Everything connects. Nothing gets re-typed.
Servato plugs into the tools you already use — accounting, photos, calendar, payments, messaging, and your own systems through the REST API, outbound webhooks and MCP — so your data flows without double entry.
QuickBooks
Two-way sync with QuickBooks Online: invoices, payments, and customers flow over, and QuickBooks-side payments and customer edits flow back — no re-keying in either direction.
CompanyCam
Two-way photo sync: job-site photos taken in CompanyCam show up on the right Servato project automatically — and vice versa.
Stripe payments
Take deposits, card-on-file, autopay, and portal payments powered by Stripe. Money lands in your account with a simple 1% platform fee.
Two-way SMS & email
Text and email clients from inside Servato — estimate follow-ups, visit reminders, and replies all land in one conversation thread.
Client portal
Clients view estimates, sign, pay, and track their project in a branded portal — no logins for them to forget, no apps to install.
Guided data importers
Bring customers, price books, jobs, and even drawings/takeoffs over from your old software with step-by-step importers built for switching.
Google Calendar
Two-way sync: visits and appointments show up on your Google Calendar, and reschedules or deletes made there flow back onto the job.
REST API, webhooks & MCP
A versioned REST API (workspace API keys, 600 requests/min) to read contacts, leads, projects, estimates, invoices, payments and visits and to create or update contacts and leads; outbound webhooks for every key event; and an MCP server so your own tools and AI assistants can query your workspace (Business plan).
Integration health & requests
One card shows whether each connection is healthy, when it last synced, and what to do if it isn't — and if we don't connect to something you use yet, request it from inside Settings.
Request an integration
Don't see your tool? Tell us — requests go straight to the founder and we prioritize by demand.
Switching? Guided importers bring your data over.
Drop in the CSV exports from your old tool and AI maps the columns. Or email the file to onboarding@servato.app: the automated migration concierge stages it in your workspace, proposes the column mapping, and replies in your language — you review and confirm before anything is written. Every plan.