Everything you need to
run your service business
From first contact to final payment, Servo provides comprehensive tools for sales, workforce management, field operations, and financial management.
We're actively developing new features. Some capabilities listed below are in progress.
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
- Line items 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
Maps
Location management and field tracking
Properties & Locations
Manage service locations
- Customer properties and addresses
- Service area management
- Geocoding and address validation
Site Mapping
Visual site planning
- Draw and annotate property maps
- Measurement and area tools
- Site photos and notes
GPS Tracking
Real-time field visibility
- Live crew location tracking
- Clock in/out location verification
- Geofencing
Operations
Scheduling, dispatch, and job management
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
Finance
Invoicing, payments, payroll, and accounting
Invoicing
Bill customers and collect payments
- Invoice generation from estimates or jobs
- Recurring billing and subscriptions
- Payment terms and reminders
Payments
Accept payments any way
- Credit card and ACH processing
- Check and cash recording
- Refunds and disputes
Payroll Calculator
Calculate wages and export to your payroll provider
- Hourly, salary, and commission calculations
- Overtime rules and holiday pay
- Export to payroll systems
Accounting
Financial tracking and reporting
- Chart of accounts
- Expense tracking and allocation
- Financial reporting
Industries
Purpose-built for service businesses
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
Ready to transform your operations?
Join service professionals who trust Servo to run their business.