Manage clients, assets, tickets, quotes, and invoices in one place. Every ticket has a built-in AI Job Planner that already knows the job, client history, and devices on file. No copy-pasting, no context switching.
Track every job from intake to close. Assign technicians, sync to Google or Outlook Calendar, log billable hours and expenses, and set response and resolution targets by priority. Asset cards and drag-and-drop network maps keep every client device documented and visible. Breach alerts fire automatically so nothing slips through.
Professional quotes with e-signatures, invoices with prefilled payment links, and recurring billing plans that generate and send on any schedule automatically. Everything pushes to QuickBooks in one click.
A branded client portal, a live chat widget for your site, and reply-by-email on every ticket. Send review requests when a job closes and collect star ratings and feedback in one place.
Every ticket has a built-in AI that already knows the job. Ask questions, get a game plan, draft a reply. Plus quote line items from field notes, thread summaries, and more.
Six report categories with period comparisons and trend badges: Overview KPIs, Revenue breakdown, Client acquisition sources, Ticket activity heatmaps, Technician leaderboards, and Invoice aging. PDF export and email delivery built in.
Two-factor authentication, per-workspace database isolation, and encrypted data in transit and at rest. A full audit log tracks every action across your workspace. Installs as a progressive web app on iOS and Android with push notifications and direct photo upload.
No copy-pasting. No starting from scratch. Open the AI Job Planner on any ticket and have a full conversation in the context of the actual job, client history, and assets on file.
Hit Summarize on any ticket thread and get a concise brief of the conversation, decisions made, and next steps. Catch up on a long job in seconds, not minutes.
Hit the AI draft button on any ticket thread and get a ready-to-send customer reply, written from the full job history in a polished, professional tone.
Paste rough field notes and get back clean, formatted quote line items. No manual reformatting, no guessing at descriptions.
Period comparisons, trend badges, smart insights, activity heatmaps, and a quote-to-payment funnel. Every number compares itself to the prior period automatically.
The Overview tab auto-generates observations about revenue growth, profit margin, quote win rate, and ticket velocity. No setup required.
Every hour of every day of the week, shaded by ticket volume over the last 6 months. See your peak hours and understaffed windows at a glance.
Send a formatted KPI summary to any email address with one click, or export any report tab to PDF with chart colors fully preserved.
Sign in with Google or Microsoft, sync scheduling, and take card payments. Every integration uses the narrowest permission scope needed for the job.
New Thumbtack leads automatically become tickets with a client record. Customer messages sent through Thumbtack append to the ticket thread in real time.
Generate prefilled payment links on every invoice. Customers click, pay by card, and the invoice automatically marks paid when Square confirms the charge.
Push invoices and payments from Servelo directly into QuickBooks. Keep your books clean without double entry or CSV imports.
Connect Google Calendar or Outlook Calendar, your choice. Schedule a ticket and Servelo creates a matching event. Reschedule or close it and the event updates or deletes. We only touch events we create.
One-click sign-in with your Google Workspace or personal account. We use your email to match you to your Servelo workspace and your name and photo for your profile. Nothing else.
Sign in with any Microsoft account, personal or work. Uses the minimum Microsoft Graph scope required to read your basic profile for authentication only.
Most teams are live the same day they sign up. No onboarding consultants, no implementation fees, no per-seat training.
Sign up with email, Google, or Microsoft. Add your clients, document their assets and network gear, and invite your techs. Up and running in under an hour.
Every job is a ticket with a full timeline, photos, internal notes, and scheduled time. Log hours and costs as you go, then generate a quote or invoice directly from the ticket.
Send a quote, get an e-signature, and issue an invoice with a prefilled Square checkout link. When the client pays, the ticket closes itself. Every job stays searchable forever.
Every plan includes AI Job Planner, advanced reporting, live chat, client portal, and review requests. Larger tiers unlock more users and SSO. 30-day free trial, no credit card required.
Every feature on every plan. You get 30 days to try Servelo with no credit card required. You only pick a plan when you decide to keep using it. Your data stays with you if you upgrade.
Every ticket has its own AI Job Planner panel. It already knows the ticket details, client history, and assets on file, so you can have a real back-and-forth conversation about the job without copy-pasting anything. Ask follow-up questions, get a step-by-step game plan, draft a ready-to-send customer reply, or paste rough field notes to get formatted quote line items back. Hit Summarize to distill a long thread into a quick brief. Your data is never used to train AI models.
Calendar sync works with both Google Calendar and Microsoft Outlook Calendar. Connect either or both from your account settings. Servelo creates, updates, and deletes calendar events that match your Servelo tickets, and nothing else. We only touch events we created. Your existing calendar is never modified.
Google and Microsoft sign-in only request your name, email, and profile photo, used to match you to your Servelo workspace and display your profile. We don't read your mail, contacts, or files.
Connect a Square account in Settings. Every invoice gets a prefilled Square checkout link. Your client clicks, pays with a card, and the invoice marks itself paid when Square confirms. Square's standard processing fees apply. We don't add a markup.
Yes. Send a branded review request email directly from a completed ticket. The customer gets a link to a short form with a star rating and comment field. Responses are collected under Reviews in your dashboard so you have a running record of customer satisfaction.
Yes, on Pro and Business plans. Point a CNAME from your domain to Servelo and your clients see portal.yourbusiness.com instead of serveloapp.com/portal/yourbusiness. Full walkthrough in the docs.
Every workspace runs in its own isolated database schema on enterprise-grade cloud infrastructure. Your data is encrypted in transit and at rest. Nobody outside your team can see it, including other Servelo customers. See our Privacy Policy for full details.
Yes, anytime, directly from your account settings. No calls, no cancellation fees. Downgrade takes effect at your next billing cycle. If you cancel, your data is retained for 30 days and you can export it anytime during that window.
Servelo is purpose-built for IT support businesses and MSPs: solo technicians, small IT shops, and managed service providers who track client devices, manage recurring work, and need a clean workflow from ticket to paid invoice. It also works well for other field service businesses (HVAC, electrical, property maintenance) that follow the same intake-to-invoice pattern. If your business has clients, jobs, and invoices, Servelo fits.
Yes. Servelo is a progressive web app that installs directly on iOS and Android from your browser. No app store required. Open your workspace in Safari or Chrome, tap "Add to Home Screen," and it runs like a native app with offline-friendly loading and push notifications.
Yes. Ticket updates, status changes, and new messages appear in real time for everyone on your team. Starter supports up to 3 users, Pro up to 10, and Business is unlimited. You can assign tickets to specific technicians, set roles, and control who can access billing or settings on any plan.
Yes. Each client has an asset inventory where you can document devices, serial numbers, warranty dates, and notes. Assets are linked to tickets so the full history of work done on a device is always one click away. You can also build network maps to document a client's infrastructure visually.
Yes. Connect your QuickBooks Online account in Settings and push invoices directly from Servelo. Line items, client details, and amounts transfer automatically so you're not entering the same data twice.
Yes. Email support is included on every plan. Pro and Business plans get priority response. Reach us at support@serveloapp.com.
Servelo is built by a small team that spent years wiring together ticketing tools, invoicing tools, scheduling tools, and customer portals just to run our own service business.
We built Servelo because everything on the market was either too expensive, too complex, or missed how field service actually works in the real world. Now we run on it every day and license it to other service businesses who want the same thing we did: one place for the whole customer relationship.
Servelo is under active development. New features ship weekly. If there's something you need, email us and there's a good chance it's already on the roadmap.
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