Plan
Choose the Right Plan for Your Business
Compare Servloom plans side by side. Every tier includes setup, training, and support so your team can win more jobs and get paid faster.
Plans built for every stage of growth
Whether you are launching your first crew or managing multiple locations, Servloom gives you a clear path forward. Compare plans below and choose the level of automation, dispatching, and customer experience that fits your business today — with room to grow tomorrow.
Transparent pricing
No hidden fees. Every plan shows exactly what you get so you can budget with confidence.
Setup included
All plans include professional onboarding, training, and dedicated support to get your team running fast.
Scale on your terms
Start with the essentials and upgrade anytime. Changes take effect immediately with prorated billing.
BASIC
Best for small service businesses getting started
Website & Lead Capture
- Professional website builder (9 templates)
- Custom domain connection
- Mobile-responsive design
- Contact & quote request forms
- Basic SEO tools
CRM & Lead Management
- Lead capture & tracking
- Contact database with property details
- Lead status pipeline
- Built-in email integration
Sales & Payments
- Professional quotation templates
- Online payment processing
- Basic invoicing
- Payment status tracking
STANDARD
Everything you need to grow your business
Website & Marketing
- Everything in BASIC
- Additional website pages
- Customer review integration (Google, Trustpilot)
Sales Automation
- Quote-to-job conversion (one click)
- Automated lead follow-ups (email/SMS)
- Sales pipeline analytics
Operations
- Centralized job / project dashboard
- Drag-and-drop crew scheduling
- Mobile crew app (view jobs, update status)
- Timesheet logging per project
Financials
- Milestone-based invoicing
- Automated payment reminders
- Project expense tracking
Customer Experience
- Customer portal (basic access)
- Digital document storage (contracts, warranties)
PRO
Advanced tools for scaling your business
AI & Automation
- 24/7 AI chatbot (lead qualification, callback booking)
- AI lead prioritization (scoring + weather alerts)
- Automated communication sequences (email/SMS)
Advanced Operations
- GPS-enabled dispatch & route optimization
- Real-time job dashboards
- Digital QA checklists & approvals
- Automated change orders
Mobile & Field Tools
- Full mobile app (photos, updates, signatures)
Inventory & Materials
- Real-time stock tracking with auto-reorder
- Lot / serial tracking for warranties
- Supplier integrations (ABC Supply, SRS)
- Automated purchase orders
Integrations & Tools
- EagleView integration (roof measurements)
- Real-time material pricing catalogs
- Weather integration (storm-triggered outreach)
Customer Experience
- Advanced customer portal (real-time progress)
- Warranty & document management
Analytics & Control
- Role-based dashboards
- Advanced BI analytics (ROI, efficiency, cost tracking)
- Workflow automation & approval rules
Business Management
- Equipment & fleet management
- Multi-location support (branch-level P&L)
- Employee time tracking & payroll integration
- Subcontractor management portal (1099 payments)
Included with every plan
No matter which tier you choose, you get the foundation every field service business needs.
- 14-day free trial — no credit card required
- Professional setup and onboarding
- Team training and ongoing support
- Mobile-responsive customer experience
- Secure online payments and invoicing
- Lead capture and customer management
Compare plans
Compare plan features
See which capabilities unlock at each tier
| Feature | BASIC | STANDARD Most Popular | PRO |
|---|---|---|---|
| Website & Lead Capture | |||
| CRM & Lead Management | |||
| Basic Sales & Payments | |||
| Sales Automation | |||
| Job Scheduling & Dispatch | |||
| Mobile Crew App | |||
| Advanced Reporting | |||
| AI & Automation | |||
| GPS Dispatch & Route Optimization | |||
| Inventory & Materials Management | |||
| Advanced Integrations | |||
| Multi-Location Support | |||
| Payroll Integration |
Plan Questions
Common questions about choosing and changing your Servloom plan
Can I upgrade later?
Absolutely. You can upgrade your plan anytime, and changes take effect immediately with prorated billing.
Is there a free trial?
Yes! All plans come with a 14-day free trial. No credit card required to get started.
Do I need technical knowledge?
No. Servloom is designed to be user-friendly. Our team provides setup and training to get you up and running quickly.
How fast can I get started?
You can sign up and start your free trial in minutes. We also offer hands-on onboarding to help you get the most value.
Do you offer onboarding?
Yes! All plans include professional setup, training, and dedicated support to ensure your success.
Ready to pick your plan?
Start your free trial or book a demo — our team will help you choose the right fit for your business.
No credit card required. 14-day free trial.