Field Service CRM

The easiest way to get paid faster by credit card|

ServeHub unifies estimates, contracts, invoicing, scheduling, and payments into one clean workflow — so every dollar is tracked from first quote to final deposit.

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No credit card required · 7-day free trial · Cancel anytime

ServeHub AI Assistant answering a customer call
0:00 0:00

Listen to a real call with the ServeHub Assistant

Trusted by landscapers, electricians, plumbers, cleaners, and 50+ field service trades

+38%
Faster payments
$3M+
Revenue invoiced
4.7
Customer rating
7 days
To go live
How it works

Everything you need, nothing you don’t

A complete workflow from estimate to payment, designed for field service teams.

Estimate builder with itemized materials and labor
01 — Estimates

Build estimates your customers actually understand

Embed the ServeHub estimate widget on your website. Visitors pick services, enter details, and get an instant quote — while you capture the lead automatically.

  • Embeddable widget for any website
  • Automatic lead capture with every quote
  • Itemized materials, labor, and profit margins
02 — Contracts

Get signatures in minutes, not days

Generate contracts from templates, send them digitally, and collect legally-binding signatures from any device. No printing, scanning, or chasing.

  • Digital signature capture from any device
  • AI-generated contract templates
  • Automatic PDF storage with every job
Digital contract signing interface
Business configuration dashboard
03 — Configuration

Your pricing. Your rules. Zero guesswork.

Set up materials, labor rates, services, and taxes once. Every estimate and invoice pulls from your master catalog so margins stay consistent across every job.

  • Material and labor rate catalog
  • Flexible tax rate management
  • Reusable service templates
04 — AI Tools

Let AI do the heavy lifting

Auto-generate contract templates, invoice layouts, and more with a single prompt. Edit in seconds. Stop starting from scratch.

  • AI contract generation from a prompt
  • AI invoice template builder
  • Smart defaults that learn your business
AI template generation

The difference is night and day

See what changes when your whole workflow lives in one place.

Before ServeHub

  • Estimates cobbled together in spreadsheets
  • Contracts printed, scanned, and lost
  • Chasing customers for payment manually
  • Lost leads from your website
  • No visibility into actual margins

After ServeHub

  • Instant estimates on your website, 24/7
  • Digital contracts with e-signatures
  • Credit card payments with one tap
  • Every lead captured automatically
  • Real-time margin visibility on every job

One workflow. Zero gaps.

Estimate
Contract
Schedule
Invoice
Paid
Customer stories

Teams that switched never looked back

“We replaced five disjointed systems with ServeHub. Estimates go out in minutes, crews always have the latest checklist, and SMS invoice links mean payments land within days.”

ME

Morgan Ellis

Operations Director, Evergreen Outdoor

“The AI contract generator saved us hours of template work. Now we can spin up professional agreements in seconds and customize them for each job type.”

SC

Sarah Chen

Owner, Precision Electric

“Finally, a tool that doesn’t feel bloated. Our team was up and running in a day. The scheduling and customer portal features have been game changers.”

JR

James Rodriguez

Founder, CleanPro Services

ServeHub iOS app on iPhone
Mobile app

Take ServeHub to the field

The full ServeHub experience on your iPhone. Create estimates, send invoices, manage jobs, and check your schedule from anywhere.

Download on the

App Store

Available on iPhone & iPad. Android coming soon.

FAQ

Common questions

Ready to run your business with clarity?

Join field service teams who manage their entire workflow — from estimate to payment — in ServeHub.

No credit card required · 7-day free trial · Cancel anytime