Autopilot

Your business on autopilot — and proof it's working

Estimate follow-ups, overdue-invoice reminders, review requests, and recurring billing run on their own. An owner briefing shows what actually happened — every reminder sent, every payment collected — with a switch for each automation.

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Included on every Servato plan. Starts at $149/mo. Cancel any time.

What's included in Servato's business autopilot

  • Owner briefing: what Servato's automations did — reminders sent, estimates signed, payments collected
  • One autopilot settings page — every automation explained in plain language with an on/off switch
  • Crew My Day: today's visits in order with directions, one-tap clock-in, and a "running late" text to the customer
  • End-of-shift summaries write themselves from clock-ins, photos, and checklists — nobody types reports
  • Estimator queue, dispatcher morning brief, and an office inbox of overdue invoices and unsigned estimates
  • Customers see live job status and photos in the portal; subcontractors get a secure read-only link to their scope

Without Servato

Invisible software
Your tools claim to automate things, but you never see proof — so you keep chasing estimates and invoices by hand anyway.
Everyone hunts for their day
Crews text the office for addresses, estimators dig for stale leads, dispatchers eyeball the board for conflicts.
Reports nobody writes
End-of-day summaries depend on tired techs typing on a phone — so they don't happen.

With Servato

See what your software earned
The owner briefing lists real activity from your own account — reminders sent, estimates signed after a nudge, invoices collected — with links to each record.
Every seat opens to an organized day
Crew, estimator, dispatcher, and office each land on a view of exactly what needs them today — in English or Spanish, per person.
You stay in control
Every automation has a plain-language description and an on/off switch. Turn off what you don't want — the rest keeps working.

business autopilot — FAQ

What exactly runs on autopilot?
Estimate follow-up reminders, overdue-invoice reminders, review requests after paid jobs, recurring service-agreement billing, crew shift summaries, and bilingual visit notifications (assignment, reschedule, en-route). Each one can be switched off per company.
Where do I see what the automations did?
The Autopilot page in the app shows the last 7 days of real activity from your account — no estimates or made-up numbers — with links to the underlying estimates, invoices, and reviews.
Do my crews have to write end-of-day reports?
No. Servato rolls each worker's clock-ins, completed visits, photos, and checklist progress into an automatic end-of-shift summary — no typing required.
Can subcontractors see a job without a paid seat?
Yes — you can share a secure, read-only link scoped to one job: their scope, schedule window, and shared plans. Links expire and can be revoked any time.

Replace the stack, improve your margin.

One workspace for estimating, scheduling, CRM, invoicing, and AI takeoffs. Plans from $149/mo. Cancel any time.

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