Management software for service agencies
Your whole agency, from order to receipt, on one screen.
CargoVi brings customers, services, payments, receipts, claims and reports into one simple administrative flow, so your team works from clear data and a cash drawer that balances.
Start with one agency and one user. Nothing to install.
Orders
Intake, payment and internal tracking
Orders today
18
Outstanding
$2,940
Awaiting review
7
| Order | Amount | Status | ||
|---|---|---|---|---|
| Order #1042 | Customer A | Administrative service | $250 | Payment recorded |
| Order #1041 | Customer B | Document handling | $400 | Awaiting review |
| Order #1040 | Customer C | Administrative service | $180 | Awaiting payment |
| Order #1039 | Customer D | Standard process | $320 | Payment recorded |
One record, the whole history
Customers, orders, payments and claims all work off the same record. Nothing is entered twice.
Statuses you define
Each order moves through your agency's own internal statuses, with a history of who did what.
Numbers that add up
Payments, balances and receipts come out of the order itself, not a separate sheet.
Modules
Everything administrative, in one place.
Every module works off the same customer record and the same order. Nothing is entered twice.
Customers
One record per customer with their details, their order history and their outstanding balance.
Service orders
Intake, correction and internal tracking for every order, using the statuses your agency defines.
Service catalogue
Define the services your agency offers, with their price, their cost and whether they are active.
Payments and cash
Full or partial payments in cash, card or transfer, with the balance worked out for you.
Receipts
A receipt for any paid or partially paid order, ready to print or send.
Claims
Each claim stays linked to the original order, with its history and its resolution.
Documents
Attach files to an order or a customer and keep them where they belong, not in a chat thread.
Reports
Sales, receivables, cost and profit, calculated on your real data.
Users and permissions
Each employee with their own login and role, and a history of who recorded what.
How it works
From the order to the cash close, without leaving the system.
Three steps, the same path for any service in your catalogue.
- 1
Record the order
Find or create the customer, pick the internal service type and fill in the details your administrative process needs.
- 2
Take payment and track it
Record full or partial payments, keep an eye on balances, and update each order's internal status.
- 3
Close the day
Issue receipts, check the cash drawer, and read the reports on sales, outstanding payments and profit.
Pricing
One plan per agency, not per order.
You pay for the agency and its team. The orders you record inside your plan are not billed on top.
Reference pricing while we finalise the plans. Get in touch and we'll confirm yours before you subscribe.
Starter
For the agency getting started and moving off spreadsheets.
$49/mo
USD, billed monthly
Get started- 2 users
- 300 orders per month
- Customers and orders
- Payments and receipts
- Service catalogue
- Basic reports
Pro
For the agency with several staff and daily volume.
$99/mo
USD, billed monthly
Get started- 8 users
- 2,000 orders per month
- Everything in Starter
- Linked claims
- Cost and profit reports
- Priority support
Agency Plus
For large operations or more than one branch.
$199/mo
USD, billed monthly
Get started- Unlimited users
- Unlimited orders
- Everything in Pro
- Multiple branches
- Roles and team permissions
- Hands-on migration support
FAQ
What agencies ask before they start.
Can I bring over what I have in Excel?
Yes. Customers can be loaded from your current sheets; the old history can stay as reference while the day's work already runs inside CargoVi. On plans with migration support we help you with that first load.
Who can see my agency's data?
Only your agency. Every record is isolated by agency at the database level, so neither another agency on the system nor a user without permission reaches your customers, your orders or your amounts.
Does it work if my agency offers only a few services?
Yes. You define your own catalogue, with the services you offer and the price of each. You can start with a single one and add more later, without reloading customers.
How many staff can use it at once?
As many as your plan includes. Each person signs in with their own user and their own role, so you know who recorded each order and who took each payment.
What happens when a customer raises a claim?
You open the claim from the original order. It stays linked to it, with its history and its resolution, so you're not hunting for a conversation from three weeks ago.
Does CargoVi collect or move my customers' money?
No. CargoVi is software only: it records the payments your agency takes by its own means, so your cash drawer and receipts stay up to date. Your customers' money never passes through us.
Contact
Tell us how your agency works.
We'll show you the system with your own service catalogue and tell you straight whether it fits.
Stop rebuilding the day in a spreadsheet.
Record your first order today and watch the cash close come out on its own.