Core CRM Platform
The Intelligent CRM built for Service Operations
Stop juggling spreadsheets and disconnected tools. Servn CRM unifies lead capture, field dispatch, customer communications, and payment collection into one high-performance dashboard.
Operational Control
Everything your back office needs to run without friction
Designed specifically for trades including HVAC, Solar, Roofing, Plumbing, and Electrical contractors.
Visual Job & Lead Pipeline
Track enquiries from first contact to completion with automated stage updates, drag-and-drop dispatch, and instant crew assignment.
Automated Call & SMS Intake
Every incoming phone call and web form is answered, qualified, and automatically converted into a scheduled CRM lead 24/7.
Real-Time Field Crew Tracking
GPS dispatch, live job status, crew capacity planning, and automated customer arrival notifications sent straight to SMS.
Instant Invoicing & Payment Processing
Generate job quotes in seconds on-site or automatically from history, with built-in credit card and ACH payment collection.
Automated Follow-ups & Reviews
Automatically request customer feedback, send service reminders, and re-engage past clients to maintain high repeat business.
Enterprise Multi-Location Support
Manage multiple branches, crews, and franchises with role-based permissions, unified reporting, and multi-region security.
Trusted by the people who run the day
We replaced five tools and a part time coordinator. The schedule now fills itself and my crews finish earlier.
Servn AI answers every call at 7pm on a Saturday. That alone paid for the platform in the first month.
For the first time I can see margin by job, by crew, by week. Decisions take minutes instead of meetings.
See what your business looks like with the admin work gone
A 30 minute strategy call maps your workflows, quantifies the hours you get back, and shows the platform on your own numbers.