25 features, one login

Everything it takes to run the job, start to finish

From the missed call at nine at night to the invoice that pays itself, here is the whole thing, in the order you actually live it.

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Before the phone rings

Get found

Most of the work you lose, you never hear about. It goes to whoever turned up in the search, answered at nine at night, or stayed in touch after the last job.

Most used

Smart Campaigns

Custom automated workflows that ask for reviews, win back quiet customers and run seasonal offers while you are out on a job.

A workflow you can see: Build the automation on a board: name it, pick the trigger, choose the channel, write it, target it, review it.
Text and email, written once: Both channels in one campaign, personalized and previewed before it sends.
The right people only: Include and exclude by tag, and see the actual list before it goes anywhere.

Explore Smart Campaigns

A reactivation campaign on the Servgrow board: trigger, audience, a wait, then text and email sent together

Online Booking

Customers request service or estimates around the clock, from your site, your socials and the portal.

Always-on lead capture: Embed the form anywhere and never miss the after-hours caller again.
Qualified before you call: Custom questions and photo uploads mean your estimate is built on real information.
First to respond: An automated workflow creates the lead, alerts your team by email and text and confirms with the customer.

Explore Online Booking

Custom Pro Website

A professional site built to turn traffic into booked work, because most customers judge you on it before they call.

Expected, not optional: Customers expect a real website and search engines require one.
Built to convert: Designed to produce leads, not just to look tidy.
You stand out: A professional presence puts you ahead of the dated competition.

Explore Custom Pro Website

Local Business Listings

Your business listed accurately across the directories customers actually search, and search engines take notice.

Everywhere they look: Google, Yelp, Bing, Facebook, Foursquare and dozens more.
Consistent details: The same name, address and phone everywhere, which is what search engines reward.
You look established: 80% of people check you out before they ring, and turning up everywhere builds trust.

Explore Local Business Listings

The business directories Servgrow lists your business on, from Google and Yelp to Bing, Facebook and Foursquare

“We've been using Servgrow for a while now and it's helped us immensely in our business and relationship with our customers. Customers love the online booking and customer portal and the automated follow-ups save us a ton of time.”

Tim D. · Cooler AC Today

Estimate, follow up, close

Win the work

The business that gets an estimate out first, gives the customer a choice and follows up best is the one that gets the job. None of that should cost you an evening.

Most used

Estimating with Options

Put good, better and best on one estimate and let the customer pick, instead of estimating one number and hoping.

Options side by side: Each option carries its own line items, quantities and tax, straight from your price book.
They approve the one they want: Every option itemized, approved with a signature and a deposit if you ask for one.
Quiet estimates get chased: An automated follow-up workflow nudges the estimates you have not heard back on.

Explore Estimating with Options

Building Option #1, #2 and #3 on a single Servgrow estimate

Field Service CRM

Every customer, property, job, photo and invoice in one record your whole team can see.

Nothing gets lost: Past estimates, jobs, visits, invoices and notes all sit on the customer record.
Answers in a couple of clicks: Pull full history without digging through folders or old email.
Tags that sort themselves: Group customers, jobs and properties by area or service type, with auto-tagging workflows doing it as things happen.

Explore Field Service CRM

Job & Estimate Templates

Save your most common work once and generate a full, accurate job or estimate in a couple of clicks.

Built in seconds: Stop rebuilding the same line items and options by hand every time.
Pricing stays consistent: The whole team estimates the same work the same way.
Respond first: Send a professional estimate while your competition is still typing.

Explore Job & Estimate Templates

Customer Portal

A branded, self-service place where customers approve estimates, book work and pay invoices at midnight if they want to.

They see what is happening: Visits, with the name and photo of who is coming.
Approve and sign anywhere: Digital estimate approval with an eSignature, from any device.
Requests without phone tag: Customers ask for work whenever it suits them and it lands straight in Servgrow.

Explore Customer Portal

Service Plans & Agreements

Turn one-time work into revenue that arrives on a schedule, with an automated workflow booking the visits and billing them, and the agreement e-signed.

Income you can count on: Plans lift retention and average ticket at the same time.
The visits book themselves: The plan workflow puts service on the calendar and bills it, with optional reminders.
Harder to lose: Customers on a plan rarely go shopping for a competitor.

Explore Service Plans & Agreements

“A couple clicks to estimate, convert to a job, schedule and then invoice. Our customers love the notifications and customer portal. It's just so much professional. Oh, and we get paid faster too!”

Stuart S. · Squeegeezy Window Cleaning

From the board to the driveway

Run the day

Your day changes by the hour. A cancellation at ten, an emergency at noon, your best tech already across town. This is the part that decides whether that costs you money.

Most used

Dispatching

See where every tech is on a live map, drop unscheduled work on whoever is closest, and optimize the route in one click.

The whole crew on one board: Assign, reassign and reroute in seconds as the day changes.
Fill gaps from the map: Give an unscheduled job to the Pro already working that side of town.
Less windshield time: Optimized routes mean more billable jobs per truck, without adding a truck.

Explore Dispatching

The Servgrow dispatch split view: a row for every technician beside a live map of the day

Scheduling

Drag and drop the day across crews and dates, and keep the office and the field on the same calendar.

Drag and drop calendar: Move jobs across days and crews in one motion, by day, week or month.
One source of truth: Office and field teams always see the same schedule.
Syncs with your calendar: What is on the board shows up where your team already looks.

Explore Scheduling

The Servgrow schedule in month view, with unscheduled work ready to drag on and the map beside it

Job Management

The details, notes and attachments stay with the job from the moment it is booked to the moment it is invoiced.

The full picture on mobile: Customer info, address, line items and notes before the tech knocks.
Notes and attachments: Context anyone on the team can see, and files kept on the job they belong to.
Nothing in a glovebox: The history stays with the business rather than with one person who might leave.

Explore Job Management

The Servgrow jobs list with status and assigned techs

Job Photos & Videos

Capture the work as it happens, keep it on the job forever, and share a live link so the customer watches it come together.

Before, during and after: Photos and video captured on the phone while the tech is standing there, straight onto the job.
A live link for the customer: Share a public link and they follow the job in real time instead of ringing to ask.
Settles questions for good: When somebody asks what was done, the answer is already on file with a date on it.

Explore Job Photos & Videos

Uploading before and after job photos against a job in Servgrow

Custom Forms & Checklists

Build the forms your business runs on, attach them to any job, and make the important steps impossible to skip.

Made for how you work: Capture readings, answers, photos and sign-off in fields you define.
Required stays required: A new tech follows the checklist instead of learning the job by trial and error.
Filled in on site: Everything is completed in the app while the tech is standing there.

Explore Custom Forms & Checklists

Appointment Reminders

An automated reminder workflow runs before every visit, including a heads up the day of the job, so far fewer people forget you are coming.

Set the workflow once: Reminders go out on their own without tying up anyone in the office.
In your words: Customize the wording so it sounds like your company, not like software.
Email, text or both: Reach people the way they actually read things.

Explore Appointment Reminders

Screenshot of servgrow application showing automatic appointment reminders

On My Way Texts

One tap tells the customer the tech is coming and roughly when, instead of a four hour window and a shrug.

One click from the field: Send it in a second from iOS or Android on the way to the job.
Your wording every time: The workflow fills in the customer details so every tech sends the same professional message.
Fewer calls to the office: Customers stop ringing to ask where you are.

Explore On My Way Texts

2-Way Text Messaging

Text back and forth from a dedicated business number, with every conversation saved on the customer record.

One place for every thread: Messages live on the customer profile instead of on somebody personal phone.
A real business number: Look professional and keep your team personal numbers private.
Fill the slow weeks: Send a targeted offer to a segment of customers when the schedule needs it.

Explore 2-Way Text Messaging

Mobile App

The schedule, the job, the forms, the photos, the On My Way text and the payment, all from a phone.

The day in their pocket: Every visit in order, with the address, the time and the full job details.
The record made on site: Photos, notes and forms completed in the app before the van leaves.
Paid before you drive away: Take card payments in the field, including Apple Pay and Google Wallet.

Explore Mobile App

The Servgrow mobile app showing a job and the schedule

Time & Attendance

The clock lives on the phone and every hour lands against the job it was spent on.

One tap to start: Crews clock in and out from the mobile app, wherever the day begins.
Hours against jobs: Time attaches to the work, so labor cost is a number rather than a guess.
Payroll without the evening: Approved hours export instead of being re-keyed into a second system.

Explore Time & Attendance

The team board in Servgrow showing who is working and on what

“It has everything we need all in one place and keeps our team on track. We can estimate, schedule, dispatch, invoice and get paid online in just a few clicks. Customer love the experience, reminders and that definitely has them coming back to us!”

Sal S. · Done Your Way Carpet Cleaning

Get paid

Finishing the work is not the same as getting paid for it, and revenue is not the same as profit. This is where you find out which jobs are worth doing again.

Payments

Take the money on site, online, or automatically on the card you already have on file.

Paid in the field: Card readers and mobile wallets, so you collect before you leave the driveway.
Paid online: Online invoices are typically settled in about a day instead of waiting on a check.
Paid automatically: Save a card on file and let the recurring billing workflow charge it, without lifting a finger.

Deposits

Collect money up front, including at the moment a customer approves the estimate, so you are not funding the job out of your own pocket.

Collect it on estimate approval: Turn a deposit on and the customer pays it in the same step where they approve, so the job is funded before it is even scheduled.
Fixed amount or percentage: Ask for a set figure or a percentage of the total, whichever suits the job.
The balance is all that is left: What they paid up front comes off the total, so the final bill is only the remainder.

Invoicing

The invoice builds itself from the finished job, goes out branded, and chases itself when it is late.

Built from the job: Completed job details become a finished invoice with nothing to re-type.
It does the nudging: An automated follow-up workflow chases overdue invoices in your wording.
Know where you stand: See what has been sent, what is outstanding and what is paid, in one list.

Price Book

Every service and material priced once, with the cost behind it, so the whole team prices from the same numbers.

One book, one price: Change a price once and every new estimate uses it.
Estimate by picking, not typing: Drop price book items onto an estimate or a job in a couple of clicks.
Margin at a glance: Cost tracking shows which services carry the business and which do not.

Expense Tracking

Log the spend at the counter with the receipt attached, linked to the job it belongs to.

Captured while it is fresh: Name, date, amount and a photo of the receipt, in seconds.
Reimbursable or not: Flag it and say who is owed, so payday is not a shoebox of receipts.
Real job profit: Link it to the job and see what the work actually cost you.

Sales Reporting

What you sold, what you collected and where it came from, over any date range, in the columns you care about.

The real number: Revenue by the work you did, not a rough feeling about the month.
Slice it your way: Any date range, your choice of columns, filters and sorting.
Export in a click: Send it to your accountant without rebuilding it in a spreadsheet.

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