Everything You Need to Run Your Service Business
From the first call to the final payment, Servanta provides the tools you need to streamline operations and grow your business.
AI That Works as Hard as You Do
Eliminate hours of manual data entry and setup. Servanta’s intelligent assistants help you configure your business and generate operational materials in seconds.
AI Business Setup
Describe your business in plain English and our AI configures everything for you — timezone, work days, holidays, labor rates, GPS settings, notifications, and invoice preferences. What used to take hours of setup now takes a single conversation.
- Conversational configuration
- Instant system-wide application
- Tailored to your specific trade
AI-Powered Checklists
Import existing PDF or Word checklists and let AI extract actionable task lists automatically. Or describe what you need and AI generates professional checklists tailored to your trade. From safety inspections to job closeouts.
- PDF & Word document import
- Intelligent task extraction
- Custom generation from scratch
Project & Scheduling
Keep your team organized and your projects on track with our powerful visual scheduling tools. See exactly where everyone needs to be and what needs to be done at a glance.
- Visual calendar with drag-and-drop scheduling
- Track project status (pending, in progress, completed, cancelled)
- Set precise start and end times for daily planning
- Sync with Google Calendar for personal schedule management
- Assign multiple employees to projects
- View customer addresses and project details directly on the calendar
Employee Scheduling
Build and manage employee shifts with an intuitive visual calendar. Keep your entire team aligned and eliminate scheduling conflicts before they happen.
- Visual shift calendar with drag-and-drop management
- Assign employees to shifts with role-based views
- Recurring shift patterns for weekly/monthly schedules
- Google Calendar sync for personal schedule management
- Shift enforcement with configurable grace periods
- Real-time schedule conflict detection
Time Off Management
Streamline time off requests and approvals. Give employees a simple way to request time off while managers maintain full visibility and control.
- Employee self-service time off requests
- Manager approval workflow with notifications
- Track vacation, sick days, and personal time
- Automatic scheduling conflict detection
- Availability calendar with team-wide visibility
- Time off balance tracking and history
Time Tracking
Eliminate guesswork and paper timesheets. Our integrated time tracking system ensures accurate payroll and precise job costing for every project.
- Main clock in/out for general workday tracking
- Project-specific time tracking for job costing
- GPS verification for clock-in locations
- Time entry adjustments with complete audit trails
- Supervisor capabilities to adjust team time entries
- Detailed timesheet reports by employee or project
Project Documentation
Capture visual proof of your work with integrated photos and videos. Document job progress and create transparency with your customers.
- Before and after photo capture for visual proof of work
- Video recording up to 100MB for detailed documentation
- 90-day retention or keep forever options by plan
- GPS-verified timestamps on uploads
- Share with customers for transparency
- Integrated directly with project timeline
Customer Management (CRM)
Build stronger relationships with a centralized database for all your customer information. Access history, contact details, and preferences instantly.
- Complete customer database with multiple contact methods
- Track builders and contractors separately from homeowners
- Manage active/inactive customer status
- Provide customer portal access for self-service
- View complete invoice and payment history per customer
- Store gate codes and access notes securely
Invoicing & Estimates
Get paid faster with professional estimates and invoices. Create, send, and track payments all within one seamless workflow.
- Create professional, branded invoices and estimates
- Approval workflow for estimates to convert them to invoices
- Flexible line item management with saved services
- Support for percentage or fixed-amount discounts
- Email invoices directly to customers with one click
- Generate and download PDF versions for records
Payment Processing
Accept payments the way your customers want to pay. Integrated processing means automatic reconciliation and less manual data entry.
- Seamless Stripe integration for credit card processing
- PayPal integration for alternative payment methods
- Record manual payments (cash, check) easily
- Track payment history and outstanding balances
- Manage refunds directly from the dashboard
- Secure, PCI-compliant transaction handling
Materials & Inventory
Stop leaking profit through untracked materials. Manage your catalog and track usage on every job to ensure accurate billing and restocking.
- Centralized material catalog management
- Track both cost price and resale price for margin analysis
- Record material usage directly to specific projects
- Custom fields for specialized material attributes
- Monitor inventory levels and usage trends
Team Management
Manage your growing workforce with granular permissions and role-based access control designed for service businesses.
- Role-based access (Owner, Supervisor, Journeyman, Apprentice)
- Customizable role labels to match your business terminology
- Granular permission controls for every feature
- Manage employee hourly rates and labor costs
- Streamlined employee onboarding with email invitations
- Secure password management and access revocation
Sub-Contractor Management
Seamlessly coordinate with external contractors without requiring them to create an account. Assign them to projects and keep them informed with automated notifications.
- Add and manage sub-contractors without requiring account creation
- Assign sub-contractors to specific projects and dates
- Send automated email notifications with project details
- Include location with clickable map directions
- Optionally share customer contact information
- Track notification status for each assignment
Project Checklists
Create and manage task checklists on projects with full audit trails. Ensure every step is completed correctly and nothing falls through the cracks.
- Create multiple named checklists per project
- Track who checked off each item and when
- Create reusable checklist templates for consistent workflows
- Apply templates to new projects with one click
- All team members can check items; managers control the list
- Progress tracking with visual completion indicators
AI Document Import
Use AI to automatically extract checklist items from your existing documents. Turn PDFs and Word files into actionable digital checklists in seconds.
- Upload PDF or Word documents to extract checklist items
- Powered by OpenAI for accurate text understanding
- Preview extracted items before creating the checklist
- Works with inspection reports, safety checklists, and more
- Save time converting paper checklists to digital
- Available as a premium plan feature
Reports & Analytics
Make data-driven decisions with comprehensive reports that give you visibility into every aspect of your business performance.
- Detailed employee timesheet reports for payroll
- Project time summary reports for profitability analysis
- Materials usage reports for inventory management
- Completed projects and revenue reports
- Scheduled email reports (weekly, biweekly, monthly)
- Export data to CSV for custom analysis
White-Label & Branding
Make the platform your own. Servanta works in the background while your brand takes center stage for your team and customers.
- Upload your custom logo and app icon
- Customize the application name
- Full color theme customization to match your brand
- Custom domain support (e.g., app.yourcompany.com)
- PWA app customization for mobile home screens
- Custom SMTP settings for branded email delivery
Customer Portal
Empower your customers with a self-service portal where they can manage their account, view history, and make payments.
- Secure customer self-registration and login
- View and download past invoices and estimates
- Approve estimates online instantly
- Make secure credit card payments
- Access service history and project details
- Mobile-friendly interface for customers on the go
Customer Subscriptions
Build predictable recurring revenue with automated subscription billing and scheduled services. Perfect for maintenance contracts and ongoing service agreements.
- Create subscription services with flexible billing intervals
- Automated recurring billing through Stripe integration
- Schedule recurring service visits with customizable patterns
- Offer trial periods to attract new customers
- Customer self-service for subscription management
- Customizable email templates for subscription lifecycle events
Review Hub
Turn happy customers into 5-star reviews. Automate your reputation management and grow your business through social proof.
- Send automated review requests via email or SMS
- Direct integration with major review platforms
- Track review request status and open rates
- Filter negative feedback before it goes public
- Dashboard for monitoring reputation metrics
- Customizable review request templates
Communication
Keep everyone in the loop without leaving the app. Centralized communication ensures no details fall through the cracks.
- Internal messaging system for team collaboration
- Project-specific comments and notes
- Mention team members to notify them
- Email notifications for important updates
- Message read receipts and history
- File attachments and photo sharing
Support & Help Desk
Handle internal issues and customer support requests with a built-in ticketing system designed for resolution.
- Built-in support ticket system for tracking issues
- Assign priority levels (Low, Normal, High, Urgent)
- Admin response capabilities and status tracking
- Internal tickets for equipment or vehicle issues
- Customer-facing tickets for service inquiries
- Email notifications on ticket updates
Limited Time Offer: Start Free & Save Up to 25%
Ready to Transform Your Service Business?
Start your 7-day free trial today. No credit card required. Chat with Servi to unlock an exclusive discount.