What’s new in Servgrow

Try the AI receptionist as a customer before it answers a real one. Run practice chats and calls, and when it is not sure of an answer, teach it the right one in a click.

Point the AI receptionist at your website and it learns your services, service area, hours and policies. Review what it learned, fix anything that is off and add what it missed.

See exactly what happens when a customer calls, from the phones that ring to what the caller gets when nobody answers, with call activity, recordings and voicemail in one place.

Approve and lock timesheets so the hours cannot change after you have checked them, and see the edit history of every entry. Payroll runs on hours everyone agreed on.

Set sent estimates to expire after the number of days you choose. Customers get a real deadline to decide by, and old quotes stop sitting open forever.

When a campaign and a built-in notification would send the same news, Servgrow warns you and lets you switch the built-in message off, so customers hear from you once.

Start a campaign when a deposit is paid or an invoice is partly paid, so thank-yous and next steps go out the moment money comes in.

Rename, hide or make optional every field on your booking form, so you ask customers exactly what your business needs, in your own words.

See a customer’s upcoming recurring jobs right on their profile, and customers see them in the customer portal too, so everyone knows when the next visit is.

Save each employee’s birthday and get a reminder on the calendar, so nobody’s big day slips by.

See everyone who has opted out of your texts in one list, and Servgrow stops texts to those numbers on its own, so every opt-out is respected without anyone tracking it.

Servgrow skips texts to landlines and numbers that cannot receive them, so you stop spending text credits on messages nobody will read.

The main menu scrolls when it does not fit on your screen, so every section stays one click away, even on a small laptop.

Attach tags to the services and materials in your price book, and customers are tagged automatically when they buy them. Your customer list sorts itself for follow-up campaigns, with no manual tagging.

Each campaign now opens with its performance at the top, so you see what your follow-ups are bringing in the moment you click in.

Pick your business phone number in Call Center right away, even before your 2-Way Text registration is approved, so the number is yours and ready the moment approval comes through.

The Emails and Texts tabs in a campaign open faster, so reviewing and editing a long follow-up sequence is quick.

AI suggests industries as you set up your account, so finding the one that fits your trade takes a second.

Optimize a separate route for every employee and crew, on the web and in the mobile app. Each crew drives the shortest path through its own stops, and the whole team stays in sync as the day changes.

Pick your industry, choose a few settings, and AI fills your price book with services and suggested pricing. A new account goes from an empty catalog to ready to quote in minutes, and a pricing scale on the review step makes it quick to adjust your rates before you save.

Copy a link to any estimate and send it however you like, by text, email or a message app. Customers open it in one tap, so the estimate gets seen and approved sooner.

Format your estimate and invoice notes with rich text, and save a note as your default so it fills in automatically. Every document goes out looking polished and consistent, without retyping your terms each time.

Change a discount right on the job after you have added it, so the price always matches what you agreed with the customer, with no deleting and starting over.

Start a campaign on a customer’s birthday, when an invoice comes due, or when a customer has gone quiet. Birthday wishes build loyalty, due date reminders bring payments in on time, and win-back messages fill your schedule with past customers, all without anyone on the team lifting a finger.

Save each customer’s birthday on their profile, so the personal touches that keep customers loyal are easy to remember and easy to automate.

Call Center now has its own place in the main navigation, so your calls, forwarding and AI receptionist are always one click away.

Do not see your trade in the list? Add your own when you sign up, with suggested industries to help you pick, so your account starts out set up for the work you actually do.

Entering a two-factor sign-in code on your phone is smoother, so getting into the app in the field takes a few seconds.

Start a campaign when an invoice is sent, a payment comes in, or a job is scheduled, rescheduled, canceled or finished. Thank-yous, review requests and rebooking offers go out at the right moment on their own.

Send job notifications to more than one contact at a property, so a property manager and the tenant who lets you in both know when you are coming, and fewer visits end at a locked door.

Set up your schedule the way your business works and pick your own colors for jobs, estimates, events and visits. Your team reads the calendar at a glance and knows exactly what each card is.

The iOS and Android apps get Dark Mode, the customer activity log and call forwarding, so the crew in the field has the same tools as the office.

Start a campaign the moment an estimate is approved or declined, a new customer is added, or a booking request comes in. The right follow-up goes out at exactly the right time, a thank-you after a yes or a second chance after a no, without anyone on the team having to remember to send it.

Set up your campaign messages with AI help, so every step of a follow-up reads polished and on brand, and a new campaign goes from idea to ready in minutes instead of an afternoon.

Add images to the emails you send, from before and after photos to a seasonal offer, so your emails look as professional as your work and stand out in a crowded inbox.

Prices now follow your permissions, so the crew gets every job detail they need without seeing what you charge, and your pricing stays with the people who should have it.

Events have their own section in permissions, so you decide who can manage meetings, time off and other blocked time, and the team calendar stays accurate.

The pricing permissions you set carry through to the iOS and Android apps, so what someone sees on their phone matches what they see on the web.

Fields on mobile forms and sheets now stay in view while you type, so filling something out in the field never means typing blind.

If a sign-in does not go through, the message now says what to do next, so your team gets back into the app without calling for help.

The On My Way text now includes an arrival estimate based on the real drive time to the customer’s door, so they know when to expect you and fewer of them call to ask where you are.

Add a source question to your booking form, filled with the lead sources you already track. Every online booking tells you which marketing brought that customer in, so you know exactly where your ad money is working.

Tidier sizing and spacing, so the form sits neatly on your website and feels effortless for customers to fill in.

Filter your job, estimate and invoice lists right from your phone, the same way you do on the web, so the crew finds the right one in seconds.

The roles and permissions you set in Settings carry through to the iOS and Android apps, so each person gets the same access on their phone that they have on the web.

Techs send the drive-time arrival estimate straight from their phone as they head out, with no extra steps.

The app lets your team know when a new version is available, so everyone in the field is working with the latest features.

Your booking form now looks as modern and polished as the apps your customers use every day. That matters most at the exact moment someone is deciding who to hire, and a form that feels easy and professional makes you the easy choice.

See who is actually free before you commit to a time. No more double booking a crew, and no more discovering a gap in the day after the customer has already hung up.

One consistent, faster way to pick a date and time everywhere in the app. Booking and rescheduling take fewer clicks, and nobody has to relearn how it works from one screen to the next.

Book the right property, the right length of visit and the right work without ever leaving the calendar, even for customers with more than one address on file.

Read a PDF right inside the conversation without downloading it first, so you can answer the customer while you are still in the thread.

Fix a job or estimate booked to the wrong address in seconds instead of deleting it and starting over, so the crew always pulls up to the right house.

The crew sees the whole multi-day job on their phone, not just the day in front of them, so everyone in the field knows what tomorrow looks like before they leave today.

Leads and past customers keep hearing from you on schedule without anyone having to remember to reach out, so good opportunities stop quietly going cold.

Send and receive photos and documents inside the text conversation, so the picture of the problem and the paperwork stay with the customer instead of on somebody’s personal phone.

Each visit shows exactly what was done and what was used, on the visit page, in the customer portal and on the PDF. Customers see the value of every visit, and questions about what they are paying for get answered before they are asked.

Issue a refund in a click, right from the job’s invoice, and keep it on the record. Fixing a billing problem takes seconds and your books stay accurate.

A customer who missed a message gets it both ways in a single action, so it lands wherever they are actually looking.

You and your customer both see the exact dollar amount due while the job is being created and in the customer portal, so there is no confusion and no surprise at payment time.

Add or require a deposit after a job is already created, so you can protect a booking even when the deposit decision comes later.

The customer pays the deposit in the same step they approve the estimate, so the job is funded before it ever reaches your schedule.

A tidier, easier-to-read schedule, so you can take in the whole day at a glance.

Customers are tagged as residential or commercial automatically, so you can split your list and your campaigns by customer type without tagging anyone by hand.

See the weather for the whole day, so you can move outdoor work before the rain arrives instead of after the crew is already on site.

Always see where you are and what is left while working through a longer form, so creating a job or estimate never feels like guesswork.

Add or remove a team member on a single visit or across the whole series in one edit, so a staffing change never means updating dozens of jobs one at a time.

View your contract work and your one-off jobs separately, so you can see at a glance how much of your business is recurring revenue.

Cleaner tables, clearer status labels, a new sidebar, page titles and breadcrumbs, and easier-to-read type everywhere. You find what you need faster and spend less of the day squinting at the screen.

Change a standing meeting or recurring block of time without deleting it and building it again from scratch.

Warranty callbacks and free visits get closed out the same clean way as every other job, so your records stay complete.

Upcoming events have a home of their own, which gives the schedule more room for the work itself.

Results come up quickly across the app, so you can find a customer while they are still on the phone instead of asking them to hold.

Narrow any list down to exactly the work you need to see, instead of scrolling past everything else to find it.

Take and track deposits in the field exactly the way you do in the office, so the crew can secure the job on the spot.

A job can be in progress and already paid at the same time. Prepaid work starts on schedule, and your job list shows what is really happening in the field, not just who owes money.

Block off time with a single click on the calendar, without leaving the schedule to do it.

Customers who only ever call can still go in the system, so your whole customer base lives in one place.

Easier-to-scan tables, so you spot what you are looking for faster.

Set standing meetings and time off once, assign them to the right people and see them all in one list, so the calendar reflects everyone’s real availability.

You hear about it the moment a job moves or gets underway, so nobody is caught out or working from yesterday’s plan.

A clearer view of the day the moment you log in, so you know what needs your attention first.

The crew’s phones keep pace with the office calendar, so everyone in the field works from the same day.

Meetings, time off and training show up on every phone, not just the office calendar, so crews see the same blocked-off time you do.

Decide which appointments send the customer a message and which stay quiet, one at a time, so customers only hear from you when it matters to them.

Change several schedule display settings in one go, without the menu closing on you after every click.

A busy neighborhood reads clearly instead of as a pile of overlapping pins, so you can see where the work is concentrated and dispatch around it.

Getting set up on Servgrow takes less time, so new teams are running their business in it sooner.

A date reads the same on a job, an invoice and a text message, so nobody misreads when an appointment actually is.

Decide whether the customer hears about a schedule change, so small internal shuffles do not fill their inbox.

The confirmation a customer receives when their estimate is booked sounds like your business, not like software.

Techs can build estimates with optional add-ons right on site, so customers can choose upgrades while you are standing in front of them.

Tap a day and land right on it, without scrolling to find it.

An easier-to-read forecast on the dashboard before the crew heads out for the day.

Estimates stand out from jobs on a busy schedule, so you can see at a glance which visits are sales opportunities.

An estimate still waiting for a time sits right on the schedule, where it gets booked, instead of being forgotten in a list.

Pick a date in the sidebar calendar and go directly to that day’s view.

A schedule that is easier to read and easier to work in all day long.

Send a campaign to your whole list, or to everyone but a few, in seconds instead of clicking through customers one by one.

When an estimate is copied to a job it appears on the calendar automatically, so work you have already sold never goes missing from the schedule.

You and your customers can tell documents apart at a glance, which makes a question about a specific invoice quick to answer.

Recurring customers can pay their service plan invoices themselves, whenever it suits them, without waiting to be asked.

Choose your timezone once in company settings, so appointment times, reminders and notifications always line up with the hours you actually work.

Registration now collects everything the carriers require, so your business number gets approved and your texts actually get delivered.

Invoices pick up right where your old system left off, so your numbering stays continuous and your books stay clean when you switch to Servgrow.

Reports show what you kept, not just what you billed, so the numbers you plan around reflect your real business.

Match each payment type against what actually landed in the bank, which makes reconciling the month far quicker.

A clearer picture of what has been paid on every job.

Narrow any report down to exactly what you are looking for, so the answer is on screen instead of buried in everything else.

Give a busy day of dispatching the whole screen, so every stop and every crew is easy to see.

Each report shows only the columns you care about, without the clutter.

More trades can tell us exactly what they do when they sign up, so more businesses see their own work reflected from the first screen.