SERV App for Home Services

Welcome to SERV - Get More Jobs Done with SERV!

SERV is your all-in-one CRM solution for streamlining service management, messaging, and customer interactions. Our mobile app is designed to empower mechanical (plumbing & electrical etc), maintenance (pest, cleaning & landscaping) and other residential trades (moving, roofing, painting, etc). We provide essential features for modern small businesses to speed up operations and delight impatient customers. This app is for current subscribers of SERV. If you have questions getting started, reach us at our webpage goserv.com.

Key Features:

1. Manage Customers and Jobs

• Automatically save customer information from your contacts for easy access.
• Collect new client details with a standardized intake form.
• Comprehensive job management including customer contact info, issue descriptions, photos, notes, and job status updates.
• Standard onboarding forms to simplify customer data collection.
• Ensure all customer information is accurately stored with your customer contacts.

2. Free Business Phone Number

• Get a dedicated SERV phone number for your business.
• Port over your existing phone number for seamless transition.
• Enjoy unlimited two-way text messaging with clients.
• Use your SERV number across social media and WhatsApp for a unified inbox.

3. Virtual Assistant & Receptionist

• Automated new customer intake to save you time.
• Ensure new customers receive prompt responses even when you're unavailable.
• Automated route-based scheduling for efficient appointment management.
• Connect your Google or Apple calendar to optimize your daily schedule.
• Propose and edit schedules with full control over appointments.

4. Easy Financial Management

• Low-cost credit card processing fees and a flat ACH fee.
• Generate and send estimates to clients for approval.
• Create professional PDF estimates and invoices.
• Add your logo and custom language to invoices.
• Accept payments via credit card and ACH.

5. Simple Team Access Controls

• Assign roles and permissions to team members (Admin, Manager, Tech).
• Effortless onboarding for your teammates to get started quickly.
• Works seamlessly offline and in areas with poor connectivity, perfect for job sites.

SERV is dedicated to simplifying your service management tasks, from scheduling to client communication and financial transactions. Try SERV today and experience the future of service management at your fingertips!