HVAC, plumbing, electrical, and mechanical contractors run dispatch, maintenance agreements, quotes, invoicing, and the tech app on Servato — with AI takeoffs when you bid installs off plans.
Count fixtures, panels, VAV boxes, and equipment from the schedules and symbol legends on PDF plans — an independent AI verification pass flags band-bleed and rotated callouts; linear runs of pipe, duct, or conduit come back as questions, not guesses. AI takeoff — not human reviewed. Verify before you bid.
Drag today's calls onto each tech's column, park the rest in the unassigned tray, send on-my-way texts from your own Twilio number, and watch the board update as visits start and finish. Optimized daily routes on Pro.
Quotes e-signed with a deposit from any device; invoices paid by card through the customer's link, with card on file and autopay for agreements. Stripe reconciles to QuickBooks Online.
Every unit's model, serial, install date, warranty expiry, and service dates — plus every visit, note, and photo — lives on the property record. No more digging through email threads.
Set cadence, billing mode, auto-renew, and a price escalator once; visits and recurring invoices generate themselves and you're reminded before the term ends.
Techs get the day's visits, tasks, notes, and photos in their language and clock in and out from the phone — offline in the basement, synced when signal returns; the office sees everything in English.
Yes — recurring visit series, agreement-linked recurring invoices with card on file, auto-renew, and renewal reminders are built in on every plan.
Through the link on the invoice: Stripe card payment from any device, receipt emailed automatically, funds land in your Stripe account alongside deposits taken on quotes. Payments aren't taken inside the tech app — the tech sends the link, the customer pays on their own phone.
For small service estimates you often won't need AI takeoffs at all. When you bid a bigger install off plans, one $399 Project Unlock covers that plan set end-to-end.
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