Business software for work out in the field.
SRVZr gives field service businesses a place to define their services, collect job details, prepare prices and quotes, and carry the same customer context into work orders and scheduling. Build the process around the way your team actually works.
A drain-clearing request, with the details attached.
A customer describes the blockage, adds photos, and provides access information. Your flow gathers the details before you review the price, agree on the work, and schedule the visit. The work order keeps the job information together for the person doing it.
Collect what changes the job.
A name and a phone number rarely tell the whole story. Use a work order form to collect the location, measurements, photos, access notes, or service choices your business needs.
Connect forms to a service flow so the customer moves through a deliberate sequence. Use pricing logic where the answer is predictable and a quote review where the job needs your judgment.
Collect the details before the next decision.
Build the questions around the information your team needs. This example request keeps the problem and access notes together.
SRVZr · Example dataKeep the handoff connected.
Requests, customers, quotes, work orders, and calendar entries each have a purpose. Keep them linked as a job moves from inquiry to fulfillment, rather than retyping its history at every step.
- Define your service area and the scope of the offer.
- Collect information before committing to a price or time.
- Review the accepted work, schedule, customer notes, and invoice together.
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 dataMake your first flow small enough to test.
Start with one common service, one normal booking, and one exception. Check what happens when a photo is missing, a request is outside your coverage, or the work needs a reviewed quote. Expand after the complete path makes sense for your customers and team.
Give every job a clear handoff.
The work order brings the customer, appointment, agreed scope, and practical instructions into one view.
SRVZr · Example dataYour site. Your agents. Your way of working.
Build a service website with the quote questions, job photos, and booking actions your business needs 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: review new work orders each morning, flag missing access details, and draft the questions your team should ask. 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 the customer request and the visit stay part of the same conversation. Review the result and proposed changes, refine the instructions, or pause the agent whenever you need.
Common questions
Can I use SRVZr for a cleaning or plumbing business?
Yes. Services, forms, quotes, work orders, scheduling, and invoicing can support those businesses. Configure the questions, coverage, pricing, and approvals for the service you actually provide.
Does every request get an automatic price?
Your flow determines how pricing works. Use defined prices or calculations where appropriate, and keep a quote review for jobs that need a decision.
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
