Chat with Servi
One Home for Every Customer Relationship
Track homeowners, builders, and contractors separately, keep access notes handy, and give customers a self-service portal for invoices and payments.
A Complete Customer Record
Every customer's contact details, job history, and account status live in one searchable record — no more digging through email threads or paper files.
- Store name, business name, email, phone, and address for every customer
- Mark customers as active or inactive
- Track builders and contractors separately from homeowners
- Keep gate codes and access notes on file
- View complete invoice and payment history per customer
A Complete Customer Record Interface
A Self-Service Portal for Your Customers
Give customers a login of their own so they can review their history and pay without calling your office.
- 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 anytime
A Self-Service Portal for Your Customers Interface
Frequently asked questions
Built for your trade
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.
No credit card Cancel anytime Setup in 5 minutes