πŸ—οΈ Platform Architecture

One Platform.
Every Utility Operation.

Serveiz is the only utility operations platform that natively connects your Customer Information System, customer self-service portal, and field service management in a single cloud-native application.

The Problem We Solve

Utilities Suffer When Systems Don't Talk to Each Other

Most utilities run on a patchwork of legacy systems β€” an aging CIS, a disconnected field tool, a portal with stale data, and manual exports to finance. The result is costly, slow, and frustrating for everyone.

  • Billing errors from disconnected meter data
  • Duplicate customer records across systems
  • Field crews without account history on site
  • Month-end reconciliation that takes days
  • Executives with no single performance view
  • IT teams maintaining expensive point-to-point integrations
Legacy System Landscape
πŸ“‹
Legacy CIS
⚠ No API
πŸ“±
Portal (Separate)
⚠ Stale Data
πŸ”§
Field Tool
⚠ Paper Sync
πŸ“Š
Finance Export
⚠ Manual
πŸ’Έ Nightly imports Β· Manual reconciliation Β· Data errors
The Serveiz Approach

A Single Data Model. Four Powerful Products.

Serveiz was architected from the ground up as a unified platform. Every product operates on the same customer record, the same account hierarchy, and the same real-time data store. When a field crew replaces a meter, billing knows immediately. When a payment posts on the portal, the account balance updates instantly.

  • No nightly syncs or import/export files
  • No reconciliation headaches
  • Real-time data across every team
  • One login, one source of truth
  • Cloud-native β€” no servers to maintain
Serveiz Unified Platform
⚑ SERVEIZ PLATFORM CORE
Unified Customer Record Β· Real-Time Data Β· Single Source of Truth
πŸ“‘
MDM
βœ“ Live
🧾
UBS Billing
βœ“ Live
πŸ“±
Customer Portal
βœ“ Live
πŸ”§
Field Service
βœ“ Live
βœ“ Real-time sync Β· Zero reconciliation Β· One login
Platform Capabilities

Everything Built In

No separate BI tool. No middleware. No integration project. Every capability you need is included in the Serveiz platform.

πŸ‘€

Customer Information System

A single record for every customer β€” across all service types, accounts, contacts, and communication history.

🧾

Billing Engine

Rules-based billing that handles any rate structure across water, electric, and gas.

πŸ’³

Payment Processing

PCI-compliant online, phone, walk-in, and ACH AutoPay. Lockbox, NACHA, and ACH return management included.

πŸ“±

Customer Self-Service Portal

Branded, mobile-first portal that reduces inbound calls and increases online payment rates.

πŸ“‹

Work Order Management

Create, assign, dispatch, and close work orders from the office or in the field with full mobile support.

πŸ“¦

Asset & Inventory Management

Track every meter, part, and piece of equipment across warehouse locations and field crews β€” in real time.

πŸ—ΊοΈ

GIS & Mapping

Native integration with Esri ArcGIS. View service locations, work orders, and crew positions on a live map.

πŸ“Š

Analytics & Reporting

Executive dashboards, operational KPIs, financial reports, and configurable data exports β€” all built in.

πŸ”Œ

Open Integrations

Pre-built connectors for ERP, GIS, AMI, payment, and communication platforms. REST API for custom integrations.

Deployment

Cloud-Native SaaS. Zero Infrastructure.

Serveiz is fully managed SaaS hosted on AWS. We handle infrastructure, security, updates, and backups. Your team focuses on running the utility.

6–12
Weeks to Go Live
Zero
On-Premise Infrastructure
99.99%
Platform Uptime SLA
24/7
Support Availability
Ready to see it?

See the Full Platform in a Live Demo

Get a personalized walkthrough configured for your utility type, your rate structures, and your operational workflows.