Your whole shop on one screen.

Bookings, deposits, leads from your ads, and an assistant that answers customers for you, set up for how your shop actually runs.

A booking page with your services, prices and hours
Deposits paid straight to your bank
Every Facebook and Instagram lead in one place
An assistant that replies in seconds and books the job

Servstream: leads, follow-up, customers and dispatch for service businesses.

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Business
Services
Hours and area
Booking

Servstream

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Notifications

Add a job yourself+ Book a customer

Adding a job here turns on with Technicians. Until then, book a customer on your booking page and it shows up here.

Service Size

Add an interior detailNo garage (bring the canopy tent)

City

Date Start time

Your price ($) Hours it takes

Deposit

No deposit (full price due after the job; goes straight to your workers)

Text them a deposit link of$(goes to your workers once paid)

Text the customer a confirmation (they agreed to texts)

New textCall a number

Call a customer

Your cell rings first. Answer it and you'll be connected; they see the business number.

New text

How leads move between columns

New Facebook and Instagram form leads start in New leads and get a first text right away (if they agreed to texts), then the price, then the booking link once they say yes. Anyone who gets a booking link from you or the assistant and hasn't paid moves to Ready to book by itself. Log a call and they move for you: no answer or voicemail goes to Call again, “will book” goes to Ready to book, not interested goes to Lost. In Follow up, give someone a date (1 week, 2 weeks, 1 month or any day) and they jump to the top when it's due. Anyone who pays a deposit moves to Booked. Drag a card by its ⠿ handle, or use Move.

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Add a contractor

Type

ContractorOutsourcing. A shop or detailer who takes your jobs, collects the balance from the customer and keeps it. You keep the deposit. WorkerIn house. Your own detailer. You keep the payment and pay them a share of each job.

Add a partner

DetailingWindow tintCeramic coating

City (they only get this city's jobs)

Has a water tank and generator (can take jobs without water or power)

Only add partners who have signed your partner agreement and agreed to get job offers by text.

Add a worker

DetailingCeramicTint

Worker's share%(you keep the rest)

Has a water tank and generator (gets the jobs without water or power)

Workers get job offers by text, so only add people who agreed to that.

In-house workers are set up for Albany only. Switch the city to Albany to see them.

Message all workers