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Changelog

What’s new in Servgrow

Every release we ship to Servgrow, newest first. We are always building, and everything here is already live in your account.

2026

  1. User roles and permissions

    • Platform
    • Scheduling
    • Messaging
    • Roles and permissions in settings, so a new hire can work the schedule without seeing your invoices, your pricing or your whole customer list
    • View-only roles and your own custom roles, so everyone from a bookkeeper to a crew lead gets exactly the access their job needs
    • Redesigned online booking form, so booking with you feels as modern and easy as the apps your customers already use
    • Quick Schedule shows you what is actually open before you commit to a time, so you stop double booking a crew or leaving a gap in the day
    • Shortened links in texts and emails, so messages stay short and clean, with click tracking so you can see who actually opened what you sent

  2. Multi-day jobs and drive time

    • Scheduling
    • Jobs
    • Multi-day jobs, estimates and events, so work that runs across several days is one record instead of several
    • Billing for recurring jobs, priced either as one fixed amount for the whole run of work or per visit, so a contract bills the way you actually sold it
    • Drive time between stops on the schedule, so the day is built around how long it really takes to get from one job to the next
    • A redesigned date and time picker, now the same everywhere in the app, so picking a time is one habit instead of several
    • Quick Schedule now shows every address on file, the job duration and line item descriptions, so you can book the right property without leaving the calendar
    • PDF preview in the Inbox, so you can read an attachment without downloading it first
    • Edit the service address directly on a job or estimate, so a job booked to the billing address gets fixed in seconds instead of rebuilt

    Mobile app

    • Multi-day jobs, estimates and events in the iOS and Android apps, so the crew sees the whole job on their phone, not just the day in front of them

  3. Quick Schedule and richer visit details

    • Scheduling
    • Invoicing
    • Messaging
    • Quick Schedule: book a job or an estimate in one window right on the calendar, including straight from a template, so a phone call becomes a booked job before you hang up
    • Improved follow-up flow in Custom Campaigns, so leads and past customers keep hearing from you without you having to remember
    • Attachments on 2-way text messages in the Inbox, so photos and documents stay with the conversation
    • Services and materials on the visit page, in the customer portal and on the PDF, so customers can see exactly what was done on every visit
    • Refund option right on the job invoice, so a refund takes a click and stays on the record
    • Resend by email and text in a single action, so a customer who missed it the first time gets it both ways

  4. Deposits on jobs and estimates

    • Payments
    • Estimating
    • Scheduling
    • Calculated deposit amount shown in the creation flow and in the customer portal, so you and your customer both see the exact amount due before anyone commits
    • Require deposit section on job details, so you can see and require a deposit after the job is created
    • Take the deposit at the moment a customer approves an estimate, so the job is funded before it reaches the schedule
    • Schedule UI improvements

  5. Servgrow API and bulk customer actions

    • Customers
    • Platform
    • Servgrow API, so the other tools you run can connect straight to your account without a middleman like Zapier
    • Automatic Residential and Commercial tagging on customers, so you can split your list and your campaigns by customer type without tagging anyone by hand
    • Bulk actions for customers, add a tag or delete in one go, so cleaning up an imported list takes minutes instead of an afternoon
    • Full-day weather forecast, so you can see the rain coming before you send a crew out
    • Sticky header and step indicator on long forms, so you always know where you are and what is left

  6. Recurring job crews and filters

    • Scheduling
    • Jobs
    • Add or remove employees on one recurring job or all of them, so a crew change is one edit instead of fifty
    • Filter for recurring versus one-time work, showing all by default, so you can look at your contract work and your one-off jobs separately
    • Weather forecast in the top bar, one glance away wherever you are in the app

  7. Interface refresh

    • Design
    • Scheduling
    • Refreshed interface across tables, status labels, sidebar, page titles, breadcrumbs and type, so the whole app is easier to read at a glance
    • Edit the recurrence on an event, so changing a standing meeting does not mean deleting it and starting over
    • Take payment on a $0 job, so warranty callbacks and free visits can still be closed out cleanly
    • Upcoming events moved to their own menu item, which gives the schedule more room

  8. Faster search and list filters

    • Platform
    • Customers
    • Faster search across the app, so a customer comes up while they are still on the phone
    • Filters on list views, so you can narrow any list down to the work you actually need to see

  9. Customer financing with Klarna

    • Financing
    • Payments
    • Financing at checkout, powered by Klarna, so your customers can choose to pay over time instead of all at once
    • Interest-free installments, plus longer financing plans for bigger jobs
    • You are paid in full up front while Klarna handles the installments, so offering financing never means waiting on your money or chasing a customer for it
    • A major repair or replacement can become a monthly payment the customer can say yes to today, instead of a job they put off

  10. Deposits

    • Payments
    • Estimating
    • Deposits, so you can collect money up front on a job or the moment a customer approves an estimate, and stop eating the cost of materials and lost time when a job cancels

    Mobile app

    • Deposits in the iOS and Android apps, so they work the same in the field as they do in the office

  11. Job status and payment status split apart

    • Jobs
    • Payments
    • Job status and payment status are now separate, so you can start and run a job that is already paid
    • New Charges record showing exactly what has been paid, so there is never a question about what a customer still owes
    • Create an event straight from the schedule grid, so blocking off time takes one click
    • Save customer details without an email address, so customers who only ever call can still go in the system
    • Cleaner listing tables that are easier to scan

  12. Events part two and a new dashboard

    • Scheduling
    • Design
    • Events list view, recurrence and assignees, so standing meetings and time off are set once and show up for the right people
    • Notifications when a job is rescheduled or started, so nobody is caught out when a job moves or gets going
    • Updated dashboard with a clearer view of the day

    Mobile app

    • Events part two in the iOS and Android apps

  13. Events on mobile

    • Mobile
    • Scheduling

    Mobile app

    • Events, part one, in the iOS and Android apps, so meetings and time off show up on every phone, not just the office calendar

  14. Events

    • Scheduling
    • Events, for everything on the calendar that is not a job: meetings, time off, training and anything else that takes up the day, so nobody gets booked into time that is already spoken for

  15. Notification control per event

    • Messaging
    • Scheduling
    • Check or uncheck notifications on each individual event, so you decide which ones send a message and which stay quiet
    • Display options stay open while you work, so you can change several at once without reopening the menu

  16. Map pin clusters

    • Dispatching
    • Onboarding
    • Pin clusters on the map, so a busy area reads clearly instead of as a pile of overlapping pins
    • Improved sign up flow, so getting started takes less time

  17. Unified date and time formatting

    • Design
    • Messaging
    • One consistent date and time format across the whole app, so a date reads the same on a job, an invoice and a text
    • Notification checkboxes when rescheduling, so you choose whether the customer hears about the change
    • Custom message when an estimate is scheduled, so the confirmation sounds like you

    Mobile app

    • Optional line items on estimates, so customers can choose add-ons right from the estimate your tech builds on site
    • Open the schedule on the day you selected
    • Updated weather display on the dashboard

  18. Color-coded estimates

    • Estimating
    • Scheduling
    • Colors on estimates, so they stand out from jobs on a busy schedule
    • Unscheduled estimates now appear in the schedule, so an estimate waiting for a time does not get forgotten
    • Jump to the day view for a date picked in the sidebar calendar
    • Schedule UI improvements

  19. Campaign audience selection

    • Campaigns
    • Scheduling
    • Invoicing
    • Select or unselect every customer at once when choosing a campaign audience, so sending to your whole list, or everyone but a few, takes seconds
    • Estimates copied to a job now show on the schedule, so approved work never goes missing from the calendar
    • Clearer invoice and estimate numbering, so you and your customers can tell documents apart at a glance

  20. Tipping

    • Payments
    • Turn tipping on or off in invoice settings
    • Customers can add a tip when paying a job or service plan invoice from the customer portal, so customers who love the work can say so in a way that counts
    • Pay service plan invoices from the customer portal, so recurring customers can pay without waiting to be asked

  21. United Kingdom and Australia

    • Platform
    • Servgrow is now available in the United Kingdom and Australia, with local formatting and messaging support

  22. Company timezone setting

    • Platform
    • Scheduling
    • Choose your timezone in company settings, which clears up the timezone edge cases around scheduling and notifications

  23. Surcharge fees

    • Payments
    • Surcharge fees set once for the whole company, so card processing costs are covered instead of coming out of your margin
    • Surcharge fees adjusted on a single invoice, for the jobs where you want to handle it differently

  24. 2-way texting registration

    • Messaging
    • Additional fields for 2-way texting registration, so your business number gets approved by the carriers and your texts get delivered

  25. Custom invoice numbers

    • Invoicing
    • Set your own invoice numbering, so invoices pick up right where your old system left off

2025

  1. Invoice settings

    • Invoicing
    • Invoice settings, so defaults like your due date are set once instead of on every invoice

  2. Profitability reporting

    • Reporting
    • Expenses and profit columns on reports, so you see what you kept, not just what you billed
    • Payment method filter on reports, so you can match each payment type against what actually landed in the bank
    • Profitability calculated on jobs and estimates, so you know whether a job is worth it before you take it
    • Updated payment summary logic

  3. Password reset

    • Platform
    • Reset your own password, without waiting on support

  4. Job and estimate templates

    • Jobs
    • Estimating
    • Templates, so your most common jobs and estimates build themselves instead of being retyped every time

  5. Report filters

    • Reporting
    • Filters on reports, so you can narrow a report down to exactly what you are looking for

  6. Full-screen map and report columns

    • Dispatching
    • Reporting
    • Full-screen map view, so a busy day of dispatching has room to breathe
    • Choose which columns appear on reports, so each report shows only what you care about
    • More industries and interests at sign up, so more trades can tell us exactly what they do

  7. Routing

    • Dispatching
    • Route optimization, so the day is ordered by the shortest sensible run rather than the order the calls came in

  8. Map view for the schedule

    • Dispatching
    • Scheduling
    • Map view on the schedule, showing every job and where your crews are, so you can send the closest crew instead of the next name on the list

  9. The new Schedule

    • Scheduling
    • A rebuilt schedule with drag and drop across days and crews, so rescheduling a job or swapping a crew is a single drag

  10. Expenses

    • Reporting
    • Payments
    • Expense tracking, so materials, fuel and subcontractors land against the job and the number you see is real profit

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