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Guides

Your business. Still yours.

Your offers, your prices, your process, and your own website. SRVZr gives you tools to shape the business around the way you work: customize your site with AI without writing code, connect your offers to SRVZ, and assign agents the recurring work you want help with. You stay in charge.

OwnershipBusiness flowsPricingControl
Soft 3D illustration of a business owner organizing work in a compact workshop with a team member and customers

Define the offer you want to stand behind.

Choose the scope, pricing approach, customer questions, and booking process for your service. Use defined prices where they make sense, and a reviewed quote when the work needs your judgment.

A business flow captures your process so the team can follow it consistently. Start with one common job and adjust the questions and handoffs to the way your business actually operates.

Set the pricing approach you want to use.

Choose the available pricing options for the service. This example shows a fixed rate with a distance charge.

SRVZr · Example data

Set the pricing approach you want to use.

SRVZr service pricing setup with fixed-rate and distance-pricing controlsSRVZr service pricing setup with fixed-rate and distance-pricing controls

Choose the available pricing options for the service. This example shows a fixed rate with a distance charge. Example data shown.

Give the details somewhere to belong.

Keep requests, customer information, quotes, work orders, files, and schedules connected. The aim is to make the next decision easier without rebuilding the job’s history at every handoff.

Use the tools that fit your operation: services, rentals, events, sales, websites, teams, or other supported workflows. Add the next piece when it solves a real problem for the business.

Give every job a clear handoff.

The work order brings the customer, appointment, agreed scope, and practical instructions into one view.

SRVZr · Example data

Give every job a clear handoff.

SRVZr work order showing a drain-clearing visit, appointment time, customer, scope, and access notesSRVZr work order showing a drain-clearing visit, appointment time, customer, scope, and access notes

The work order brings the customer, appointment, agreed scope, and practical instructions into one view. Example data shown.

Choose what you share and what you approve.

Review your public offer before publishing it. Your business profile and listing give customers a way to understand who they are booking and what you provide.

AI can help prepare and coordinate work within the permissions and approval settings you configure. Review the rules for consequential changes and keep decisions that need your judgment in the right hands.

Give an agent a useful job.

Choose a task template or write your own instructions. Assign a morning briefing, inbox review, or weekly business summary on a schedule.

SRVZr · Example data

Give an agent a useful job.

SRVZr Agents workspace showing morning briefing, inbox triage, and weekly business review agentsSRVZr Agents workspace showing morning briefing, inbox triage, and weekly business review agents

Choose a task template or write your own instructions. Assign a morning briefing, inbox review, or weekly business summary on a schedule. Example data shown.

Your site. Your agents. Your way of working.

Build a website with your own identity, offers, customer questions, and ways to book in Sites. Your site is yours to shape: customize the design, pages, and behavior by describing what you want to the AI. It works with real, editable code, so you don’t have to write it yourself. You can also inspect the files and download the project as a ZIP.

Give an agent a practical job: prepare a morning briefing, draft customer replies, or review work orders waiting for attention. Start with a template or describe the task, then choose a schedule or supported trigger. It uses the connected business tools and records available to it, so your instructions guide the help, and your business records give it context. Review the result and proposed changes, refine the instructions, or pause the agent whenever you need.

The goal is more time for the actual work.

SRVZr exists to remove repetitive preparation, coordination, and administration around the business you built. Define the process once, keep the job details connected, and use agents for the work you choose to delegate.

Over time, the direction is a system that helps improve the flow from completed jobs and coordinates more of the routine handoffs. Your standards, customer relationships, pricing decisions, and responsibility for delivery remain central.

Common questions

Does SRVZr take over my business or set all my prices?

No. You configure your offering, pricing approach, forms, and flows. Review current plans, platform terms, and payment arrangements for the tools you choose.

Do I have to automate every decision?

No. Use defined rules for repeatable work and deliberate review where a quote, exception, or change needs your judgment. Check the permissions and approval settings for any AI workflow.

Start with your next piece of work.

Choose one offer, make the site your own, and give an agent one clear task. Use the guides below to connect the pieces around the way your business works.

Open SRVZr