Every customer's whole story on one page

Yes. A customer can have any number of properties, and a property can have an owner, a tenant and a property manager at the same time. Past owners stay visible as history.

Transfer the property to the new customer on the sale date. The equipment and service history stay with the house, and the old owner keeps their own records.

Yes. Add custom fields to customers or properties, like text, numbers, dates, checkboxes or drop-down lists, and mark any of them as required.

No. Techs see only the customers and properties of the jobs they're on, and never your costs or margins.

Yes. ServFlo provides the numbers, minutes and texts, so there's no separate phone account to set up (or you can keep your own Twilio account). Buy local numbers for your main line and for each source, like your website, Google Business Profile or a campaign, and calls ring your office in the browser or forward to cell phones. When a customer calls, their history, open jobs and balance pop up, and you can book the job from there. Missed calls become follow-ups, and a call report shows calls, answered and missed, and booked jobs by source. Recording is off unless you turn it on, and it's announced to callers. The phone system is an add-on for any plan at $49 a month or $490 a year, and includes your first local number. Extra numbers and call minutes are billed monthly, in arrears, at our carrier's cost plus 20%: in the US, $1.38 a month per extra number, $0.0102 a minute inbound and $0.0168 a minute outbound. You can see this month's usage in Settings, and the pricing page has the full rates. The 14-day free trial includes it with 1 number and 100 call minutes.

Yes, with the AI receptionist add-on: $99 a month or $990 a year, on top of the phone system. Turn on the AI receptionist for every call, only after hours, or when nobody picks up instead of voicemail. It tells callers it's a virtual assistant, speaks English or Spanish, and works from your own records: it books arrival windows from your online booking rules after reading the details back, takes requests and messages, and transfers callers to your team. It never gives prices unless you turn on price ranges from your pricebook, and for a gas smell or flooding it gives safety advice and offers to connect them. Each call's conversation and summary are saved on the call and the customer. Its speech recognition and voice are $0.024 a minute (cost plus 20%, billed monthly with your calls), and its AI use draws on your plan's AI credits. The free trial includes 30 AI receptionist minutes.

Equipment tracking isn't in every plan. Customers, contacts, properties and service history are. The pricing page shows which plans include equipment.