Installation Services Software
Installation Services software that runs the whole job
Servgrow is simple installation services business software that handles the whole thing: online requests, estimates, scheduling, dispatch, customer updates, invoicing and getting paid, all from one place. Then custom automated workflow campaigns text and email past customers when they are due again, so the schedule keeps filling itself.
Installation Services software that runs the whole job
Everything your installation services business needs sits in one place: estimates with options for the upsell, scheduling and dispatch for one-off and recurring work, job photos, invoicing, payments and a customer portal that keeps people in the loop. When it is time for the next visit, a custom automated workflow campaign brings them back for you.
The work
Built around the jobs you actually sell
- Appliance delivery and installation
- Fixture and hardware installation
- Home theater and TV mounting
- Smart home device setup
- Retail white-glove delivery
- Assembly and setup services
- Removal and haul-away of old units
- Warranty and manufacturer installs
Installation Services: what the day actually looks like
Route-based, driven by delivery windows somebody else set. Most jobs are quick; the ones that are not are the ones where the site was not what the order said, and that discovery happens with the customer standing there.
Where it goes wrong
You are usually working for a retailer or manufacturer as well as the homeowner, which means two sets of paperwork and two definitions of a completed job. Photo proof and a signature on site settle both.
Every one of those is a Servgrow feature rather than a discipline problem. Keep reading, or start a free trial and see it on your own jobs.
Before the phone rings
Get found
Most of the installation services work you lose, you never hear about. It goes to whoever turned up in the search, answered after hours, or stayed in touch after the last job. Automated workflows handle that last part for you.
Estimate, follow up, close
Win the work
The installation services business that gets an estimate out first, gives the customer a choice and follows up best is the one that gets the job, and an automated follow-up workflow does the following up.
From the board to the driveway
Run the day
A installation services day changes by the hour. Servgrow keeps the crew, the schedule and the customer in step while it does, with reminder and On My Way workflows running on their own.
And know what you actually made
Get paid
Finishing the work is not the same as getting paid for it, and revenue is not the same as profit. Automated invoice follow-ups and recurring billing close that gap.
What is Installation Services software?
Installation Services software is one place to run everything around the work itself: taking the request, estimating it, scheduling the crew, keeping the customer updated, invoicing and getting paid, then bringing that customer back with automated workflows. Servgrow does all of it, so the admin stops eating your evenings.
See every featureInstallation Services software questions
- What is the best software for installation services pros?
- The best installation services software is the one that covers the whole job rather than one slice of it. Servgrow takes the request, builds the estimate with options, schedules and dispatches the crew, runs the automated reminder and follow-up workflows, collects payment and brings the customer back. One login, one monthly price.
- A customer has not booked in over six months. Can a custom campaign text and email them to bring them back?
- Yes, and it is one of the most profitable workflows a installation services business can run. Build it once on the campaign board: trigger it on time since the last job, pick text, email or both, write the message once with the customer name and your company name dropped in automatically, and target it by tag so it only reaches the customers you want. From then on, anyone who goes quiet past six months gets the nudge on their own, and you get the rebooking without chasing anybody.
- Does Servgrow work for a small installation services business?
- It is built for it. A single owner-operator gets the same scheduling, estimating, invoicing and automated workflows as a larger operation, and plans start at one user. As you add people, the dispatch board and routing are already there.
- Can installation services customers book and pay online?
- Yes. Online booking takes requests from your website, your social profiles and the customer portal around the clock. Customers pay online, in the field by card, or with a deposit at the moment they approve the estimate.
- Does installation services software work on a phone?
- The Servgrow mobile app runs the day from the van: the schedule, full job details, photos, forms and checklists, the one-tap On My Way text and taking card payment before you drive away.
