Customer & Lead Management

Contractor CRM built into a full field service platform

Track every lead, every customer, every job — with estimates, invoices, and site photos attached. Not a generic CRM adapted for construction.

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

What's included in Servato's contractor CRM

  • Lead pipeline with source tracking and follow-up automation
  • Customer records with full job history, estimates, and invoices
  • Property records — site notes, photos, access instructions
  • Communications log — email, SMS, and call notes on every contact
  • Duplicate detection when a lead comes in from multiple channels
  • Public booking page for customers to request estimates

Without Servato

Generic CRMs don't fit the work
HubSpot and Salesforce don't understand jobs, sites, change orders, or crew visits.
Leads fall through the cracks
A lead from your website goes to email, a Facebook lead goes somewhere else, a referral gets a text. Nobody follows up.
Customer history is scattered
The last estimate lives in one tool, the photos in another, the invoice in QuickBooks.

With Servato

Built for the trade
Job-centric, not deal-centric. Every customer has jobs, sites, estimates, invoices, and photos in one record.
Nothing goes cold
Every lead lands in one pipeline with automated follow-up reminders and duplicate detection.
Everything on one screen
Pull up a customer and see every quote, invoice, site photo, and text — since you started working with them.

contractor CRM — FAQ

Is Servato a CRM?
Servato is a field service platform with a contractor CRM built in. CRM is one pillar; the others are AI estimating and field operations. You don't buy them separately.
Can I import my existing customers?
Yes — CSV import for leads, customers, and contacts. We map fields for you and flag duplicates before commit.
Do you integrate with QuickBooks?
Yes — natively. Connect your QuickBooks Online company from Settings and Servato pushes customers, invoices, and payments straight into QBO. No middleware, no CSV exports.

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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