The software

Every job, start to finish, on one screen.

Capture the lead, send the estimate, get it signed, schedule the crew, manage your subs, and get paid. You get a command center. Your client gets four buttons and a red dot when something needs them. Nobody downloads an app.

Servora · Dashboard
$8,250Outstanding
2Unsigned
5Active jobs
What needs you
UnpaidMaple St, deposit$2,400
ChangeJohnson, add skylightprice it
SignedRoute 9, contract2:14 PM
Servora · New intake form
Your nameText · required
What do you need done?Long text
Best time to reach youYour field
LinkQR codeWebsite embed

Leads, your way in

Catch every lead, from every direction.

Take a lead by phone in one tap, or build your own intake form with the fields you care about and share it as a link, a QR code on your truck, or an embed on your website.

  • Build any form, add your own questions, mark what's required, no developer needed.
  • Every lead in one list, phone, web, or walk-up, nothing slips through the cracks.
  • Turn a lead into a job in one tap when it's ready to move.

Your side, the console

Everything about a job, in one folder.

Jobs are organized like the folders on your computer. Open one and the contracts, photos, invoices, and messages are all right there.

A dashboard that tells you what needs you

New messages, unsigned documents, overdue invoices, one prioritized feed. Dismiss what's handled; it drops to the log, never deleted.

Jobs with a real photo record

Photo buckets per job, each labeled by location so the crew never touches the wrong wall. Toggle which ones the client sees. Clients can add their own.

Documents & e-signatures

Fill a template or upload your own PDF. The signature stamps name, time, and IP into the file and locks it. You countersign contracts.

Invoices that keep your books straight

Deposits, progress draws, sales tax, partial payments. Card and ACH, or record a check by hand, a receipt generates either way.

The change-order chain

Client asks for a change, you price it once, they sign the generated agreement, and the invoice activates the moment they sign. One action.

An export button, always

Client list, payments, a per-project ZIP of every signed PDF. If you ever leave, your data leaves with you.

Their side, four tabs, one red dot

So simple your least tech-savvy client gets it.

They open a link, no app, no account hoops. It wears your logo and your color. A red dot shows the one thing that needs them. Sign with a finger, and the next screen is Pay.

  • Project, photos, scope, and a five-step progress bar so they stop calling to ask "where are we?"
  • Documents & Payments, sign, then pay the deposit on the next screen. Receipts land right back in Documents.
  • Messages, one thread per job. Message, request a change, or add a task, nothing is added until they approve and sign.

Run the crew, and the subs

Put the work on a calendar, and hand out doors.

Schedule jobs, assign your crew, track field hours, and on the GC plan, give every subcontractor a login scoped to their work.

Scheduling & field hours

Jobs on a calendar, crews assigned, hours logged from the field. Field Ops bends to how you already run, not the other way around.

Subcontractor logins GC

Each sub sees only their scope, schedule, documents, and pay. Never your client, never your pricing, never your other subs.

Vendor network & bid board GC

Keep a directory of vendors, take applications, post a job, and collect bids. Insurance and W-9s tracked, with a warning before a COI lapses.

The quiet parts that keep customers

It also does the follow-up you never get to.

Text & email updates

Invites, invoices, and reminders reach clients by text and email, because nobody checks their inbox. Opt-in and built in.

Reviews on autopilot

Finish a job and the happy client is automatically asked for a review, which is exactly how you win the next one.

Your data, always yours

Export clients, jobs, documents, and payments any time. Cancel and you still have 90 days to pull everything out.

The quiet feature that wins disputes

When a job goes sideways, you don't argue. You download the file.

Every view, signature, and payment is time-stamped and logged. "Client viewed the contract 3 times, signed March 4 at 2:14 PM," that sentence ends arguments.