HVAC, plumbing, electrical, and mechanical contractors run estimates, dispatch, invoicing, and crew mobile on Servato — with AI takeoffs built in.
Count fixtures, panels, VAV boxes, or linear feet of pipe from PDF plans — reviewer pass catches band-bleed and rotated callouts.
Assign the closest available tech, send ETA texts, and watch the board update as jobs start and finish.
Techs invoice from the truck and take card / ACH before they leave the driveway.
Every service call, part swap, and photo lives on the customer record. No more digging through email threads.
Auto-schedule PM visits, track parts, and invoice quarterly — the contract keeps itself alive.
Techs get job details, forms, and photos in their language; the office sees everything in English.
Yes — recurring visit templates, auto-scheduling, and contract-linked invoicing are built in on Pro and Business plans.
Yes — Stripe card and ACH from the mobile app, receipts emailed automatically, funds land in the same account as office-taken payments.
For small service estimates you often won't need AI takeoffs at all. When you bid a bigger install off plans, one $649 Project Unlock covers that plan set end-to-end.
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