Reviews & marketing

More reviews, more repeat work, less chasing

See and answer your Google reviews in ServFlo, ask every customer for one, and let reminders and follow-ups send themselves.

Included on Grow and up
AT

Ana Torres

2 days ago · Google

Customer · Thermostat swap, Oct 5

Luis came out the same afternoon I called, explained exactly why our thermostat kept short-cycling, and had a new one wired up in under an hour. Fair price, and he cleaned up after himself. We'll be calling Bright Air for our fall tune-up.

Drafted by Flo

From the review and her last job
Thank you, Ana! We'll pass this along to Luis. He takes real pride in leaving a home cleaner than he found it. Glad the new thermostat is keeping things steady, and we'll see you for that fall tune-up. You can pick an arrival window online anytime.
Post replyRewriteNothing posts until you approve

Google rating

4.9

212 reviews

  • 5196
  • 412
  • 32
  • 21
  • 11
3 need a replySync now

Google reviews in one place

Your rating, the breakdown and every review, from each of your locations.

Reply in seconds

Let AI draft a warm reply. Nothing posts until you say so.

Reminders that send themselves

Booking confirmations, appointment reminders and on-my-way texts.

Google reviews

Connect your Google Business Profile once. Your reviews come to you, and you answer them without leaving ServFlo.

  • Connect your Google Business Profile with your Google sign-in
  • Reviews sync every six hours, or whenever you click Sync now
  • Reviews from your own customers are matched to them
  • AI drafts replies from the review and that customer's last job
  • A thank-you email after each job asks for a review
AT

Ana Torres

2 days ago · Google

Customer · Thermostat swap, Oct 5

Luis came out the same afternoon I called, explained exactly why our thermostat kept short-cycling, and had a new one wired up in under an hour. Fair price, and he cleaned up after himself. We'll be calling Bright Air for our fall tune-up.

Drafted by Flo

From the review and her last job
Thank you, Ana! We'll pass this along to Luis. He takes real pride in leaving a home cleaner than he found it. Glad the new thermostat is keeping things steady, and we'll see you for that fall tune-up. You can pick an arrival window online anytime.
Post replyRewriteNothing posts until you approve

Google rating

4.9

212 reviews

  • 5196
  • 412
  • 32
  • 21
  • 11
3 need a replySync now

Automatic reminders and follow-ups

Start from ready-made messages for field service, edit the words, and turn them on.

  • Booking confirmations, and reminders 24 hours and 2 hours before
  • On-my-way texts with the tech's first name and ETA
  • Quote follow-ups and overdue invoice reminders
  • Build your own: before or after a visit, a quote or a due date
  • Quiet hours, a daily limit per customer, and STOP handled for you
app.servflo.ai/schedule

Schedule

Wednesday, October 14

TodayDayWeekMapNew job
Team
7 AM
8
9
10
11
12 PM
1
2
3

Dana Reyes

3 jobs

Morgan Lee

Water heater repair

Hartley Dental

Rooftop unit service

Sam Kowalski

Furnace tune-up

Luis Ortega

3 jobs

Oak Ridge HOA

Heat pump install

Jen Alvarez

Thermostat swap

Carlos Mendez

No-heat call

Priya Shah

3 jobs

Pat Ruiz

Maintenance visit

Linda Osei

Duct cleaning

The Brennans

Estimate: new system

Marcus Cole

3 jobs

Riverside Cafe

Walk-in cooler

Dev Patel

AC not cooling

Grace Kim

Membership visit

Unassigned · 2
Emergency: no heat · Elm StEstimate · 9 Birch Ln

Email and text campaigns

Send one message to the right customers, see who it reached, and what it brought in.

  • Pick who gets it by tags, ZIP code, last service, membership, lifetime value or equipment
  • Or use your customer insights: service due soon, likely replacements, customers at risk
  • See how many you can reach before you send: only customers who agreed to marketing get it
  • Let AI draft the email and text, send yourself a test, then send now or schedule it
  • Unsubscribe links, the STOP line and quiet hours are added for you
  • Results show deliveries, opens and clicks where your email service reports them, unsubscribes, and the requests, jobs and paid invoices that followed
app.servflo.ai/reports/revenue

Reports

Revenue

Jul 13 – Oct 4, 2026vs previous 12 weeksCSV

Revenue

$248,630

12.4%vs $221,200

Jobs completed

612

8.1%vs 566

Average ticket

$406

3.9%vs $391

Close rate

46%

2.1 ptsvs 48.1%

Revenue by week

This periodPrevious
$30k$20k$10k$0

Week of Sep 7$23,500

16.3%vs $20,200

Jul 13Jul 20Jul 27Aug 3Aug 10Aug 17Aug 24Aug 31Sep 7Sep 14Sep 21Sep 28
Revenue by serviceJobsRevenueShare
Installs and replacements41$98,36040%
Repairs288$86,94035%
Maintenance and tune-ups236$31,86013%
Memberships—$21,2649%
Duct cleaning and air quality47$10,2064%

Referrals

Turn happy customers into new ones, with a reward for both.

  • Every customer gets their own referral link, also in their customer portal and your emails
  • Friends land on a page with your offer and send a request in a minute
  • Choose the rewards: a credit on their invoice, a discount, or a gift card you send
  • A referral counts when the new customer pays their first invoice
  • Self-referrals and existing customers earn nothing, and you can cap rewards per customer
  • See who referred whom, conversions and rewards in one report
app.servflo.ai/reports/revenue

Reports

Revenue

Jul 13 – Oct 4, 2026vs previous 12 weeksCSV

Revenue

$248,630

12.4%vs $221,200

Jobs completed

612

8.1%vs 566

Average ticket

$406

3.9%vs $391

Close rate

46%

2.1 ptsvs 48.1%

Revenue by week

This periodPrevious
$30k$20k$10k$0

Week of Sep 7$23,500

16.3%vs $20,200

Jul 13Jul 20Jul 27Aug 3Aug 10Aug 17Aug 24Aug 31Sep 7Sep 14Sep 21Sep 28
Revenue by serviceJobsRevenueShare
Installs and replacements41$98,36040%
Repairs288$86,94035%
Maintenance and tune-ups236$31,86013%
Memberships—$21,2649%
Duct cleaning and air quality47$10,2064%

Bring past customers back

Reach the right customers with the right message, without exporting a list.

  • Win-back emails to customers you haven't seen in a year
  • Branded email and text templates with merge fields
  • Test two versions of a message to see which works
  • Tracked QR codes show which truck or sign brought in bookings
app.servflo.ai/reports/revenue

Reports

Revenue

Jul 13 – Oct 4, 2026vs previous 12 weeksCSV

Revenue

$248,630

12.4%vs $221,200

Jobs completed

612

8.1%vs 566

Average ticket

$406

3.9%vs $391

Close rate

46%

2.1 ptsvs 48.1%

Revenue by week

This periodPrevious
$30k$20k$10k$0

Week of Sep 7$23,500

16.3%vs $20,200

Jul 13Jul 20Jul 27Aug 3Aug 10Aug 17Aug 24Aug 31Sep 7Sep 14Sep 21Sep 28
Revenue by serviceJobsRevenueShare
Installs and replacements41$98,36040%
Repairs288$86,94035%
Maintenance and tune-ups236$31,86013%
Memberships—$21,2649%
Duct cleaning and air quality47$10,2064%

Questions, answered

Something else on your mind? Ask us and a person will answer.

Can I only ask happy customers for a review?

No, and you shouldn't. Google's rules forbid sending only happy customers to review you. ServFlo asks every customer the same way after the job, which keeps your profile safe.

Do texts cost extra?

Every plan includes a monthly allowance of texts. Texts past the allowance are 2.5¢ per message segment, and your billing page shows how many you've used this month.

Will customers get texts late at night?

No. Quiet hours hold messages from 9 PM to 8 AM in your time zone by default. On-my-way texts still go out, since the tech is already driving there.

How do customers opt out?

They can reply STOP to any text, or use the unsubscribe link in any email. ServFlo records consent for each phone number and email address and won't text a number that opted out.

Who gets a marketing campaign?

Only customers who agreed to marketing and haven't unsubscribed or replied STOP. Texts also need permission to text that number. ServFlo checks every person again just before sending and shows who was skipped and why.

How do referral rewards work?

You choose what the person who referred and the new customer get. A credit or discount goes on an invoice as a line; a gift card is marked as sent when you send it. Each reward is issued once.

Can I see every message that went out?

Yes. The Messages log shows each email and text with the exact words sent, when it was delivered, and why a message was held or skipped. Replies come into an inbox in ServFlo.

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