Estimates out the door fast, jobs booked without phone tag
Now in Beta · Limited SpotsSchedule, dispatch, invoice, and get paid from one app.
Sample data. Names and amounts are fictional.
Sample data
Today
4 jobs · 2 done
HVAC Install
123 Main St
Checklist
2 of 4
Mobile App · Offline Ready.Job card, checklist, and route in one screen.
Whether you run HVAC seasonal contracts, a 50-stop lawn route, or emergency plumbing calls, ServBuilder replaces spreadsheets, group texts, and disconnected invoicing. Estimates out the door fast, jobs booked without phone tag, and an invoice that gets paid the same day, from one simple app.
American-owned and built in the USA.
Built for
Why ServBuilder
Spreadsheet, group texts, and paper invoices come together into one job record.
See who's free, drop the job on their route, and keep the window. Less drive time, fewer no-shows, and a better shot at a first-time fix. No more double-bookings or missed stops.
Fewer missed windows
Build estimates in 2 minutes, convert to invoices instantly, collect payment on-site or online. Card payments typically reach your bank in 2 business days.
Estimate in 2 min
Full job history, texts, and follow-ups on one customer record so the office and the crew are looking at the same notes.
One shared record
Features
Build professional estimates with your price book and inventory management data in under 2 minutes. Send via text or email and get digital approval.
Total $260
Send to CustomerComplete field service management solutions for every job type: recurring routes, seasonal contracts, and maintenance plans, scheduled on the recurring calendar and tracked so nothing slips through the cracks.
This Week's Routes
Live crew location on the dispatch map. Customers get automatic ETA notifications so they're never left wondering when you're arriving. Daily route history included on Professional and above.
Jobs, forms, photos, notes, and signatures work completely offline. Everything syncs automatically the moment your technicians reconnect.
Real-time dashboards for revenue, job volume, close rates, and crew utilization. No spreadsheets needed. The data is always ready when you are.
See how ServBuilder handles scheduling, dispatch, quoting, and payment, start to finish.
Scheduling · Dispatch · Invoicing · Payments
QuickBooks, Stripe payments, and the client portal stay on the same job record. QuickBooks sync and card payments are on Professional and Enterprise. QuickBooks · Stripe payments · Client portal · Dispatching · Invoicing
How it works
Your complete field service management solution covering all the core components of field service management, up and running in minutes, not months.
STEP 01
Import your customers and services, and ServBuilder sets up your price book, work order management templates, and team roles. Most teams are set up in about 15 minutes. No IT required.
STEP 02
Use the drag-and-drop board to assign jobs and dispatch crews. Job status and schedule changes stay visible so every manager stays in sync with every technician in the field.
Common scheduling mistakes to avoidSTEP 03
AI-assisted quoting pulls from your price book and inventory management data to generate accurate estimates in minutes on any plan. On Professional and Enterprise, one tap turns an approved estimate into an invoice.
How AI quoting worksSTEP 04
Gather customer reviews and track growth with real-time dashboards. Online payments are on Professional and Enterprise.
Workflow automation for growing teamsServBuilder follows the natural flow of every service job, from the first customer request to the final payment deposited in your account. You get the full benefits of field service management without enterprise complexity: each step is handled by a purpose-built tool, and all four steps are connected so data flows automatically between them. No re-entering information, no chasing status updates, no end-of-month reconciliation.
Savings Calculator
Planning estimate: $100 per tech per month from fewer office hours (about 3.2 hours per tech per week). Compare that to what you already pay for scheduling, group texts, and invoicing tools. Not a measured result from live customers, and not a competitor price quote.
Annual savings
$6,000
Monthly savings
$500
Hours saved/week
16
Field service management software helps service businesses schedule jobs, dispatch technicians, send estimates, invoice customers, and collect payments from one system. ServBuilder is FSM software built for small and growing teams in HVAC, plumbing, electrical, lawn care, and related trades. Read the FSM for small business guide.
ServBuilder is field service management software for small and growing field teams. It helps teams schedule jobs, dispatch technicians, send estimates, invoice customers, and collect payments from one flat-rate app with no per-seat fees.
ServBuilder supports HVAC, plumbing, electrical, lawn care, landscaping, pest control, cleaning, pool service, roofing, painting, handyman, general contractor, and pet care businesses. Multi-trade shops can run one schedule and invoicing workflow across those trades. Deeper trade pages beyond HVAC may still be rolling out. See the HVAC industry page.
ServBuilder is built for small to mid-sized service businesses. Plans are flat-rate with no per-seat fees, and AI-assisted quoting is included on listed plans. Check competitor pricing on their official sites. Open the three-way compare.
As of 2026-09-22, Starter is $79/month for up to 25 active jobs and 5 team members. Professional is $199/month for unlimited jobs, 15 team members, and QuickBooks integration. Enterprise has custom pricing. See current pricing.
AI-assisted quoting helps teams build structured estimates from service type, labor, materials, and price book data so quoting takes minutes instead of a long manual rebuild. On ServBuilder, Starter includes AI quoting. The usual flow is price book to estimate to approval. On Professional and Enterprise, an approved estimate converts to an invoice. See ServBuilder features.
No. ServBuilder is month-to-month, and you can cancel anytime.
Yes. Technicians can open job cards, checklists, location details, and customer notes, then update status and upload photos from the field.
Yes, on the Professional plan and above.
ServBuilder generates structured quotes from service type, labor, materials, and historical job data so quoting takes minutes instead of hours. Starter includes AI quoting. See ServBuilder features.
Most teams are set up in about 15 minutes.
Guides and resources for service businesses
Service Business CRM
SchedulingScheduling Software for Service Business
BillingAutomated Invoice Software
DispatchDispatch and Routing App
CRMClient Management System
AutomationAutomation Software for Businesses
SoftwareHome Service Business Software
SoftwareService Business Software
The Builder's EdgeWhy We're Building ServBuilder
The Builder's EdgeWhat Spreadsheets Are Costing Your Business
ServBuilder's field service management software helps teams coordinate a mobile workforce and run field service operations end to end, from maintenance and repair work through the final invoice. Keep crews aligned and deliver consistent customer experiences without enterprise overhead.
No credit card required · Setup in 15 minutes · Cancel anytime
CRM