Free to run your whole business. Pay only when you want to grow.
Quotes, scheduling, invoicing, and payments in one place — built to run from a phone between jobs, not from an office chair. Every feature, in all 50 states, from day one.
Free forever. No card. Nothing expires.
Free to run your whole business
Free is the product, not a trial. Customers, quotes, scheduling, invoicing, payments, reports — no card, no expiry, and nothing breaks if you never buy a thing. You pay only when you want to grow.
We never take a cut of your money
No per-invoice fee. No percentage of your revenue. When a customer pays you, the money is yours — card processing is the processor's standard rate, and we add nothing on top.
Your data. Yours forever.
Unlimited access, always — no paywall, no throttle, no catch. Every customer, job, invoice, photo, and note you put in stays fully yours, forever, even if you never pay us a dollar. Plenty of platforms lock your records behind an upgrade. We don't, because it's your business.
The office manager you can't afford to hire — $99 a month.
It knows every customer, every job and every dollar — and it does the work. Say “book the Hendersons for a mow Thursday and send Mrs. Alvarez her invoice,” and it lines both up for your one-tap yes. Nothing touches your money or your customers without your say-so.
- Sees everythingYour schedule, customers, invoices and numbers — in one place, answered in plain English.
- Does the workBooks jobs, sends invoices, sets reminders and records payments. You just approve.
- Never clocks outThere at 6am or 9pm, on a ladder or in the truck.
- Your rulesEvery money move is draft-and-confirm. You're always in control.
Start free, then add it from Billing in one tap. Month to month — cancel anytime.
Once you're crushing it, we take more off your plate.
The platform runs your whole business for free. When the money's coming in and you want to stand out from the other guys, these upgrades level you up — each one month to month, added only when it earns its keep.
Not a dead brochure. Every contact form lands in your CRM as a customer, and every booking request arrives as a draft quote — no lead slips through the cracks.
A polished card with your logo that you share from your phone in a tap. Add team cards and the whole crew looks the part.
A real business number, separate from your cell. Customer calls and texts land in one place, and your personal phone stays personal.
Answers, qualifies, and books customers over text while you're up a ladder or on a roof.
Picks up when you can't — answers questions, quotes, and books the job.
Put your site on your own domain, so customers find your name — not ours.
Nothing here is required. Skip every upgrade and the free platform keeps running your whole business.
Nationwide. Deeper in Florida.
The product does not change state to state. How much of a property it already knows does.
Customers, properties, scheduling, quotes, invoices, payments, timers, GPS arrival tracking, reports, photos, materials, recurring work, and the automation tools. Nothing is region-locked.
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.
You type those three fields in the first time you touch a property. Everything downstream — pricing, margin, recurring visits — works exactly the same.
The first Business Field Intelligence system for service businesses
What you actually run on it
We know the field. Your CRM finally does too.
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.
Build a priced quote on your phone while you're standing on the property, and text it before you pull away.
Drag a job, and the customer gets the new time. Weather moves half your week without wrecking the other half.
Close the job, send the invoice, take the card. No paperwork waiting at the house.
Card, Zelle, cash, check — payments match themselves to invoices so you're not hunting for what got paid.
Automatic texts before every visit, and a nudge when an invoice ages past due.
Job costing and margin per service, so the next quote is priced on what the work actually cost you.
The CRM is free. The add-ons are the next level.
Everything you need to run the business costs $0 — no caps, no trial clock. What you can buy is capability: each add-on is its own month-to-month subscription. Stack what you need, cancel what you don't. No setup fee, no annual contract, no per-invoice cut of your money.
Includes 1 user and one business location — extra seats $5/mo each. Removing our branding from your invoices and quotes is free.
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.
SH batch tracking, before/after photo capture, weather-triggered rescheduling, surface-based quoting with dry-time between visits.
See the pressure washing workflowTreatable-area calculator, recurring cut schedules, per-visit chemical logging, seasonal route balancing.
Chemical batch + applicator records, WDO handling, recurring service intervals, compliance-ready visit history.
Equipment records per property, multi-visit jobs, parts and materials on the invoice, service-agreement scheduling.
Per-vehicle records, package pricing, mobile route optimisation, before/after photo sets.
* Exact heated square footage, lot size, and year built 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 goesNext: specialists, one per lane
The AI Office Manager is working today. Next come role-shaped specialists it can hand work to, each owning 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.
Categorises expenses, reconciles payments against invoices, and flags the jobs quietly losing money before the season ends.
First up
Chases the quotes that went quiet, drafts the follow-up, and tells you which leads are worth a phone call today.
First up
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
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
Cleans up duplicate customers, keeps your imports and syncs honest, and tells you when an integration has quietly stopped working.
After the first two
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.
Straight answers
Ask us anything about ServSmart
Type a real question — pricing, phone numbers, a feature, whether it fits your trade — and get a straight answer from ServSmart's actual feature set.
Answers come from ServSmart's real feature set — when we don't know, we say so. Questions are recorded anonymously so we can improve these answers.
Run the next job on it
Sign up free and have your first quote out today.
Free forever. No card. Nothing expires.