Turn missed leads and messy texts into one clean workflow.

Servsimple helps service businesses capture job details by text, organize requests in one dashboard, and move from first message to estimate, schedule, and payment without the usual chaos.

Text-first intakeBuilt for real service leads

Designed for trades where the first step is gathering enough job detail before scheduling or pricing.

Owner dashboardOne place to run the workflow

Keep requests, conversations, scheduling, and payment follow-up in one operating surface.

Subscription platformMulti-tenant by design

Built as reusable software for service businesses, not a one-off internal tool for one company.

What changes when you switch

Same business. A lot less chasing.

Without a system
  • Customer requests buried across texts, calls, and Facebook messages
  • Driving out to look at jobs without enough info up front
  • Quotes, schedules, and follow-up living in your head
  • Payment details handled differently every single time
With Servsimple
  • One text number and one dashboard for every lead
  • Photos, address, and job notes captured before you respond
  • Estimate, scheduling, and payment steps tracked in one place
  • A repeatable workflow you can use across crews, services, and locations

Five steps, text to booked job

How it works

Built for real service intake, not just online forms with a text number bolted on later.

1

Customer texts the business number

The customer starts by texting a dedicated business number instead of filling out a long form or leaving a voicemail.

2

Servsimple gathers the scope

The system gathers contact info, address, job details, timing, and photos in a guided text conversation.

3

Your team reviews the request

You can send an estimate, ask a follow-up question, offer a booking window, or escalate the lead for review.

4

Customer approves and pays

When payment makes sense, the customer approves the estimate or booking and pays from a link sent by text.

5

The job moves into the schedule

Once approved, the request becomes a scheduled job with status tracking, notes, and next actions.

Business setup

Configure the workflow around your business

Your number

Dedicated business text line

Each business gets its own text-first customer entry point instead of forcing customers through a website-heavy intake flow.

Branding

Business profile and customer-facing setup

Set your business name, service area, and customer-facing details while keeping the real workflow in text.

Services

Service categories and job types

Set up the types of work you want customers to request, from repairs to installs to small project work.

Add-ons

Optional add-ons and upsells

Capture extras like haul-away, emergency response, materials allowances, or other billable options.

Intake

Photos, notes, and address capture

Collect the information you need before replying so every request starts with real context.

Payments

Your Stripe account

Connect your own Stripe account so deposits, estimate approvals, and online payments route directly to your business.

01

Built for service businesses that sell by conversation

Start with text-first intake, then layer estimates, payment, and scheduling onto a workflow owners can actually run every day.

Early rollout

Subscription software, rolling out in stages

Early access phase

The platform already supports subscription onboarding. Public pricing and packaging can tighten as the live service-business workflow matures.

Ready to simplify how your business handles incoming work?

Start your workspace