AI across ServFlo
Where AI helps in ServFlo besides Flo, which plan each feature is on, and what uses AI credits.
Besides Flo, AI does the first draft or the routine part of several jobs in ServFlo. In every case you stay in charge: AI drafts, you review, and nothing goes to a customer until you (or a rule you set) send it. AI never invents prices, reviews or offers you didn't give it.
Each of these uses your business's AI credits. When credits run out, ServFlo falls back to a template or leaves the job to your team, and says so.
Service reports
In the report writer, AI helps you write findings in your own professional voice:
- Describe it, AI writes it up. Type a few words about what you saw ("double tapped breaker") and AI writes it up as a finding for you to check. Each draft is 1 credit.
- Rewrite with AI polishes a finding you wrote (1 credit).
- Summary. AI drafts the opening paragraph from the most important issues you recorded. Nothing is saved until you use it.
- Comment library. Draft with AI fills in a new comment's name, severity, trade and text from a few words (1 credit).
- Inspection assistant. Jot notes on site and AI proposes findings for you to accept or skip (about a few credits per note). Accepted findings are marked AI-assisted.
- Templates from your standards. Upload your state's standards, InterNACHI, a TREC form or your own checklist and AI drafts a template's sections, items and comments for you to review. The credits it will use are shown before it starts.
Website
When you build your ServFlo website, AI writes a first draft of every page from what's already in ServFlo: your services, plans, service area and how you take bookings. It invents no reviews or claims. You edit anything and publish when you're ready. If AI isn't available, you get a template draft from the same records.
Review replies
On a Google review, click Draft with AI for a reply in your business's voice, then edit and post it. Draft again gives another version.
Campaigns and email designs
- In a campaign, Draft with AI writes the email or text from what you tell it. It never invents prices or offers you didn't give.
- In the email designer, Design with AI lays out an email (or your email theme) with your brand. You can change every block afterwards.
Phone
- AI call summaries. A short summary of each call from its transcript, on the call's page. Turn it on in Settings → Phone.
- AI receptionist (its own add-on, needs the phone system). It answers calls by voice, books real arrival windows, takes requests and messages, and transfers callers to your team. It always tells callers the call is transcribed and never pretends to be a person. You choose when it answers, what it may do and whether it says prices. Its model use counts against your AI credits; its voice minutes are billed with your subscription.
Website chat
The chat button on your website can be answered by AI: AI first, People first (AI only when nobody answers in time or after hours) or People only. The AI answers from your business details, offers and books arrival windows, takes requests and saves the visitor's contact details. It never looks up customers or quotes prices, and it hands the chat to your team when the visitor asks for a person, when it isn't sure, or as soon as someone on your team replies.
Imports
When you import from Jobber, ServiceTitan or a spreadsheet, Suggest with AI maps columns it doesn't recognize to ServFlo fields. Check the mapping before you import.