Short answers, plain words.

Create a project, add your client's name and contact details, and you are ready to send an estimate or invite them to their portal. The getting-started guide walks through the whole first job, start to finish.

No. Your client gets a link by email, opens it in any phone or computer browser, and can view the job, sign, and pay. They can add it to their home screen if they want, but nothing is required.

Yes. You can sign up and explore the console read-only, including a sample project that shows how everything fits together. You activate a plan when you are ready to create real projects, invite clients, and collect payments.

Build it inside the project and send it. Your client opens a link and reviews it on their phone, then signs. You get notified the moment it is signed.

Your client agrees to sign electronically, then each signature is recorded with the signer's typed legal name, the date and time, and the IP address, and flattened into the PDF. Electronic signatures are enforceable under the U.S. ESIGN Act and UETA. See the e-signature policy for the details.

No. Once signed, the document is locked from further edits in Servora and kept as your record. If something needs to change, you send a new addendum or change order, which is also signed, so the paper trail stays complete.

When the scope of a job changes, you send the client a priced change order. When they approve it, the amount flows onto the invoice automatically, so the extra work is agreed to and billed without a side conversation.

You connect your own Stripe account, and your clients pay invoices by card or ACH. The money settles straight to your bank. Servora never holds your customers' payments and never takes a cut of them.

Use record-only mode. Collect payment your usual way (check, Zelle, Square, cash) and record it. Servora still produces the numbered invoice and the receipt, it just does not process the payment.

Yes. Send a deposit invoice up front and the remaining balance tracks automatically as you invoice the rest of the job.

For payments made through your connected Stripe, you issue the refund from inside Servora and it is recorded against the invoice.

Every payment generates a receipt attached to the project, and your client can see it in their portal any time.

Add the client's email to a project and send the invite. They receive a link to their own branded portal for that job, no account setup or app required.

A clean portal with the job's progress, any documents waiting for a signature, invoices to pay, job photos, and a running diary of updates. A red dot shows them exactly what needs their attention.

Yes. Each photo has a client-visible toggle, so you decide what goes in the client's view and what stays internal to your crew.

Yes. Add team members with their own logins and set each permission yourself: who can see money, who can send documents, which jobs they see. Your first five seats are included; beyond that, seats are added in blocks.

Billing and workspace settings stay owner-only. Team members work the jobs; the owner controls the plan, payments setup, and account.

On the General Contractor plan, invite each sub to the vendor portal. They get a login scoped to only the jobs you assign them, nothing else in your workspace.

Track each sub's certificate of insurance and W-9 in one place, and get warned before a certificate lapses, so you are never surprised by a gap in coverage after a claim.

Servora adds up what you paid each sub during the year and flags who crosses the IRS reporting threshold for that tax year and who is missing a W-9. Export the year-end totals as a CSV for your accountant. The filing itself stays with your accountant, and thresholds change by tax year. Sending card or ACH payments to subs directly inside Servora is coming soon; for now you record what you paid.

Post a piece of work to your subs, compare their bids and availability side by side, and award it in one tap. The winner is attached to the job with their scope.

Operator is $39.99/month for solo operators and small crews. General Contractor is $99.99/month and adds the vendor network, bid board, and subcontractor logins. Paying annually gives you two months free, and your first five team seats are included on either plan. See full pricing.

Change your plan from Billing settings. The switch is prorated by Stripe and takes effect right away, so upgrading unlocks the GC tools immediately.

Cancel anytime from Billing, right inside the app, no phone call. You keep access until the end of your current paid period; after that your workspace becomes read-only and you can still export everything. We do not automatically delete canceled workspaces, and you can ask us to permanently delete yours whenever you want.

Yes, any time. Your clients, projects, documents, and payments are yours to take with you.

Encryption in transit and at rest, workspace isolation so no other business can see your data, hardened accounts, and payments handled by Stripe so card numbers never touch our servers. The full, honest rundown is on the security overview.

A short list of trusted providers who help run the service, and no one else. We do not sell your data or use it to train AI. See the subprocessors list and the privacy policy.