Say goodbye to repetitive data entry and hello to efficiency! With Servgrow's Templates, instantly generate professional, accurate, and detailed jobs and estimates—without ever re-entering information again.
Spend seconds, not hours, creating jobs and estimates. Templates handle repetitive tasks instantly, so your team focuses more on customer satisfaction and less on paperwork.
By standardizing inputs, you eliminate costly mistakes, ensuring accuracy and consistency in pricing, taxes, discounts, expenses, and services every single time.
Consistently deliver professional, detailed estimates, invoices, and job documents that impress customers and build lasting trust in your business.
Easily track expenses, assigned employees, notes, and job tags across multiple projects, simplifying workflow management and team collaboration.
Automatically send critical documents and attachments to customers, improving transparency and enhancing customer satisfaction from beginning to end.
Servgrow Templates let you quickly create reusable job and estimate templates—automatically prefilled with everything your business needs to operate smoothly and efficiently.
Instantly prefill the exact services, labor hours, and materials needed for any job or estimate. No more manual entry or forgotten items.
Automatically include standard job-related costs like permits, equipment rentals, mileage, subcontractor fees, or miscellaneous expenses to accurately forecast and maintain profitability.
Preset applicable taxes, fees, or special discounts, ensuring accuracy, consistency, and speedy invoicing every time.
Include important internal and external documents, from safety forms and checklists to photos and project plans, so your team has everything they need at their fingertips.
Automatically assign your preferred technicians or teams, streamlining scheduling, reducing confusion, and making sure the right person always does the right job.
Easily add detailed job notes, internal instructions, or searchable tags to ensure your entire team stays aligned and efficient.
Send your customers critical documents like care instructions, warranty details, contracts, or terms of service automatically when jobs or estimates are completed, elevating your professional image.
