Built for service operators nationwide.Deeper in Florida, where property data fills itself in.See coverage in your state

The first Business Field Intelligence system for service businesses

ServSmart — The CRM built for service operators nationwide

We know the field. Your CRM finally does too.

Free forever for solo operators. Created by a multi-service business owner who got tired of using 4 different softwares and still not feeling like it made sense.

Quotes, scheduling, invoicing, and payments in one place — designed to be run from a phone between jobs, not from an office chair. Every feature, in all 50 states, from day one.

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No card required to start.

Built onStripe,Twilio,Supabase

Nationwide. Deeper in Florida.

The product does not change state to state. How much of a property it already knows does.

Everywhere, today

Customers, properties, scheduling, quotes, invoices, payments, timers, GPS arrival tracking, reports, photos, materials, recurring work, and the automation tools. Nothing is region-locked.

In Florida, prefilled

Add a property and we pull heated square footage, lot size, and year built straight from the statewide parcel record, so a quote starts from real numbers.

Everywhere else, once

You type those three fields in the first time you touch a property. Everything downstream — pricing, margin, recurring visits — works exactly the same.

Enter a ZIP and see exactly what fills in automatically there today.

Founding Operator
The first 50 operators lock 50% off their tier — forever.

Add-ons and usage stay full price for everyone — the lock is on your subscription tier.

See the Founding 50 offer

What you actually run on it

The whole job, end to end. Not a calendar with add-ons bolted on.

BFI: intelligence about where the work actually happens — the property, the route, the crew, the weather that moved your Tuesday.

Quote from the driveway

Build a priced quote on your phone while you're standing on the property, and text it before you pull away.

A schedule that survives rain

Drag a job, and the customer gets the new time. Weather moves half your week without wrecking the other half.

Invoice the second you finish

Close the job, send the invoice, take the card. No paperwork waiting at the house.

Money that reconciles itself

Card, Zelle, cash, check — payments match themselves to invoices so you're not hunting for what got paid.

Reminders that stop no-shows

Automatic texts before every visit, and a nudge when an invoice ages past due.

Numbers you can price against

Job costing and margin per service, so the next quote is priced on what the work actually cost you.

Start free. Upgrade when the business outgrows you.

Four plans, one product. No setup fee, no annual contract, no per-invoice cut of your money.

Free
Get Organized
$0
Free forever
Pro
Get Booked
$79/mo
Founding: $39.50/mo
Growth
Get Automated
$179/mo
Founding: $89.50/mo
Empire
Get Multiplied
$349/mo
Founding: $174.50/mo

Built for the trades

The full CRM runs for every trade below today — quoting, scheduling, invoicing, payments, timers, photos, materials. What differs is how much trade-specific tooling sits on top.

Pressure washing

SH batch tracking, before/after photo capture, weather-triggered rescheduling, surface-based quoting with dry-time between visits.

See the pressure washing workflow
Lawn care

Treatable-area calculator, recurring cut schedules, per-visit chemical logging, seasonal route balancing.

Pest control

Chemical batch + applicator records, WDO handling, recurring service intervals, compliance-ready visit history.

HVAC

Equipment records per property, multi-visit jobs, parts and materials on the invoice, service-agreement scheduling.

Auto detailing

Per-vehicle records, package pricing, mobile route optimisation, before/after photo sets.

* Roof age, exact heated square footage and lot size auto-fill in Florida today. Everywhere else you enter them once — see the coverage map.

Thirty-five trades in total, from gutters and roofing to locksmiths and chimney sweeps.

See every trade and how deep support goes
Coming soon

Six back-office agents, one per lane

Agent Studio is a set of role-shaped assistants that each own one part of the business. They draft, you approve — none of them widen their own remit, and none of them act on your money or your customers without you.

CFOBooks and money

Categorises expenses, reconciles payments against invoices, and flags the jobs quietly losing money before the season ends.

First — September 2026

CSOSales and follow-up

Chases the quotes that went quiet, drafts the follow-up, and tells you which leads are worth a phone call today.

First — September 2026

CMOMarketing and reviews

Keeps review requests going out at the right moment, watches your local listing, and drafts the seasonal offer you keep meaning to send.

After the first two

COOSchedule and routes

Rebalances a week the weather broke, spots the gaps that cost you a stop, and keeps crews on routes that make sense.

After the first two

CTOData and integrations

Cleans up duplicate customers, keeps your imports and syncs honest, and tells you when an integration has quietly stopped working.

After the first two

CPOCustomers and retention

Notices the recurring customer who has not booked in a while, and drafts the message that brings them back before they hire someone else.

After the first two

Each role ships in three levels: L1 drafts and hands you the work, L2 acts inside limits you set, L3 runs the lane and reports back. A role never promotes itself — you move it up when it has earned it.

Your number. Your data. Your business.

Most platforms make leaving expensive. We priced that out of the product instead.

Export everything, free, on every plan

Customers, jobs, invoices, photos, conversations. One click, any plan, including Free.

Your phone number stays yours

Bring your own or use ours — either way you can port it out to any carrier, whenever you want.

Cancel with a real off-ramp

Thirty days of read-only access after you cancel, so nothing is held hostage while you move.

Straight answers

Can I use this outside Florida?
Yes — everything works in all 50 states today. The only thing that differs is automatic property data: in Florida we pull heated square footage, lot size, and year built from the statewide parcel record; everywhere else you enter those three once. The coverage tracker shows when your state gets the automatic version.
Is Free actually free, or a trial that expires?
Free is a plan, not a trial. No card, no expiry, unlimited customers and jobs. If you never upgrade, nothing breaks and nothing gets deleted.
What happens if I cancel a paid plan?
You drop to Free. You are not locked out and nothing is deleted — your customers, jobs, invoices, photos and history stay exactly where they are, and you keep working on the Free plan. The paid features simply stop. You can also export everything, on any plan, any time.
Can I keep a card on file without a paid plan?
Yes. A Free account can save a card to buy add-ons and automation credits as one-offs, or to make upgrading later a single tap. Saving a card does not start a subscription and does not charge you anything on its own.
What does the Founding Operator lock actually cover?
The first 50 paid operators pay half their subscription tier for the life of the account — Pro at $39.50 instead of $79. Add-ons and usage stay full price for everyone, and we say so up front rather than in the fine print.
Can I move my data in from QuickBooks or a spreadsheet?
Yes. Sync QuickBooks, upload a CSV or Excel file, or forward past invoices to import@servsmart.app and they get read and entered for you.
Who is behind this?
Operators, not observers. Most field-service software is designed by people who have never quoted a job in a driveway, never chased a $5 invoice, never had a customer stand next to them while they did the math, and never had to move a full week because it rained on Tuesday. That gap is why so much of this category looks fine in a sales demo and fights you at 7am. We run a multi-service business on this software before anyone else does — every feature ships against a real route, real crews and real invoices, and anything that does not survive that never reaches you.

Run the next job on it

Sign up free and have your first quote out today. Or book thirty minutes and we'll walk your workflow before you touch anything.

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