Skip to content
Features

Everything to run a trades business

One system from the first call to getting paid — and back to your books. No bolt-ons to wrangle.

Servtide running on a phone in the field

Operations

Run the day from one screen.

Scheduling & dispatch

Drag-and-drop board, assign techs, and balance the day at a glance.

Jobs & lifecycle

Unscheduled → scheduled → dispatched → working → complete → invoiced → paid.

Custom forms & inspections

Build your own job forms and checklists; techs fill them in the field.

Photos & notes

Document every job with before/after photos and notes.

Offline mobile app

Your crew works from their phone — even with no signal — and syncs later.

Time tracking

Clock in/out against jobs for accurate labor and payroll.

Sales & payments

From estimate to paid, on the spot.

Estimates (good-better-best)

Send branded options customers approve online.

Online approval

Customers approve estimates from a link — no phone tag.

Invoices + PDF

Convert a job to an invoice in a click; download a clean PDF.

Card payments

Take payment on a tap; money flows to your connected account.

Consumer financingIn development

Offer "pay over time" on bigger jobs to close more work.

QuickBooks sync

Push invoices and payments straight to your accounting.

Customer experience

Look bigger than you are.

Online booking

A branded page where customers request service 24/7.

Customer portal

Customers see estimates, invoices, and service history.

Reminders & "on the way"

Automated appointment reminders and tech-on-the-way texts.

Review requests

Ask for reviews automatically after a job is done.

White-label branding

Your logo and colors across the portal and documents.

Growth & back office

The business behind the business.

Pricebook

Reusable services and materials with consistent pricing.

Memberships

Recurring service plans with automatic visit scheduling.

Marketing campaigns

Email/SMS blasts to customer segments.

Reports

Revenue, AR aging, job costing, tech scorecards, and commissions.

CSV export

Export customers and invoices for your accountant anytime.

Roles & permissions

Fine-grained access for owners, dispatchers, techs, and CSRs.

AI & automation

Let the software do the busywork.

AI assistant

Ask how to do anything; get instant, in-app help.

AI drafting

Draft invoice line items and structure messy field notes.

Automation engine

Trigger reminders, follow-ups, and review requests on events.

Scheduled reminders

Time-based automations (e.g. 24h before an appointment).

Run a tighter shop.

Set up your business in minutes. Free for 14 days — no credit card required.