From inspection to signed certificate.
ServMeister runs the whole job: eight British-Standard inspection wizards, full digital EICRs to BS 7671, SFG20 planned maintenance, geographic dispatch, quotes your client instructs line by line, and invoicing raised from the job — with AI drafting the paperwork and a competent person signing it.
Built around the British Standards you're audited against
Everything from the site visit to the invoice.
One system, from the site visit to the client.
Most teams stitch this across a clipboard, a spreadsheet, a CAD drawing, an email chain and an accounts package. ServMeister runs it as a single loop — with a human checkpoint exactly where it matters.
A complete digital EICR — to BS 7671:2018+A4:2026.
Eight steps from brief to sign-off: site, engineer, installation, inspections, circuits, observations. Every observation coded, every circuit captured, and the branded certificate generated for a competent person to sign.
- 30-column circuit schedules — every circuit way-by-way with full test results, exactly as the report demands.
- Full Schedule of Inspection — the complete checklist captured against the installation.
- Observations coded C1, C2, C3 and FI, with test-result validation checking Zs against the protective device.
- Branded EICR certificate — Sections A–K, Schedule of Circuit Details, Test Results and Schedule of Inspection, ready to issue.
| Ckt | Description | Type | Rating | CSA | R1+R2 | Zs | RCD |
|---|---|---|---|---|---|---|---|
| 1 | Lighting GF | B | 6A | 1.0 | 0.42 | 0.68 | — |
| 2 | Ring final | B | 32A | 2.5 | 0.31 | 0.55 | 28ms |
| 3 | Immersion | B | 16A | 2.5 | 0.29 | 0.51 | 27ms |
| 4 | EV charger | C | 32A | 6.0 | 0.18 | 0.34 | 24ms |
| 5 | Kitchen radial | B | 20A | 4.0 | 0.22 | 0.44 | 26ms |
The single-line schematic draws itself.
Record the distribution boards during the inspection and ServMeister generates a floor-banded distribution schematic — every board on its floor, with labelled submain feeders between them. No CAD, no redrawing.
- Boards grouped by floor, in the order you record them
- Submain feeders labelled with their rating and route
- Exported as an SVG alongside the certificate and circuit charts
Electrical, life-safety and HVAC — in one system.
Each wizard captures the readings its standard expects, records assets and observations as it goes, and produces the right document for a competent person to review and sign.
Specialist disciplines — fire alarm, legionella and LOLER thorough examination — are scheduled, tracked and evidenced in the SFG20 maintenance matrix, with your specialist's certificate stored against the visit and surfaced in the client portal alongside everything else.
See the work on a map. Plan the day around it.
Unscheduled jobs and due PPM appear as priority-coloured pins with your engineers' home bases. Ask for a day plan and a deterministic engine clusters the work by urgency, filters it to engineers who hold the trade, routes it and fits it to capacity.
Drive times are estimated from straight-line distance with a road factor — no third-party routing dependency to fail on you. Postcode lookup uses postcodes.io. AI narrates why a plan is ordered the way it is; it never routes and never books.
Win the contract, then run it.
A proposal sells the relationship; a quote prices one-off works. Build the maintenance proposal from the SFG20 service schedule, price it annually, and share a link. When it's won, one click creates the client and the contract, then hands straight over to PPM.
- Prospect first — a client record is only created when you win
- Service schedule priced annually from the SFG20 catalogue
- Rate card, SLAs and term in the same document
- AI drafts the executive summary for you to edit — never sends it
| SFG20 | Service schedule | Frequency | Annual |
|---|---|---|---|
| C-01c | Fire detection & alarm — annual | 4 visits/yr | £1,240 |
| E-04b | Emergency lighting — duration test | 1 visit/yr | £860 |
| H-02a | AHU service — quarterly | 4 visits/yr | £2,180 |
| K-01b | LOLER thorough examination (specialist) | 1 visit/yr | £420 |
Your client instructs, line by line.
Coded observations become priced remedial lines. Send one link — no login, no account — and the client accepts the C1s, declines the C3s with a recorded reason, attaches their PO and signs. What they instructed is what gets scheduled, and what gets invoiced.
- Accept or decline each line individually, with reasons recorded
- Purchase order attached at the point of instruction
- Signed and timestamped — a clean audit trail of what was offered and refused
- Instructed lines flow into the job, then onto the invoice
| Code | Observation | Price | Your decision |
|---|---|---|---|
| C1 | Exposed live conductor — DB-G1 gland plate | £340 | ✓ Instruct |
| C2 | No RCD protection — kitchen ring final | £620 | ✓ Instruct |
| C2 | Damaged accessory — Level 2 corridor | £145 | ✓ Instruct |
| C3 | Bonding label missing — intake cupboard | £60 | Decline |
The invoice writes itself when the job closes.
The moment an engineer completes the job, a draft invoice is raised — priced from the lines the client actually instructed, with their PO already on it. Send it with the proof pack attached, chase it automatically, and export a line-level CSV for Sage or Xero.
- Draft raised automatically on job completion
- Proof pack attached — the certificate and evidence behind the charge
- Credit notes, payment reminders and contract invoicing
- Purchase orders and supplier records alongside
Accounting export is a line-level CSV for import into Sage 50 or Xero — not a live two-way sync.
| Instructed line | Qty | Net |
|---|---|---|
| C1 — Exposed live conductor, DB-G1 | 1 | £340.00 |
| C2 — RCD protection, kitchen ring final | 1 | £620.00 |
| PPM visit — Q3 schedule | 1 | £2,550.00 |
Your price book, your rates
Start from a 463-line FM catalogue covering the common trades, then import your wholesaler's CSV to price every line against your own buying. Quotes and invoices draw from it, so the numbers stop being guesswork.
| Code | Description | Trade | Unit price |
|---|---|---|---|
| EL-LUM-03 | Emergency luminaire — 3hr maintained LED | Lighting | £48.20 |
| EL-BAT-01 | Replacement battery pack — 3hr | Lighting | £12.90 |
| DB-MCB-B32 | MCB Type B 32A single pole | Electrical | £6.15 |
| FE-CO2-2K | CO₂ extinguisher 2kg — service exchange | Fire | £31.00 |
A certificates register — and a human gate before it.
Issued documents are classified automatically as Certificates, Reports or Service Reports and filed against the property. Nothing reaches a client until a competent person has reviewed and signed it.
AI drafts and triages. Your engineers decide and sign.
We use AI to remove the typing, not the judgement. Every AI output lands in front of a competent person before anything is issued. An AI cannot hold legal accountability for a compliance certificate — so competent-person sign-off is always human, and nothing is ever auto-approved.
Board Vision
Photograph a distribution board and AI drafts its identity and ratings for the engineer to check. It never invents test readings — measured values are always entered by the engineer.
Human checkpointSuggest a code
Write an observation in plain words and AI proposes the C1, C2, C3 or FI classification. The engineer confirms or changes it; the model never sets the outcome.
Human checkpointDraft the write-up
Dictate findings or work notes and AI drafts the descriptive fields and closing summary on a service report. You review and sign — it never sets pass or fail.
Human checkpointElsewhere AI drafts a proposal's executive summary, explains why a day plan is ordered the way it is, and triages an incoming call-out. All of it is flag-and-suggest only — every one has a visible human checkpoint.
Give clients a window, not a wait.
Building owners and managing agents get a secure portal scoped to their buildings — live compliance status by discipline, every issued certificate, their remedial works and their quotes, without a single "can you send me the latest certificate" email.
- Live compliance status and every certificate by property
- PPM matrix, upcoming visits and renewal dates
- Remedial works and quotes with their current status
- Scoped access — each client sees only their own estate
Client portal logins are free and unlimited — they never consume a seat. Quotes are instructed on the signed link above.
Built like software people use all day.
Everything, one keystroke away
Ctrl K searches jobs, quotes, proposals, invoices, properties, clients and reports at once, scoped to what your role is allowed to see. No hunting through menus.
One platform, three points of view.
- Board Vision & dictated write-ups
- Mobile-first wizards for plant rooms
- QR asset lookup on the unit
- Your day, routed, on a map
- One review queue for every document
- PPM tracked to SFG20
- Proposal → contract → PPM
- Quote → job → invoice
- Live certificates by property
- PPM matrix & renewal dates
- Instruct quotes line by line
- Free, unlimited portal logins
A compliance platform — not a general job tool.
Many FM platforms are broad job-management systems with compliance bolted on. ServMeister is compliance-native: built around the standards, the schedules, the sign-off and the certificate.
| Capability | ServMeister | General FM platforms |
|---|---|---|
| Full digital EICR with 30-column schedules | Yes | Often out of scope |
| Automatic single-line schematics & circuit charts | Yes | Rarely |
| Compliance-native (BS-coded forms & remedials) | Yes | Partial — general job forms |
| Board Vision & dictated capture on site | Yes | Rarely |
| Competent-person review queue built in | Yes | Varies / add-on |
| Client instructs quotes line by line, no login | Yes | Usually all-or-nothing |
| Client compliance portal included, seats free | Yes | Often a paid add-on |
Comparison reflects ServMeister's positioning against general-purpose FM software; verify any specific product's current features against its own documentation.
Get your team on ServMeister.
Tell us about your estate and we'll set you up. Prefer to see it first? Book a walkthrough and we'll take you from inspection to signed certificate.
- Eight inspection wizards, EICR included
- Dispatch, PPM and week planning
- Quotes, invoicing and your price book
- AI drafts; competent persons sign