What's new in Servato
Shipped improvements, month by month. Everything below is live in your account today.
August 2026
Drag-and-drop dispatch board
Schedule crews visually, set up recurring visit series once, and let clients get automatic en-route texts. No more whiteboard, no more double-booked mornings.
One inbox for client texts and emails
Two-way SMS and email with every client in a single shared inbox — with templates, scheduled sends, and conversation assignment so nothing slips through a personal phone.
Import rescue with plain-language fixes
When a CSV import fails, Servato now explains what went wrong in plain language and lets you fix and retry in place — no starting over, no support tickets.
Integration health at a glance
One screen shows whether QuickBooks, Google Calendar, and Stripe are connected and syncing — so you find out about a broken connection before your books do.
July 2026
Automatic estimate follow-ups
Sent estimates that go quiet now get polite, automatic reminder emails. You win more work without spending evenings chasing answers.
Automatic review requests
When a job wraps up, happy clients automatically get a Google-review ask. More five-star reviews, zero extra effort.
Deposits, card on file & autopay
Collect a deposit the moment an estimate is signed, keep a card securely on file, and auto-charge recurring invoices. Less chasing checks, faster cash flow.
Weekly owner digest
A Monday-morning email with your revenue, pipeline, and crew activity — the pulse of your business without opening a dashboard.
June 2026
Offline field mode
The crew view now works with no signal: tasks, photos, and the time clock keep working in basements and rural sites, then sync when coverage returns.
QuickBooks sync
Invoices, payments, and customers flow into QuickBooks Online automatically — and QuickBooks-side payments and customer edits flow back into Servato. Your bookkeeper gets clean books without double data entry.
Direct bank payouts
Connect your bank account and client payments land as direct deposits, with payout status visible right inside Servato.
Migration hub with AI column mapping
Switching from another tool? Import customers, jobs, estimates, and invoices from CSV — AI maps your columns automatically so a full switch takes an afternoon, not a week.
May 2026
Visual measuring
Draw and measure areas and lengths visually to price a job from a site visit or photo — no formal drawings required.
AI takeoffs from plan sets
Upload a plan set and get structured quantities, materials, and an estimate draft in minutes — instead of a late night with a highlighter.