More people. A clearer picture.
SRVZr connects the operational records around a team: work orders, customers, calendar entries, shifts, and locations. Use those tools to make ownership and context clearer as work moves between people.
The next person knows what happens next.
A manager reviews tomorrow's bookings, checks the relevant locations and shifts, and identifies work that still needs a decision. The team works from the customer and job information already attached to each record.
Make the schedule useful to the people doing the work.
Check more than the start time. A usable booking includes the location, customer, scope, and details needed for the handoff. Use the calendar and work order together when preparing the day.
See the commitments around the work.
The calendar puts workshops, consultations, sessions, and preparation time into a shared view of the week.
SRVZr · Example dataGive people the access their role needs.
Review team membership and permissions before sharing operational tools. Check the actual role and business account when a teammate cannot find a record or take an action; access is part of the setup.
- Keep saved locations and job addresses accurate.
- Review shifts and booking commitments together.
- Make the person responsible for an exception clear.
Keep the conversation close to the work.
Use the business inbox to review customer requests and the messages that explain what needs to happen next.
SRVZr · Example dataUse an agent for the preparation.
An agent can help summarize upcoming work and flag missing information from the records it is allowed to access. Review the result against the actual schedule before treating a suggested change as a confirmed assignment.
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 dataYour site. Your agents. Your way of working.
Build a business website with pages for each location and the right service or inquiry action for each team 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 from shifts, calendar entries, and work orders, highlighting handoffs that need 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 team gets a useful view of the work across its connected records. Review the result and proposed changes, refine the instructions, or pause the agent whenever you need.
Common questions
Can different team members have different access?
SRVZr includes team and permission settings. Review the roles available in your account and verify the access each person needs for their job.
Will an agent automatically resolve staffing gaps?
An agent can help identify gaps and prepare suggestions using available data. Confirm the people, timing, and permissions before applying an operational change.
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
