Lead booking
When someone messages your Facebook or Instagram page, Servado replies right away, offers open times from your schedule and books the job in your CRM. If they ask for a person, your office takes over.
For HVAC, plumbing, electrical and garage door shops
Know which jobs and techs make you money.
Servado connects your field service software to your books and shows profit by job type and by tech, updated every morning. Ask a question in plain English and get the answer from your own data.
Works with the software you already use
Housecall Pro
Jobber
QuickBooks
Xero
Ask ServadoComfort Air
Which job types made the most profit in September?
Installs brought in the most profit, $41,200 on $128,600 of revenue. Callbacks cost you $3,900 in labor and parts with nothing billed.
Job typeProfitMargin
Installs$41,20032%
Repairs$16,30042%
Maintenance$6,10043%
Callbacks−$3,900–
Jobs from Housecall Pro, costs from QuickBooks. Example data.
What you get every morning
Your CRM knows what you billed. Your books know what it cost. Servado puts them together so you see profit, not just revenue.
Profit by job type
Installs, repairs, maintenance and callbacks, each with revenue, cost and margin.
Every tech's results
Close rate, average ticket and callbacks for each tech, side by side.
Answers in plain English
Type a question the way you'd text it and get a number back, with the jobs behind it.
"What did callbacks cost us in September?"
A Monday summary
One short email with what changed last week, so you don't have to log in to find out.
How it works
Your office and techs keep using the same software the same way. We do the setup.
Connect your accounts
On a 20‑minute call, we link your CRM and accounting software with read-only access.
Check the numbers together
We match jobs to costs, sort them by job type, and go over the dashboard with you before it goes live.
Get it every morning
The dashboard updates daily. You get one person to call and a monthly check-in.
Setup takes less than a week.
Add-ons, when you want them
The dashboard comes first. These two tools are optional and stay off until you turn them on.
Maintenance plan follow-up
A few days after an install or big repair, the homeowner gets a text about your maintenance plan, with your prices and your wording. They sign on their phone and the first tune-up goes on the schedule.
What Servado can and can't change
The dashboard only reads. The add-ons can also add new jobs to your schedule. Nothing else.
ToolCanCan't
Dashboard
Can: Read jobs, invoices, estimates and costs from your CRM and books
Can't: Create, edit or delete anything
Lead bookingAdd-on
Can: Add a new job to your schedule when a lead books a time, plus the customer if they're new
Can't: Edit or delete existing jobs, customers or invoices
Maintenance plan follow-upAdd-on
Can: Add the first tune-up to your schedule after the homeowner signs
Can't: Edit or delete existing jobs, customers or invoices
Your accounting software
Can: Read costs and payments
Can't: Change anything, even with add‑ons on
How pricing works
Your price depends on how many trucks you run and whether you add lead booking or maintenance follow-up. We'll give you the exact number on the demo call.
- Setup and training for your office included
- One person to call, plus a monthly check-in
- New dashboard pages when you need them
Questions owners ask
Something else? Ask on the call.
Will this work with my software?
Yes, if you run a common CRM and accounting tool like Housecall Pro, Jobber, QuickBooks or Xero. Tell us what you use and we'll confirm on the call.
My CRM already has reports. Why would I need this?
Your CRM only knows what happened inside it. Servado combines it with your books, so you see profit, not just revenue.
Do my office or techs have to change anything?
No. They keep using the same software the same way. We handle the setup.
Can Servado change my data?
The dashboard can't. It only reads. If you turn on lead booking or maintenance follow-up, those can add new jobs to your schedule, and that's all. Neither one can edit or delete existing jobs, customers or invoices, and your accounting software stays read-only.
What if my techs don't fill in job details?
That's fine. We sort jobs into repairs, maintenance, installs and callbacks from what's already there.