Dispatched 30% more jobs per tech without adding seats
Moved off a generic CRM that wasn't built for field service. Smart routing, en-route texts, and one-tap invoicing freed up an hour per tech per day.
+30%
Jobs per tech per week
vs. prior 90-day average
2 days → same day
Time-to-invoice after job
~8 hrs/week
Dispatcher hours saved
"We were paying for three different apps that all sort of did dispatch. Servato is the first tool where the dispatcher, the tech in the truck, and the front office are looking at the same job in real time."
— Operations manager, 8-truck HVAC shop
This Sun Belt HVAC company spent two years on a CRM that was originally built for sales teams, then bolted on a field-service add-on, then required a separate app for the techs in the truck. Dispatchers were copy-pasting addresses between tabs and texting techs photos of work orders.
After moving to Servato, the dispatcher sees the same job board as the techs. Customers get an en-route SMS with the tech's name and ETA, the tech captures photos and the customer's signature in the field app, and the invoice is generated from the same work order — usually before the truck has left the driveway.
The headline number is jobs-per-tech-per-week up 30%, but the team says the bigger win is fewer angry phone calls: customers know when the tech is coming and the dispatcher isn't fielding 'where is my guy?' calls all afternoon.
Products used
Composite story: illustrative scenario based on interviews with Servato beta users and ROI modeling. Numbers reflect typical outcomes, not a single named customer. See all stories for full disclosure.