From First Call to Paid Invoice.
One Operations Engine.
Lead capture, scheduling, dispatch, estimates, invoices, reviews, and reporting. One platform helps connect the operation so fewer details fall through the cracks and revenue leaks become easier to see.
The call is only the beginning. The operation is where money is made or lost.
No credit card for the pilot. No long-term contract required unless otherwise agreed. Implementation & Launch fees apply after plan approval.
Operations modules vary by plan, configuration, integrations, and implementation scope. Lite focuses on lead capture and AI automation. Scale and above unlock full operations.
The Real Problem
Most trade businesses do not lose money in one place.
They leak it across the whole operation.
It is not one broken thing. It is eight. Each one is small enough to ignore and expensive enough to matter.
Missed Calls
When the phone rings and nobody picks up, the customer can call the next company on the list. That lead can become a potential job walking away.
Slow Follow-Up
A lead sits untouched for two hours because the office got busy. By the time someone responds, the customer already booked with a competitor.
Scattered Job Tracking
Job details live on sticky notes, in text threads, on a whiteboard, and in someone's head. Nothing is connected. Details can slip through the cracks when the workflow is scattered.
Scheduling Chaos
Double-bookings, forgotten appointments, and crews driving across town when a closer job was available. The calendar is a liability, not a tool.
Estimate Leakage
Estimates get sent late, never followed up on, or buried in an email thread. Approved work never converts to an invoice because nobody tracked it.
Invoice Drag
Jobs finished weeks ago still have not been billed. Outstanding balances pile up with no system to chase them. Cash flow suffers in silence.
Review Misses
Happy customers leave the job site without being asked for a review. Your Google rating stays flat while competitors climb month after month.
Owner Blind Spots
No real-time view of revenue, close rate, or crew utilization. The owner makes decisions on gut feel because the data does not exist in one place.
What It Is
The operations engine inside ServicePulse AI.
Not a phone answering add-on. Not just a CRM. This is the system that connects every step from the moment a lead appears to the moment the invoice is paid and the review is posted.
Ten connected steps. Every step feeds the next. Fewer details should fall through when the workflow is visible.
Lead-to-Cash Workflow
Ten steps from lead to revenue. All connected.
This is what happens inside your business when the system is running.
Lead Captured
Call, text, web form, or referral enters the system where configured. Contact info, service need, and lead source are recorded. Manual entry can be reduced where connected.
Qualified
AI or your team qualifies the lead by service area, job type, and urgency. Unqualified leads are flagged before they consume scheduling capacity.
Booked
Customer picks a time slot where configured. The calendar updates. Confirmation goes out by text and email. The appointment can be confirmed quickly through the configured workflow.
Job Created
A job record is created with every detail attached: customer info, address, scope, photos, notes, and communication history. One record, one source of truth.
Crew Assigned
The dispatcher assigns the right crew based on skill, location, and availability where configured. The crew receives job details, directions, and customer notes on their phone.
Work Tracked
Clock-in, progress updates, photos, and materials logged from the field. The office sees status changes in real time without calling the crew.
Estimate Sent
Good-better-best options presented to the customer where configured. They review and approve online with a single tap. No back-and-forth phone tag required.
Invoice Generated
Approved estimate converts to an invoice where configured. Line items, labor, and materials carry over. No re-entry, no copy-paste.
Payment Collected
Customer pays online through a secure link. Balance updates when payment data is received from the processor. Receipt goes out automatically. Outstanding invoices get follow-up reminders.
Review and Report
A review request can be sent after job completion where configured. Dashboard updates with revenue, close rate, and crew utilization. The cycle is complete.
Operations Modules
Operations modules built to keep the business moving.
Every module is connected to every other module. Data flows from lead to invoice without re-entry, copy-paste, or manual handoff.
Some modules are available by plan, setup, integration, or roadmap status.
Lead Inbox
Every lead from every source in one unified inbox. Calls, texts, forms, and referrals organized by status and priority. Designed so fewer details slip through.
Voice and SMS
Inbound and outbound calls handled professionally. Responses can be configured to respond based on rules. Missed-call text-back fires automatically so leads stay warm.
CRM
Full customer profiles with job history, communication log, lifetime value, equipment records, and property details. Know your customer before the truck arrives.
Scheduling
Drag-and-drop calendar with crew capacity view. Recurring appointments, route optimization suggestions, and conflict detection built in.
Dispatch
Assign jobs to crews with one click. Crews get job details, directions, and customer notes on their phone instantly. No phone calls needed.
Jobs
Kanban board tracks every job from created to completed. Status updates, photos, notes, and time logs all attached to the job record.
Estimates
Good-better-best estimate builder with line items, photos, and terms. Send by text or email. Customer approves online with a single tap.
Proposals
Professional proposals with scope of work, terms, and pricing. Attach photos, diagrams, and spec sheets. Track open, viewed, and signed.
Invoices and Payments
Invoices can be supported where payment setup is configured. Online payment collection. Automated follow-ups on outstanding balances until the invoice is paid.
Reviews
Review requests can trigger after completed jobs based on configuration. Monitor your Google rating and respond to reviews from the dashboard.
Agreements
Service agreements and maintenance contracts with auto-renewal tracking. Recurring revenue tracked separately from project revenue.
Equipment and Fleet
Track customer equipment, warranties, and service history. Fleet management with vehicle assignments, mileage, and maintenance schedules.
Time Tracking
Crew clock-in and clock-out from their phone. Job costing shows labor hours against revenue for every job so you know your true margins.
Reports and Insights
Revenue, close rate, response time, crew utilization, and customer acquisition cost. Real-time dashboards updated as data flows through the system.
Role-Based Views
Everyone sees what they need. Nothing more.
Owners see revenue and pipeline. Dispatchers see the schedule. Techs see their jobs. Customers see their portal. One platform, five experiences.
Owner
- Real-time revenue and pipeline dashboard
- Close rate and average job value trends
- Crew utilization and labor cost tracking
- Customer acquisition cost by source
- Outstanding invoice aging report
- Monthly recurring revenue from agreements
Office / Dispatcher
- Unified lead inbox across all channels
- Drag-and-drop scheduling with capacity view
- One-click crew dispatch with job details
- Estimate and invoice creation and follow-up
- Customer communication history in one thread
- Route optimization and conflict detection
Sales / Estimator
- Lead pipeline with qualification status
- Good-better-best estimate builder
- Proposal templates with photo attachments
- Follow-up reminders and approval tracking
- Customer property and equipment details
- Commission and conversion reporting
Technician / Crew
- Daily job schedule with directions and details
- Clock-in and clock-out from the mobile app
- Photo capture and progress notes from the field
- Materials and parts tracking per job
- Customer signature capture on completion
- Equipment and safety checklist forms
Customer
- Online booking and appointment management
- Estimate review and approval with one tap
- Invoice payment through a secure portal
- Job status and technician arrival updates
- Communication history and document access
- Service agreement and warranty details
Mobile Field Operations
Built for the truck, the job site, and the field.
Your crew does not sit at a desk. The mobile experience gives them everything they need without the clutter they do not.
GPS check-in at the job site
Full job details, notes, and history
Clock-in and clock-out with one tap
Create estimates from the field
Collect payment on the spot
In-app messaging with the office
Log materials and parts used
Trigger review request after completion
Before and after photo documentation
Turn-by-turn directions to the job
Customer signature capture
Offline mode for areas with no signal
Job. Address. What to do. Start. Complete. Next.
Designed for mobile-first workflows. Some experiences delivered through browser-based views depending on plan and roadmap.
Customer Portal
Your customer does not care what software you use.
They care that booking is easy, estimates are clear, payments are simple, and they know when the technician is coming. The customer portal handles all of it.
AI Operations Assistant
AI that handles the work. Not just the call.
The AI layer inside ServicePulse Operations does not just answer the phone. It qualifies, books, follows up, and reports. You stay in control of every decision.
Guardrails you control
Every AI action follows scripts and guardrails you set. It will never quote a price, promise a timeline, or make a commitment you have not approved. If a situation is outside its scope, it escalates based on rules and available channels.
Approval center
The approval center shows every action the AI has taken or wants to take. Review, approve, or override any AI decision before it reaches the customer. Full transparency, full control.
Trade-Specific Operations
Built for how your trade actually works.
Every trade has different workflows, terminology, and pain points. ServicePulse Operations adapts to match your trade, not the other way around.
Plumbing
Emergency dispatch for burst pipes, water heater replacements, and drain cleaning. Track fixtures, warranties, and recurring maintenance agreements by property.
HVAC
Seasonal maintenance scheduling, equipment tracking by unit serial number, and good-better-best repair-vs-replace estimates. Agreements drive recurring revenue.
Roofing
Storm damage inspection workflows, photo documentation from the roof, multi-phase project tracking, and insurance supplement management.
Concrete
Pour scheduling around weather windows, material quantity tracking, crew-per-pour assignments, and phased billing for large commercial jobs.
Foundation Repair
Inspection-to-proposal workflow with photo grids, pier count tracking, warranty documentation, and financing option presentation.
Framing
Takeoff-to-bid workflow, lumber and material tracking, crew allocation across multiple active job sites, and progress photo documentation.
Painting
Room-by-room estimating, color and product specifications, crew scheduling across residential and commercial jobs, and touch-up tracking.
Landscaping
Recurring maintenance routes, seasonal service scheduling, equipment usage tracking, and property-specific care plans with photo history.
Sample Dashboard Metrics
Every number you need. One screen.
Stop guessing. Stop waiting for your bookkeeper to send a report. The dashboard shows you the health of your business as data flows through the system.
Total Revenue (MTD)
Jobs Completed (MTD)
Average Job Value
Close Rate
Response Time (avg)
Outstanding Invoices
Crew Utilization
New Leads (MTD)
Leads by Source
Estimate Approval Rate
Customer Acquisition Cost
Google Review Rating
Recurring Revenue (MRR)
Jobs in Progress
Overdue Follow-Ups
Revenue per Technician
Sample dashboard metrics. KPI cards shown above represent available metrics. Actual values depend on your business data, connected workflows, and plan tier.
Automation Workflows
Build the workflow once. Improve it over time.
These automations can help reduce manual follow-up when configured and monitored. Every one of them used to be a task someone forgot to do.
Integrations
Connects to the tools your business already uses.
ServicePulse Operations integrates with accounting, payments, calendars, communication, and lead sources. Use what you have. Replace what you want to.
Integration availability varies by plan. Custom integrations available on the Command Center plan.
How It Compares
Field-service software manages jobs.
ServicePulse Operations connects the business.
Good field-service tools exist. ServicePulse is not here to replace what works. The difference is scope: most tools start after the lead is entered. ServicePulse starts at the phone ring and follows through to the paid invoice and the posted review.
Typical Field-Service Software
- Starts after the lead is entered manually
- Phone answering is a separate add-on or service
- Scheduling and dispatch are the core focus
- Estimates and invoices included but basic
- Reviews and reputation managed elsewhere
- Marketing requires a separate agency or tool
- Reporting limited to job-level data
- Multiple logins for multiple tools
ServicePulse Operations
- Starts at the first call or text automatically
- AI phone and SMS workflows available by setup and plan
- Scheduling, dispatch, and lead capture unified
- Good-better-best estimates with online approval
- Review workflows can trigger based on configuration
- Campaign workflows available in Command Center; managed marketing scoped through Stoke Media
- Business-level reporting with real-time KPIs
- One platform designed to connect the business side
This comparison highlights where ServicePulse extends the workflow. Other platforms are strong products with their own strengths.
What You Get
Included by plan vs. scoped separately.
Every plan starts with lead capture and customer management. Full operations modules — scheduling, dispatch, estimates, invoices — unlock at Scale and above. Marketing automation and AI intelligence unlock at Command Center.
Included by Plan
- Lead inbox and missed-call text-back (Scale+)
- AI SMS auto-reply and voice agent (Scale+)
- CRM, reviews, and online booking (Scale+)
- Dashboard and customer database (Scale+)
- Jobs, scheduling, and dispatch (Scale+)
- Crew management and commissions (Scale+)
- Estimates, proposals, invoices (Scale+)
- Customer portal and mobile field views (Scale+)
- Equipment, fleet, and time tracking (Scale+)
- Email marketing and reactivation (Scale+)
- AI Command Center (Command Center+)
- AI image and video generation (Command Center+)
- Multi-location dashboards (Command Center+)
- Site Vitals, ads management, executive reporting (Command Center+)
Scoped Separately
- Custom workflow design per trade
- Data migration from existing tools
- Custom report templates
- Advanced API integrations
- Multi-location configuration
- Custom branded customer portal
- White-label mobile experience
- SLA-based support agreements
- Custom automation workflows
- Website, SEO, ads, and Stoke Media work
Scoped features are quoted during onboarding based on your requirements.
Find Your Fit
Pick the plan that matches where your business is today.
Every plan starts with lead capture and customer management. Full operations modules unlock as you move into Scale, Command Center, and Enterprise.
Scale
$1,997/mo
Growing teams that need full operations: lead capture, AI voice, scheduling, dispatch, crews, estimates, invoices, marketing, and reporting.
- AI Voice agent
- Missed-call text-back
- Drag-and-drop scheduling
- Dispatch and crew
- Estimates and invoices
- Email marketing
Command Center
$4,997/mo
Full AI-powered platform: operations, marketing automation, AI Command Center, content generation, multi-location, and enterprise reporting.
- Everything in Scale
- AI Command Center
- AI content generation
- Multi-location
- Dedicated success manager
Enterprise
Custom
White-glove implementation for multi-location operations with custom integrations, dedicated infrastructure, and strategic partnership.
- Everything in Command Center
- Unlimited locations
- Custom integrations
- SLA guarantees
- 24/7 priority support
Workflow Examples
See how it works inside a real job.
Four detailed workflows showing every step from first contact to completed job. These examples demonstrate how the modules connect in practice.
Plumbing
Emergency Water Heater Replacement
Homeowner calls at 6:45 AM. AI answers, captures the problem (no hot water, unit is 14 years old), and confirms the address is in the service area.
Lead is created and flagged as urgent. The dispatcher sees the alert and assigns a technician who is already in the area.
Technician receives job details, directions, and customer notes on their phone. They arrive, diagnose the unit, and take photos.
From the field, the technician builds a good-better-best estimate: repair the element, replace with a standard tank, or upgrade to a tankless unit.
Customer reviews the estimate on their phone and approves the tankless option. The estimate converts to a job with material requirements.
Technician completes the install, captures before/after photos, logs hours and materials, and collects the customer signature.
Invoice can generate from the approved estimate where enabled. Customer pays through the secure link on their phone.
Review request can be sent after job completion where configured. Dashboard updates with revenue and job cost data.
Roofing
Storm Damage Inspection to Full Replacement
Homeowner submits a web form after a hailstorm. Lead enters the inbox where the source is connected, with address, photos, and insurance carrier.
Office qualifies the lead and books an inspection slot. Confirmation text goes out with the date, time, and inspector name.
Inspector arrives, documents damage with a structured photo grid (each roof section labeled), and uploads everything from the field.
Estimator builds a detailed proposal with material specs, timeline, and phased payment terms. Proposal is sent by text and email.
Customer approves the proposal online. Job is created with phases: tear-off, install, cleanup, and final inspection.
Crew is dispatched for each phase. Progress updates flow from the field to the office to the customer portal in real time.
After final inspection, the invoice generates. Insurance supplement documentation is attached. Customer pays the deductible through the portal.
Review request can be sent where configured. The job record, photos, and documents are archived for warranty reference.
Concrete
Commercial Parking Lot Pour
General contractor calls to request a bid. AI or intake workflow captures the project details where enabled: location, square footage, pour type, and timeline.
Estimator visits the site, takes measurements and photos, and builds a multi-phase estimate with material quantities and labor projections.
Proposal is sent with phased billing terms: deposit, pour day, and final on completion. GC reviews and approves online.
Job is created with three phases. Each phase has its own crew assignment, material order, and weather-window scheduling.
Pour day: crew clocks in at the site, logs concrete delivery quantities, and captures progress photos throughout the day.
Phase completion triggers the next invoice. GC pays through the portal. Remaining phases stay scheduled on the calendar.
Final phase complete. Punch list items logged, final photos captured, and the last invoice is sent.
Review request fires to the GC. Job record is archived with full cost breakdown: materials, labor, and margin per phase.
HVAC
Seasonal Maintenance Agreement Renewal
System flags 47 maintenance agreements expiring in the next 30 days. Automated renewal reminders go out by text and email.
Customer clicks the renewal link, reviews updated terms, and approves. Agreement renewal can be processed or queued based on configured rules.
First maintenance visit is auto-scheduled based on the agreement terms. Customer receives confirmation with date and technician name.
Technician arrives, runs the maintenance checklist on their phone, logs filter size and refrigerant levels, and takes equipment photos.
Any issues found generate an estimate on the spot. Customer reviews repair options and approves from their phone.
Repair is scheduled, parts are ordered, and the follow-up visit is booked. All tied to the same customer record and equipment profile.
Invoice for the maintenance visit can generate from the agreement where enabled. Repair invoice is separate with its own approval flow.
After service, a review request can be sent where configured. Equipment record updates with service date, findings, and next scheduled maintenance.
FAQ
Questions we hear from trade business owners.
No. Phone answering and missed-call response are only part of the system. ServicePulse Operations connects lead capture, CRM, follow-up, scheduling, jobs, estimates, invoices, reviews, and reporting based on plan and configuration.
Many businesses may be able to consolidate tools over time depending on their current stack, plan, integrations, and implementation scope. You can also integrate with tools you want to keep.
Basic implementations may begin within 7–14 business days after intake and required access are complete. Phone forwarding, porting, data migration, and integrations depend on carriers, third-party providers, client access, and scope.
Yes. The mobile experience is built for the truck and the job site. Crew members can view job details, clock in and out, log materials, capture photos, collect signatures, and trigger review requests from their phone.
Any residential or commercial trade business: plumbing, HVAC, roofing, concrete, foundation repair, framing, painting, landscaping, electrical, and general contracting. The workflows are configurable to match how your trade operates.
The AI can support calls, texts, lead qualification, appointment requests, follow-up, review workflows, and summaries where enabled by plan, configuration, and integrations. It follows approved scripts, rules, and guardrails.
Where enabled, customer portal and payment workflows can support appointment requests or booking, estimate approval, invoice payment, job status, and messaging.
Plans start at $1,997 per month. Implementation & Launch fees apply. No long-term contract required unless otherwise agreed. See Pricing for current details.
Most field-service platforms focus on scheduling and dispatch after a lead is already entered. ServicePulse Operations starts at the first call or text and connects lead capture, AI communication, job management, invoicing, reviews, and reporting in one system. It covers the full revenue cycle, not just the field operations.
The platform is designed for trade business owners and office teams, with onboarding and training based on plan and scope.
Ready to See It
Stop losing the job after the lead comes in.
The lead is not the hard part. Keeping it alive through scheduling, dispatch, estimates, invoicing, and follow-up is where most trade businesses lose money. ServicePulse Operations closes that gap.
No credit card. No long-term contract. 7-day pilot available.
(512) 714-2646