HVAC, Plumbing & Electrical SoftwareWith 11 AI Tools Built In
Most shop owners start the day on the phone, working out who goes where. ServiceMerge puts every job, tech and invoice on one board. It answers the calls you miss after hours, and it writes up estimates from what you tell it on the drive home.
I Built This Because I Needed It
“I'm a licensed Florida contractor. I ran my own trade company for 20 years and sold it, then built ServiceMerge around the headaches I had and kept hearing from other contractors. It's the platform I wished existed.”
How a job moves through ServiceMerge
Here's what a normal day looks like with it, and the rest of the tools a shop ends up needing.
Someone picks up at 2 AM
When a customer calls after hours, the AI receptionist answers on your business number, finds them in your customer list, puts the job on the board and texts them a confirmation. You see it on the board in the morning.
- Answers on your business number, day or night
- The job lands on your dispatch board
- The customer gets a text confirming the time
Talk through the job and get an estimate back
On the drive back, describe the job the way you'd explain it to a helper. ServiceMerge turns it into line items priced from your own price book, ready for the customer to sign.
- Priced from your price book
- The customer signs on your tech's phone
- Becomes the invoice when the work is done
Collect payment while you're still on site
Send the invoice from the job, take a card or ACH payment through Stripe, and let it sync to QuickBooks Online by itself. The money usually reaches your bank in one to two days.
- Card or ACH, paid out in 1 to 2 days
- See what's open, overdue and paid
- Syncs with QuickBooks Online
| INV-2041 | Hollis Residence | PAID | $1,905.00 |
| INV-2040 | Quarry Street Deli | SENT | $2,380.00 |
| INV-2038 | Okafor Residence | OVERDUE | $640.00 |
| INV-2036 | Harbor Fitness | PAID | $4,120.00 |
What your techs see on their phone
Techs see their jobs, directions, customer notes and what's on the truck. They take photos and collect signatures and payments on site. When they pull into the driveway, the app marks them arrived on its own.
- Jobs, customers, map and messages on the home screen
- Truck stock counted on the phone
- Arrival and departure logged automatically
The rest of the toolbox
What changes once you switch
After-hours calls get answered and booked instead of going to voicemail.
The invoice, the signature and the payment all happen at the job.
QuickBooks stays in sync, so nobody types an invoice twice.
Plans start at $29 a month, and you can try it free for 14 days first.
Try it on next week's jobs
Put a couple of weeks of real jobs through it and see if it fits. You won't need a card.