivering consistent and quality service.
With the Checklist Module, you always know the exact status of your work.
Stay organized and never miss important task. This Module helps you create and manage a list of tasks or activities for any work, project, or service process.
It allows you to easily track what has been completed and what is still pending.
Click for Info button in All Reports
In all Reports, added an "Click for Info" button for quick access to detailed information of the record with a single click.
Example : In Payment Report, if you want to see the details of particular Invoice then you can click on the link "click for info" and directly open the Invoice in new tab with single click. It will save your time & clicks
In Whatsapp Msg Template under Master Menu > Added a new message Templates for sending Whatsapp messages to Customers.
Dark / Light Theme introduced in the Display
Introduced New Theme options in the CRM – Dark Mode Theme and Light Mode Theme for enhanced user experience.
Present at Top Right Side of Screen
In Dark Theme = Base Screen will be turned Black & In Light Theme = Base Screen will be turned White
SPARES ADD Button added in Technician App Call Feedback Form
In Technician App > Call Feedback Form > New Button added "SPARES ADD" which will help Technicians to add Spares/Items used or consumed for the Call allocated to him. Previously for any particular Call, Spares Items details can be added from CRM side only. Now Technician can also add Spares/Items details from the App side as well so that efficiency can be improved in the system.
Customer Billing Form new fields added Discount & UOM
In CRM, Customer Billing module (Invoice creation module) > 2 new fields added – Discount and UOM (Unit of Mesaurement) for creating better Bills/Invoices.
Earlier these fields were not available and you cannot able to mention Discount & Unit details in the Invoice/Bills.
Customer Bill Edit/Update Feature Introduce
In CRM, Customer Billing module (Invoice creation module) > Bill Edit feature introduced for easy modifications / alterations in Bills/Invoice as per your need.
Earlier there was no facility to Edit/Update the Bill once created, User has to directly Delete the Bill or Create new Bill for Customers.
Now Bill Edit feature introduced using which you can Edit the Bill as per your requirements.
New Updates added till - Jan 2026
Release Date: Jan 2026
Delivery Challan
This module helps Create Delivery Challan for your Customers as per standard process. It details the items, quantity, destination, and reason for transport, acting as a temporary record before a final invoice is issued.
Contact Book
This module helps to save multiple contact person details of one Client with fields like Contact Person Name, Mobile Nos., Designation, Department, etc.
It helps you save multiple contact person details as per their relatedness.
Example: If there is a client such as a Housing Society named Ganesh Housing Society, you can save details of the Chairman, Secretary, Accountant, Treasurer, and Watchmen using this module.
HR Module – Simple & Effective Human Resource (HR) Module
Track Attendance of both Users & Technicians (Logged In & Logged Out)
Manage Holiday / Leave Request Tracking
Create / Document your complete Company HR Policy details (displayed to Users & Technicians)
Track Payments & Salaries given to Users & Technicians
Referral Program Benefits
You can get multiple big benefits from us if you give us references from your circle or contacts and if they bought CRM from us then you will get avail big benefits from us in returns.
Download Your Invoices or get Transactions Ledger Statement from My Payments Tab under Help Menu
Product Stock updations bug fixes
Smart Email Alerts Addons
Keep Your Customers Informed Automatically.
Smart Email Alerts - Keep Your Customers Informed Automatically.
The Smart Email Alerts addon automatically sends email notifications to your customers for important updates such as:
Service call booked
Service call completed
Contract Expiry Reminders and other important transaction alerts
Simple communication, better customer experience.
PAID ADDON
Customer Bill PDF Send through Whatsapp feature & Call Job Print PDF Send Whatsapp feature
In 1 click send your customers Bill/Invoice PDF on Whatsapp also send Service Call/Job Print PDF on
customers whatsapp in 1 click
Segmentation of Reports in Categories
Segmentation of Reports in Categories
Reports are presented or categorized in multiple categories so that you can find out the important Report faster & easily and you can get maximum benefits from MIS Reports.
Additional Important Settings added in Admin Setting like,
GPS Location Mandatory / Restriction (if this setting is active, technician cannot proceed without GPS location ON)
Make Customers Blacklisted & New Menu Blacklist Customer
You can make or set your Customers under Black Category as per your Business needs i.e Due to outstanding payment issue etc and this kind of customer will be highlighted as Blacklisted Customers and get a separate list of Blacklisted clients in the CRM for better analysis
Change Display Theme - Make Software Display in Dark / Light Mode.
New Features added in Quote & Customer Billing
Create Quote from Expiry Contract
Create Duplicate Invoice from existing Invoice and save time
Create Duplicate Quote from existing Quote and save time
Changes Password feature added in Dedicated Customer Login Addon
Your Customers can change their password at their end only as well as you can also change your Customer Login Password and thus they feel system is secured & efficient. PAID ADDON
Technician App > New Updates Added & Bug fixes
New Fields added in Add Call & Call Feedback module as per new updates developed
HR Module added in the App
New Button added > End Your Day (Logout Button) – saves Dayend Time & Location
New Updates - July 2025
Release Date: July 2025
New Menu - Lost Customer Developed
View customers who haven't received service for a certain period (e.g., 1, 2, or 3 years). PAID ADDON
New Reports Added in CRM
Includes Purchase Reports, Customer Billing Reports, and Material I/O Reports.
New Menu - Material Inward / Outward
Track all material inward and outward transactions added in the CRM. PAID ADDON
New Addon - Happy Code Module
A unique OTP (Happy Code) is sent to customers. The technician can only close a service call if the customer shares the code, confirming satisfaction. PAID ADDON
Download Your Invoices
Navigate to Help Menu > My Payments tab to download invoices for your payments.
Call Module Update
New field added – "Route Details / Kms Cover" – to help technicians log their daily travel routes or distance covered.
New Admin Setting - GPS Location Mandatory/Restriction
When enabled, technicians cannot access the app unless GPS is turned ON. This ensures accurate location tracking before work starts.
Webpage QR
QR code is generated for your webpage link. Share it with customers to allow quick Complaint Booking or Customer Login.
Enquiry Module - Bug Fixes & Enhancements
Improved functionality to provide more insightful information within enquiry records.
New Updates - 2nd Qtr Year 2025
Release Year: 2025
New feature Purchase menu added
Full CRM Training Videos added in Help Menu > Training Videos tab
WhatsApp Status & Credits Balance block added in Home menu
Get QR code for your Webpage in Webpage QR menu
Add Complaint Form added in webpage for direct customer service booking
Noticeboard Feature added in the CRM
Feature added: Quote to Create Bill & Expiry to Create Quote
Features added: Instant Quote Add & Instant Enquiry Add
Bug fixes & performance optimisation completed
New Updates - Year 2025
Release Year: 2025
+ In Customer Webpage > ADD COMPLAINT button feature added (Customer can directly book their Compalint from Webapge only).
+ CRM > Quote Menu > Quote to Billing Feature added.
+ CRM > Call Menu > Instant Call Feature (Add call with minimum details of customer and book the call quickly).
+ CRM > Call Menu > Daywise Technicians Work Occupancy AI Dashboard added.
+ CRM > Expense menu > Image Upload module added.
Expense Date input Lock feature added so that old previous date expenses cannot be added
+ CRM > Enquiry > Data Privacy setting added for Enquiry List > Meaning Only Assigned User can see the Enquiry record. Enquiry to Quote feature added, Create Quote from single click.
+ Additional important settings added in Setting Menu.
+ Webpage QR Menu added > Share QR code with customers and they can book complaints or services directly.
New Updates - Year 2024
Release Year: 2024
> Report > GPS Tracking Report
> Technician Attendance as per GPS Location
> In CRM > Added Warranty Certificate module in Customer Product Form
> In CRM added Color Code Master
> In CRM > GPS Menu Added (Tracks Technician Call wise Location GPS)
> In CRM Product page - Added more Service Frequencies & 6 months Warranty added
> In CRM Addon page added in Help Menu > To know Addon modules details available in CRM
> In CRM > Call Menu > Added New feature Instant Call Add {To Add Quick Call for New Customer} > In CUSTOMER WEBPAGE > Feature added to Enable / Disable Webpage Block as per your need. EX. If you want Payment section to disable, then it will not be displayed in Customer Webpage.
> In Customer Webpage > Service Request added from Customer Webpage > In CRM Call List it will be in Highlighted Colour and marking for easy identification
> In CRM > New feature added of Commission Module for Sale Tracking for Staff/Technician (Both in CRM & App)
> In CRM > New advance feature added for Billing Module in Customer Menu. (Create professional looking multi items Invoice both GST / Non GST. Invoice fully customizable) > In CRM > New advance module added for Quotation Module. (Create professional looking multi items Quotation both GST / Non GST. Quote fully customizable) > In CRM > New Updations in Service & Expiry module > Now add Follow-ups / Feedbacks in Service & Expiry Record. To understand current situation of the Customer
New Updates - Year 2024
Release Year: Jan to Apr 2024
> For Technician App > Set Time Limit for App Use. (App will run only in this time limit only)
> GPS Tracker Implementation (Track the Location of Technician when the Call is completed)
> Technician App > Track every day Login Time & GPS Location of TECHNICIAN
> Technician App > Added feature of Expense Tracking of Technician
> Technician App > Added feature of Expense Tracking of Technician
> Master provided in CRM for Technician App Call Feedback.
> Technician App Access Rights Control System Given. (You can control which menu can be seen by Technician)
> New Updates Details added in Summary pages of Customer, Call, Expense
> New Updates Details added Home Dashboard Screen
> New feature added of Image Upload Module. > (Service/Machine Photo can be uploaded for each service call by Technician App or backend CRM Only 2 Images)
> New feature added of Commission Sale Tracking for Staff / Technician (Both in CRM & App)
> New feature addded of Billing Module in Customer Menu. (Create professional looking multi items Invoice both GST / Non GST. Invoice fully customizable)
> Customer Referral Programme started. Now refer or suggest potential customers and get big benefits for your self
> Send Whatsapp to Technician after Call is booked. (Customise the message as per ur need)
New Updates - Year 2023
Release Year: 2023
Technician Location on Call Completion
New Development of Customer Webpage along with Customer Login Page
Selection of Product in Call Add
Upgrades in Summary Pages & Reports
Changes in the UI / UX of CRM
Add Salary Module in the Expense menu
New Payment module in the Customer Menu (BETA Phase)
New & Enhanced Upgrade in Quote module
In Technician App, New Menu & Features added
Release Year: 2023
Access Rights / Right Control System for Technician App > Now give or remove Menus right to Technician App > You can control what menus can be shown to Technician as per your requirements (Click on Master Menu > Technician Tab > 2 menu in Action Column)
Service Menu > Get list of Customers whose Services are due or pending This Month & Last Month
Expiry Menu > Get list of Customers whose Contract getting expired This Month & Last Month
Customer Product Menu > Add new Contract or Product for Customer using this menu.
Payment Receipt > Create New Payment Receipt for Customer and generate PDF of Payment Receipt
Multiple Updates Features added
Release Year: 2023
Summary Page added in Customer, Service, Expiry, Calls Menu
This Year & Last Year Comparison records Table added in all the Summary Pages.
Weekly Status Report sent on your Registered Email
Call Menu > New Fields added Call Register Date Time & Call Register By for better analysis of Call
On Technician App > New Menu added This Month Spares Part Consume Report
New fields added in Customer Product Form "Installed Location / Place
New Updates
Release Year: 2023
Whatsapp Integration > New & Advance Whatsapp Integration Module added: In Master Menu > Msg Template Tab > Now Send Whatsapp to your Customers from your Own Mobile No. (For details talk to your A/c Manager).
User Menu > New & Advance User Rights Module added: In User Menu > Action Tab Set User Rights > New & Advance User Rights Module added.
> Steps: Click on User Menu > Click on Set User Right Button in Action Tab against the User.
Customer, Call, Service & Expiry Menu > Summary Page > View Page Link Added: View Link displays related information detail list of Customers. Click.
Service & Expiry Menu > Summary Tab: New Tab added in Service & Expiry Menu respectively, Summary > This page gives summary / important statistical information about This Month Service Reminders and Expiry Contract Reminders respectively. Click.
Customer Menu > Customer Summary: New Tab added in Customer Menu, Summary > This page gives summary / statistical information about Customer details. Click.
Calls Menu > New Job Card Print: In calls if spare parts added then spare parts details shown in Job Card Print. > Steps: click on call details then click job print button.
Report Menu > Technician Time Sheet Report: This report will give details of each Technician Daywise Start Time & End Time along with Date & Technician Filters. Click.
Technician App > My Report Card New Updates: In Technician App My Report Card additional information shown for better analysis of Self Performance. > Steps: click on My Report Card Tab.
Technician App > New Leaderboard: You Can See All The Technician-Wise service Call performance details For This Month.
> Steps: click on Leaderboard Tab.
Technician App > Change Password: Technician Can able to Change their Password from Technician App itself. > Steps: click on Change Password Tab.
Technician App > Help Menu: Help Manual added for Technician. > Steps: click on Help Manual Tab.
Help Menu > My Tickets: New Tab Added In Help Menu, My Tickets > This Page gives all details of Service Tickets added by you when you need any help or assistance. Also you can Create New Service Ticket to our Service Support Team which will help assist you further with the issue. Click.
Help Menu > My Payments: New Tab Added In Help Menu, My Payments > This Page gives all the details of your Payments given to us. You can download Invoices also from this Page for your reference. Click.
Call Menu > Call Summary: New Tab added in Call Menu, Summary > This page gives summary / statistical information about Calls done in the Current Month. Click.
Master Menu > Training Kit Module: New Tab added in Master Menu named Training Kit. In this you can write Training materials, information or content for your Technicians. This is like a Help Manual or Training Manual for your Technician. All the details written here will be seen in Technician App. Technician can read this when he wants. This can be used for New Technicians or existing ones to educate or keep them informed every time. Click.
Report Menu > Customer Active Report: New Report showing Active Customers list available in the Software. Customers whose contract is active. Click.
Report Menu > Customer Dead Report: New Report showing Dead Customers list available in the Software. Customers whose contract or warranty expired. Click.
Customer Menu Customer Product Tab > Complete Record Print: New button added in Customer Product Tab. It gives complete all information about the Search Customer. You can take Print or PDF and give to Customer. Click.
Technician App > Job Complete Yes No Feature: New button added in Technician App Feedback Form, Job Complete Yes No. If call is not completed then Technician can select Job Complete No.
Customer Menu > New Tabs This Month, Last Month, Last 3 Month: New Tabs added in Customer Menu This Month, Last Month, Last 3 Month. It will show list of Customers added in the respective months. Click.
Expiry Menu > Renewal button: New button added Renewal in Action Column, It will give colour after Customer Contract is Renewed. Click.
Calls Menu > Call List show Call Complete Date & Time: In all Call List added one column to show Call Complete Date & Time.
Customer & Calls Menu > New Explainer Labels Information: In Customer & Calls Forms new explainer or labels information added for better understanding of the Fields.
Customer Menu > Customer Address Google Map Location Link module: In Customer details form one field added Google Map Location where you can save googlemap link & Integration with Technician App. And in Technician App Google Map will be opened in Technician Smartphone. It will help Technician to reach address soon. Click.
Setting Menu > SMS Panel details & Credit Information: In Setting Menu, Customers SMS Panel details have been added along with available SMS Credits + SMS Packages, TRAI Rules have been added. Click.
Customer Menu Customer Product Tab > New Service Agreement Print in Customer Product Tab: In Customer Product Tab New Service Agreement Print format along with more information have been added. You can take Print or PDF and share it with your Customer.
Calls Menu > New Job Card Print in Calls Form: In Calls Form New Job Card Print format along with more information have been added. You can take Print or PDF and share it with your Customer.
Dedicated Customer Webpage Feature: Get professional looking and well informed dedicated Webpage for your Customer with your Company Name link where you can showcase your business information digitally. Also, your Customer can Login into the Webpage and get his/her all the necessary details like Future Service Schedule, Given Services, Spares, Payments, etc. along with this Register Complaint or Service Call. Dedicated Customer Webpage Addon Rate is Rs.2,250 (Two Thousand Two Hundred and Fifty Only) / Per Year. Click.
Customer Menu Customer Product Tab > Corrections in Spares Used details: In Customer Product Tab Spares Used Table, Additional information about spares part used details added in Customer Product Tab. Click.
User Menu > User Access Rights Modules: New User Menu along with User Access Rights feature added. Now you can create new Users for Software and give them Menu Access Rights as per your needs. Click.
Customer Call Service Expiry Menu > Integration of Colours: Integration of Colours in the forms of Customer, Call, Service, Expiry. This will help you to identify Customers easily and fastly as per Colour given. Click.