Add or remove an add-on
Add the phone system, AI receptionist or service reports to your plan, or remove them, in Settings → Billing.
Add-ons are extras you can add to any plan. They're billed with your plan. Only the owner can add or remove add-ons.
Adding an add-on adds its fee, and any usage, to your ServFlo bill, charged to the card on file.
| Add-on | Monthly | Yearly | What to know |
|---|---|---|---|
| Phone system | $49 | $490 | Business numbers, ring groups, call recording and calls linked to customers. Includes 1 local number. Calls and other usage are billed at cost + 20%. |
| AI receptionist | $99 | $990 | Answers calls by voice, books arrival windows, takes requests and transfers calls to your team. Needs the phone system. AI receptionist minutes are billed on top, and the AI's replies use AI credits. |
| Service reports | $39 | $390 | Inspection, service and test reports. For Core and Connect only. On Grow and Pro they show as Included in your plan. |
On a yearly plan, you pay the yearly price for each add-on. To add more office users, see Add office users.
Add an add-on
Open Add-ons
Go to Settings → Billing and find Add-ons.
Select Add
Select Add next to the add-on, for example Add Phone system.
Review the terms
The dialog shows the monthly or yearly fee and what's included. For the phone system and the AI receptionist, it also shows the current usage rates and an example monthly bill.
Confirm
Tick I understand usage is billed on top of the monthly fee, then select the add button to confirm.
Once the add-on is on, it shows Added, along with who accepted the terms and when. To see exactly what was accepted, select View terms.
You can also add an add-on from where you need it. For example, Settings → Phone and the service reports screens offer to add it.
During the free trial, the phone system and the AI receptionist show In your trial. Add them before the trial ends to keep them.
Remove an add-on
- Go to Settings → Billing, under Add-ons.
- Select Remove next to the add-on.
The feature stops right away, and billing for it stops at the end of the current period. Removing the phone system also removes the AI receptionist, because the receptionist needs it.
When prices change
If usage rates change, Plan and billing shows a notice saying the prices changed, with Review terms. Your add-on stays on in the meantime.
For phone setup and the AI receptionist, see Phone and texting and AI. For service reports, see Service reports.