Financial Work
Automate AP, AR, and month-end close
- Accounts payable: invoice matching and bill preparation
- Accounts receivable: billing and collections follow-up
- Month-end: reconciliations and close preparation
Agent actions taken
Systems & Agents
to Enable the Best
Service Providers
The system of record and action to enable world-class operators.
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TRUSTED BY
FEATURED IN
$100M+LANDSCAPER
Greater Texas
“Obviously the future”
$30M+DESIGN FIRM
Ultra high net worth clientele
“Ground breaking”
$10M+LANDSCAPER
DFW, Texas
“So simple”
$3.5M+POOL SERVICE
Greater Houston, TX
“So impressed and we're just scratching the surface”
GENERAL CONTRACTINGEXTERIOR SOLUTIONSPROPERTY MANAGEMENTLAND DEVELOPMENTTREE CAREIRRIGATION+ more
“I couldn’t imagine working without it”
Unify the tools you already use.
Bring your tools, data, and workflows into one platform for people and agents.
Google WorkspaceGmail · Calendar · Drive
Microsoft 365Outlook · OneDrive · Teams
AspireLandscape operations
JobberField service management
FieldRoutesPest & lawn service operations
AcumaticaERP & business operations
GeotabFleet telematics
QuickBooksAccounting
StripePayments
PlaidBanks & credit cards
DropboxFiles & documentsAgents
Put agents to work on billing, financial analysis, and daily operations—with the records and tools to move from a question to a reviewed result.
Incoming email · Outlook
Insights
Get from the numbers to the reasons
- Estimated vs. actual labor and costs
- Job margins and budget variances
- Reports grounded in source records
Field Operations
Put the right context in your crews’ hands
- Daily job and crew briefings
- Customer instructions and site context
- Missing information and work follow-ups
Let’s talk about
your business.
Tell us how you work, the systems you use, and what your goal is this year.
hi@servohq.comField
An exceptional phone app for your crews. Maps, job details, and live progress in one place—with secure sharing to bring customers into the work.
Maps
Collect in the Field → Master in the Office → Act with Agents
Site Mapping
Visual site planning
- Draw and annotate property maps
- Measurement and area tools
- Site photos and notes
- Securely share maps with customers and collaborate
GPS Tracking
Real-time crew visibility
- Live crew location tracking
- Clock in/out location verification
- Geofencing
- An exceptional phone app for your field teams
A Unified Field
Trees Irrigation CrewCrew & tree work are simulated.Operations
Project planning, scheduling, dispatch, and job management
PROJECT PLAN / EXAMPLEOakwood · Landscape renovation
Week Project Management
Plan the work from kickoff to closeout
- Waterfall timelines and Gantt planning
- Task dependencies and sequencing
- Project progress and team assignments
Work Orders
Manage jobs from start to finish
- Job creation, scheduling, and completion
- Checklists and photo documentation
- Templates for recurring work
Scheduling
Assign and dispatch crews
- Calendar-based scheduling
- Crew and individual assignments
- Recurring schedules
Time Tracking
Track hours and attendance
- Clock in/out with GPS
- Job-specific time allocation
- Break and travel time
Inventory
Track materials and equipment
- Materials and equipment tracking
- Usage per job
- Asset management
Office
Bring customers, people, operations, and finance into one platform—with agents that help your back office keep work moving.
Sales
CRM, estimates, and customer management
Pipeline & CRM
Track leads through your sales funnel
- Sales pipeline with customizable stages
- Lead qualification and win probability
- Customer and contact management
Estimates & Proposals
Create and send professional quotes
- Lineitems for services, labor, and materials
- Pricing tiers, bundles, and discounts
- Online approval from customers
Marketing
Reach customers across channels
- Email and SMS campaigns
- Automated drip sequences
- Campaign analytics
Workforce
Employee, contractor, and crew management
People Management
Manage your entire workforce
- Employees, contractors, and seasonal workers
- Org hierarchy and reporting structures
- Skills, certifications, and licenses
Teams & Crews
Organize and assign groups
- Crew creation and scheduling
- Role-based permissions
- Team assignments
Finance & Accounting
Receivables, payables, payments, payroll, and the books
Accounts Receivable
From completed work to collected revenue
- Customer invoices and payment terms
- Outstanding balances and aging
- Payment tracking and collections
Accounts Payable
Keep vendor bills and obligations organized
- Vendor bills and due dates
- Expense coding and job allocation
- Unpaid balances and payment tracking
Payments
Accept payments any way
- Credit card and ACH processing
- Check and cash recording
- Refunds and disputes
Payroll Estimation
Forecast wages and payroll costs
- Wage and commission estimates
- Overtime rules and holiday pay
- Payroll export
Accounting
Keep your books connected to the work
- Chart of accounts and journal entries
- Accounting periods and financial reporting
- Expense tracking and allocation
Industries
A flexible platform for service businesses, shaped around your teams, your customers, and your use case.
Landscaping
Lawn care, irrigation, tree services, land clearing, stump grinding
Trades
HVAC, plumbing, electrical, septic, garage doors
Construction
Contracting, roofing, remodeling
Property Care
Pest control, pool, pressure washing, gutters
Junk Removal
Hauling, cleanouts, debris removal
Janitorial
Commercial cleaning, offices
Agent-first.
Uncompromising on trust and safety.
Give people and agents the power to build, connect, and act across your business—with access controls, accountability, and your team in control. Maximum capability. Trust and safety built in.
The whole API. Yours to build with.
Read and write through the same API that powers Servo. Full platform access, with no public/private API split holding your integration back.
Unlimited webhooks. Work that reacts.
Let a change in your business trigger the next step. Connect agents and systems to events instead of repeatedly polling for updates.
Your data model, your rules.
Create custom tables and fields for the details that make your business different. Build around your workflow instead of squeezing it into someone else’s template.
Agents can learn the schema.
Discover custom objects and fields through the API. Give agents a structured map of your business data so they can work with the model you actually use.
Connect through MCP.
Bring Servo tools into MCP-compatible agents. Give them a direct way to work with your business through structured tool calls.
Build against a clear contract.
OpenAPI schemas describe requests, responses, and data types. Generate typed clients and give coding agents concrete contracts to build against.
Keep the business in context.
Work across customers, jobs, people, documents, and finance in one system. Build workflows that follow the whole job, from the first conversation to the final invoice.
Automation with accountability.
Person-owned API keys and attributed writes make it easier to trace what an integration changed. Give automation an identity your team can manage.