Run your HVAC shop from one workspace.

Win the work without losing the lead — or the job.

• Lead capture — Public booking forms, web leads, and follow-up reminders that never drop.
• Pipeline & deals — Drag-and-drop stages tuned per industry so your sales motion fits.
• Contacts & properties — One record per customer with every job, photo, and invoice attached.
• AI first-touch reply — A warm first response to every new lead, drafted from what they asked for — by text or email, in their language — you edit and send.
• Smart follow-ups — AI reads your open leads and overdue invoices and drafts the nudge — one tap to send.
• Two-way SMS & email hub — One thread per client — texts and emails in the same timeline, replies land back on the record.
• Estimates & proposals — Branded PDFs, line items from your materials catalog, e-sign in the portal.
• Change orders — Scope changes captured, signed, and rolled into the invoice automatically.
• Client portal — Customers approve quotes, view jobs, and pay invoices from any device.
• Online booking pages — Give every service a public booking link — customers pick a time, you get the lead on the pipeline.
• Metric & imperial units — Estimates and invoices show feet or meters, per user — no manual conversion.
• Message templates — Reusable texts and emails with fill-in variables — quote sent, on our way, invoice due.
• Email open tracking — See when the customer opened the estimate or invoice email — no more guessing whether it landed.
• Automatic review requests — A review ask goes out automatically once the invoice is paid in full — with your Google link built in.
• Branded review page — Customers rate you on a Servato page first — happy ones get routed to Google, unhappy ones to you.
• Refer & earn — Share your link with another contractor — once they pay their first invoice and keep their plan 30 days, you each get a credit worth one month of your base plan. Up to 12 a year.
• Lead quick view — Open any lead in a side panel — history, notes, next step — without leaving the pipeline.
• Quick create — Add a contact, lead, or deal in seconds from anywhere in the app — details can wait.
• Address autocomplete — Type a few characters, pick the address — geocoded for routing, the map, and job-site weather.
• Scan a card or a quote — Photograph a business card or a competitor's quote and the fields fill themselves.
• Property map view — Every customer property on one map — spot clusters, plan routes, see who's nearby.
• Saved views & custom columns — Filter and sort any table your way, save it, and it's there tomorrow.
• Global search & shortcuts — Press ⌘K to jump to any customer, job, invoice, or page — keyboard shortcuts for the office crowd.
• Warranty tracking — Equipment warranty terms live on the job; the portal takes warranty requests so nothing gets lost in texts.
• Industry-tuned workspace — Vocabulary, pipeline stages, checklists, and navigation set for your trade the day you sign up.

Know your margin on every job — costs, logs, punch lists, and client updates in one record.

• Job costing & margin — Budget plus approved change orders against actual labor and materials — margin % on every job, live.
• Projects with tasks — Break a job into tasks with owners and due dates — crews check them off from the field app.
• Daily logs with AI polish — Crew types the rough notes and photos; AI turns them into a clean daily report you can send.
• Punch lists — Board per job plus a dashboard widget — every open item, who owns it, photo proof when it's closed.
• Time tracking — Clock in/out with GPS, shift summaries, payroll-ready exports — hours feed job costing automatically.
• Per-project rate overrides — Prevailing-wage or negotiated rates on one job without touching your default pricebook.
• Sub rates & payments log — Each subcontractor's rates and every payment you've made them, on the job and on their record.
• Weekly client updates — A progress update drafted from the job's real activity — what got done, any delays explained honestly, what's next. You review it, then send — so clients stop calling to ask.
• Progress photos in the portal — Clients see the day's photos without asking — fewer check-in calls, fewer disputes.
• Client change requests — Customers request changes from the portal; you turn them into a signed change order in two clicks.
• Sub share links — Send a sub one link to their visits, punch items, and documents — no login, no app to install.
• Team chat — Office and crew chat inside Servato — per job or company-wide — so decisions stay next to the work.
• Notes — Company-wide notes with search — SOPs, vendor contacts, gate codes — findable by whoever needs them.
• Owner dashboard widgets — COI at risk, low stock, open punch items, cash coming in — one screen every morning.

Get crews where they need to be, with what they need.

• Calendar & scheduling — Drag jobs to crews, see conflicts instantly, sync to Google Calendar.
• Dispatch board — Live map of every crew, every job, every truck — in one view.
• Route optimization — Order today's stops the smart way and shave windshield time.
• Recurring visit series — Quarterly PM visits, seasonal tune-ups, filter changes — generate the whole series and adjust one visit without breaking the rest.
• Dispatcher, estimator & office queues — Each role opens a queue of exactly what needs them today — unassigned visits, estimates to price, invoices to send.
• Mobile-first field app — Crews update jobs, log time, and capture signatures from any phone.
• Job checklists — Per-trade templates so the work gets done the right way every time.
• Photos with GPS — Before/after evidence stamped with location — protects you and the customer.
• Voice-to-action — Record a walkthrough on your phone; AI transcribes it and drafts tasks, notes, follow-ups, and estimate lines for you to approve.
• ICS calendar feed — Subscribe from Outlook, Apple Calendar, or anything that speaks iCal — read-only, always fresh.
• Text message alerts — Customers get a text when the estimate's ready, the crew's en route, and the payment clears — no extra Twilio bill.
• Client visit confirmation — Customers confirm or reschedule from a link in the text — no phone tag the day before.
• Running-late texts — One tap from the truck sends the customer a new ETA — before they call the office.
• Field job notes — Gate codes, dog's name, where the shutoff is — notes pinned to the job that the next crew actually sees.
• Push notifications — New assignments, approvals, and payment alerts hit your phone as native push — no email lag.
• Weather-aware scheduling — Tomorrow's visits flag rain risk before you dispatch — reschedule outdoor work without surprise washouts.
• Technicians, subs & COI — Track subcontracted technicians, their trades, and insurance certificates — get warned before a COI lapses on an active job.
• Low-stock alerts — Set reorder points on your materials catalog and get pinged before the truck runs out mid-job.

Bid, bill, and get paid without juggling apps.

• Invoices & receipts — Generate from estimates, send by email, track every open balance.
• Stripe-native payments — Card payments built in through Stripe — clients pay from the estimate or invoice link, no separate processor to manage.
• Milestone & progress billing — Split an invoice into milestones — by phase or percent complete — and track each one from pending to ready to billed.
• T&M / cost-plus reconciliation — Pull unbilled hours and materials straight into the invoice — nothing you did goes unbilled.
• Deposits — Require a deposit (percent or fixed) when an estimate is accepted — the customer pays it in the portal and it shows as paid on the job.
• Card-on-file & autopay — Customers save a card once; recurring invoices and balances charge automatically with a receipt.
• Service agreements & recurring billing — Maintenance plans and contracts that renew automatically, remind you before term end, and bill on schedule.
• Late fees & reminders — Automatic dunning so overdue invoices don't quietly age out.
• Public sign links — Estimates and change orders get a signing link that works in any browser — no account needed, signature and timestamp on the audit trail.
• Full pricebook — Separate rate books for labor, equipment, and subs — AI estimate drafts price from your numbers, not ours.
• Customer pricing tiers — Contractor, property-manager, and retail rates in one pricebook — the estimate picks the right tier from the customer.
• Pricebook version pinning — An estimate keeps the prices it was written with, even after you raise rates — no surprise re-quotes.
• Estimate defaults — Default markup, tax, terms, and validity set once for the company — every new estimate starts right.
• Unit-consistency check — Estimates and invoices flag a line priced per foot but quantified in square feet before the customer sees it.
• Client-facing Spanish — Portal, estimates, invoices, and texts go out in the customer's language — set per contact.
• Materials catalog — Reusable line items with costs and markups so estimates stay consistent.
• QuickBooks sync — Two-way QuickBooks Online sync — push customers, invoices, and payments over, and pull QuickBooks payments and customer edits back. No double entry in either direction.
• Payment timeline — Every invoice shows sent, viewed, reminded, partial, paid — the story of the money in one strip.
• Verified vs. unverified invoices — Filter to invoices a teammate has signed off on vs. ones nobody has checked yet — review before anything goes out.
• Reminder audit trail — Who paused reminders on which invoice, and when — no more “I thought you sent it”.
• Payouts & fee reconciliation — See every Stripe payout, which invoices it covered, and the fees taken — matches your bank to the cent.
• Payments CSV export — Every payment with method, fee, and invoice reference — drop it into your bookkeeper's spreadsheet.
• Auto sales tax — Jurisdictions resolved from the job address and pushed to Stripe — no manual rate lookups.
• Year-end tax report — One export with revenue, sales tax collected, and payments by month — what your CPA actually asks for.
• Reports & insights — Revenue, win rates, crew utilization — the numbers your accountant asks for.
• Owner daily & weekly digest — Cash in, jobs closed, what's stuck — delivered by email at the frequency you choose.

Hours of busywork done in minutes — built into the surfaces you already use.

• Servato AI assistant — Ask your workspace anything — 'what's overdue?', 'draft this estimate' — and it acts across your data.
• AI customer service — Billing, refunds, and account issues resolved in chat, with approval-gated actions that keep you in control.
• AI review replies — Draft on-brand responses to every Google review in one click.
• Project summaries — AI catches you up on a job's history in a paragraph, not a scroll.
• Full bilingual UI — Every screen, email, and PDF works in English and Spanish — not a Google translate bolt-on.
• AI estimate drafts — Turn rough notes, voice memos, or photos into a ready-to-send estimate.
• Autopilot with proof of work — Turn on the automations you want — reminders, review asks, follow-ups — and get a weekly briefing of what ran, with links.
• “Need a hand?” detection — When someone stalls on a screen, Servato notices and offers the right help — before they give up.

Enterprise-grade controls, small-business simplicity.

• Roles & permissions — Owner, office, lead, crew — see only what you should, change only what you can.
• Two-factor authentication — Optional authenticator-app 2FA for any user — a 6-digit code at sign-in, enabled or disabled in Settings.
• Audit log — Every important action traceable to a person and a timestamp.
• Nightly backups — Nightly backups to a private, encrypted-at-rest bucket, with point-in-time restore from Settings — your data is never one bad click away from gone.
• Custom roles — Build a role with exactly the permissions a bookkeeper, foreman, or sales rep needs.
• Permission simulator — Pick a role, pick a screen, see what they'd see — test a permission change before you make it.
• Access requests — Staff ask for a permission from the locked screen; the owner approves or declines from an inbox.
• Invite links & bulk roles — One link onboards a whole crew; import roles from a spreadsheet for bigger teams.
• Active sessions & login activity — See every signed-in device and recent logins; sign out a lost phone remotely.
• Transfer ownership — Selling or handing off the business? Move the workspace to a new owner without a support ticket.
• Multiple businesses — Run more than one company from one login — separate data, separate books, one switcher.
• Notification matrix — Per event, per channel — decide what pings your phone, what emails you, and what stays quiet.
• Integration health — QuickBooks, Stripe, calendar, CompanyCam — each shows connected or broken, and you can request the next one.
• SMS usage transparency — Texts sent this month against what's included — you see an overage coming before it bills.
• Adoption analytics — Which shipped features your team actually discovers and tries, over the last 30 days — so you know what to train on.
• Go-live checklist — A status card tells you what's still missing before you're ready to run the business on Servato.
• Point-in-time restore — Nightly backups to a private bucket, and org admins can restore to a point in time from Settings → Backups.
• Public status page — Uptime and incidents in the open — if something breaks, you see it where we see it.
• Installable PWA — Add to home screen on iOS, Android, or desktop — no app store, no waiting.
• Offline-tolerant — Crews keep logging time and photos in dead zones; everything syncs when signal returns.
• API access & webhooks — Business plan ships an API key and rate-limited REST gateway — pipe Servato into your accounting, BI, or custom tools.
• MCP server — Point Claude, Cursor, or any MCP-aware tool at Servato and let it query your workspace directly.
• Sample data & what's new — Explore with realistic sample data, then wipe it in one click; a what's-new feed shows each release.

Bring your data, connect your tools, and know exactly what you're paying before you start.

• CompanyCam sync — Link a job once and the photos your crew takes in CompanyCam land on that Servato project automatically.
• Google Calendar sync — Visits and appointments show up on Google Calendar — and edits there flow back.
• Free migration — CSV importers for contacts, jobs, and history from QuickBooks, Jobber, ServiceTitan, Housecall Pro, and more — on Pro and above we do it for you.
• Free document templates — Invoice, estimate, proposal, change order, lien waiver, punch list, daily report, and more — use them free, no account required.
• Published prices, no demo wall — Every plan and its price is on the site; sign up yourself in two minutes — no sales call unless you want one.
• 30-day trial, cancel anytime — No card to start, month-to-month after — drop a tier in a slow season without a conversation.
• First-paid-takeoff guarantee — Every plan is free for 30 days, cancel anytime — no card required.
• Compare & ROI page — Side-by-side vendor tables, a feature matrix, and a calculator that shows hours and dollars saved.
• Public roadmap & changelog — See what shipped this week and what's next — and vote on what you need.
• Bilingual trade glossary — Every trade term the product uses, English and Spanish, in the help center — so the office and the crew use the same words.