ServeCommand brings the decisions behind your business into the work your team does. Pricing rules, customer benefits, membership terms, and review tools connect the office, sales team, and field crew around the same customer and job context.
These guides explain how those parts fit together. Start with the policy you want your team to follow, then understand which part of the system carries it forward.
Customers and Sites
A customer and a Site describe different things. The customer is the owner you do business with. A Site is the property where the work happens. One owner can have several Sites.
This distinction matters when you price work. The property’s details can determine its service price, while the owner’s customer benefits can apply across their Sites. A membership describes agreed services and terms for the covered property.
Turn a decision into a repeatable rule
Use the right mechanism for the decision:
| Business decision | ServeCommand concept |
|---|---|
| A service should cost more when a Site meets certain conditions. | Conditional pricing |
| A preferred customer should receive a consistent benefit. | Owner tags |
| A price differs from the current calculation and needs attention. | Invoice review |
| A customer should receive a property-specific seasonal offer. | Memberships and campaigns |
Rules calculate. Tags carry customer benefits. Memberships preserve a commitment. Review tools make exceptions visible so a person can decide what to do.
Example: an irrigation season
Imagine an irrigation company preparing for spring. It records the details needed to price work at each Site, defines its service pricing, and prepares a seasonal membership offer. A customer can review the services and payment choices for their property.
When the team delivers the work, the agreed membership terms provide context for pricing. If a price differs from the expected calculation, review tools help the office understand whether it is an intended member rate or a difference to resolve.
This is an illustrative workflow, not a preconfigured package. Your services, Site data, rules, and membership terms determine the result.
Start with one policy
Choose a decision your team currently has to ask you about. Write down the conditions, the intended outcome, and the exceptions. Use these guides to identify where that decision belongs before adding more rules.
For a walkthrough with your own business in mind, book a demo.