AI for HVAC and home service 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.

Book a demo See how it works

Setup takes less than a week.

Profit overview Comfort Air

Profit, September$59,700on $181,600 billed

Margin33%all job types

Callbacks−$3,9009 jobs, $0 billed

Profit by job typeSep

Installs$41,200

Repairs$16,300

Maintenance$6,100

Callbacks−$3,900

TechsClose rate · ticket

MRMarcus62%$1,840

DKDana55%$1,210

LTLuis41%$960

Which tech had the most callbacks this month?

Works with the software you already use

Housecall Pro
Jobber
QuickBooks
Xero

See profit, not just revenue.

Your CRM knows what you billed. Your books know what it cost. Servado puts them together.

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.

A Monday summary

One short email with what changed last week, so you don't have to log in to find out.

Built forHVACPlumbingElectricalGarage door

Ask it like you'd text it.

Type a question about your business in plain English. Servado answers from your own jobs and costs, and shows the jobs behind the number.

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.

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 a direct line to our support team 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.

9:41 PM●●●

Comfort AirMessenger

Tonight 9:41 PM

Hi, my AC is blowing warm air. Can someone come out?

Sorry about that. I can get a tech to you Thu 8 to 10 AM or Fri 1 to 3 PM. Which works?

Thursday

You're booked for Thu 8 to 10 AM. See you then.

Message

Add-on

Lead booking

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.

A lead messages your page
Servado offers open times
The job lands on your schedule

10:12 AM●●●

Comfort AirText message

3 days after install

Hi Karen, it's Comfort Air. How's the new system running? Our Comfort Club covers 2 tune-ups a year and 15% off repairs. Want the details?

Sure, send it

Here's the agreement to sign. I can do your first tune-up Mar 14 or 15.

Signed. 14th is good

Text Message

Add-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.

An install or big repair is finished
The homeowner gets your plan by text
They sign and the tune-up is booked

Example conversations. Your shop's name, plan and prices go in.

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

Pick your plan

Every plan includes setup, training for your office and a direct line of contact to our support team.

Dashboard

See which jobs and techs make you money.

Profit by job type
Close rate, ticket and callbacks by tech
Ask questions in plain English
Monday summary email

Choose Dashboard

Recommended

Dashboard + Leads

Plus every Facebook and Instagram lead answered and booked.

Everything in Dashboard
Lead booking from Facebook and Instagram
New dashboard pages when you need them
Monthly check-in with us

Choose Dashboard + Leads

Full Office

Plus a maintenance plan offer after every install.

Everything in Dashboard + Leads
Maintenance plan follow-up
First in line for new tools

Choose Full Office

Only need one tool? We can set that up on its own.

Questions owners ask

Something else? Ask on the call.

What do I need to get started?

Access to your field service software and your books, like Housecall Pro or Jobber and QuickBooks or Xero. We connect them with read-only access, so nothing changes for your office.

How long until I see my numbers?

Setup takes less than a week. We go over the dashboard with you before it goes live.

Who can see my data?

Your dashboard is set up for your team only. Servado can't edit or delete anything in your software, and the add-ons can only add new jobs to your schedule.

What happens on the call?

It's 20 minutes. We learn how your shop runs, walk you through the dashboard and give you an exact price for your business.