Features
Built for the trades.
Built for the trades.
Loaded with everything you need.
11 AI tools, smart dispatching, truck inventory, GPS geofencing, customer portals, branded invoicing, and 269+ more capabilities — all in one platform, at a price the big guys can't touch.
60+Core Features
269+Capabilities
11AI Tools
10+Trades Supported
AI & Automation
11 AI tools built specifically for the trades. Not chatbots — real workflow automation.
8 features
AI Estimate GeneratorAITurn a job description into priced line items and technical descriptions in seconds.
AI Trade PersonasAINEW22 expert templates across 8 trades and 3 tiers. The AI thinks like a master plumber, electrician, or HVAC tech.
AI Voice-to-EstimateAIDictate the job from the truck. Get a structured estimate back.
AI Add & Edit ModeAINEWRefine existing estimates without rebuilding from scratch.
AI DispatchingAIMulti-factor tech ranking by skill, workload, availability, and proximity.
AI Real-Time AlertsAIOne-click "assign to recommended tech" notifications as new jobs come in.
AI Marketing Email GeneratorAIAuto-write campaign copy that sounds like a human, not a bot.
AI Training & CustomizationAITune the AI's voice and standards to match your company's style.
Dispatch & Scheduling
Built for dispatchers, not designed by them. Move jobs, balance workloads, optimize routes — fast.
15 features
Drag-and-drop dispatch boardMove jobs across techs and days in one motion.
Multi-day calendar viewsDaily, weekly, and monthly perspectives with color-coded jobs.
Real-time conflict detectionAuto-warns when two jobs overlap on the same tech.
AI tech suggestionsTop 3 ranked techs every time you assign — with score breakdown.
Smart time displayShows actual arrival, GPS-detected, or scheduled times intelligently.
Recurring job schedulingWeekly, monthly, custom intervals. Set once, forget it.
Crew managementLead techs, helpers, multi-person jobs handled cleanly.
Tag-based assignmentsFilter and assign by skill, certification, or coverage area.
Route optimizationReorder a tech's day for shortest drive time.
Tech availability trackingTime off, on-call, vacation, and PTO all respected.
Service area mappingDefine and enforce coverage zones per tech or crew.
Multi-location supportMultiple offices, dispatched separately or together.
Capacity-based schedulingDon't double-book over-allocated techs.
One-click rescheduleWith auto-cleanup of duplicate schedule rows.
Schedule history & audit logEvery change tracked, every reassignment recorded.
Estimates & Quoting
From job description to signed estimate in 60 seconds. AI-assisted, customer-friendly.
15 features
AI estimate generatorAIFrom plain English to priced line items in seconds.
Multi-trade estimate templatesPer-trade pre-built libraries. 8 trades supported.
Voice-to-estimateAIDictate while driving. Estimate ready when you stop.
Customer signature captureOn-screen, archived, legally binding.
Branded PDF generationYour logo, your colors, your business info.
Email delivery with trackingCustomer-facing branded "from" address.
One-click convert to jobApproved estimate becomes a scheduled job instantly.
One-click convert to invoiceJob done? Invoice ready. No retyping.
Custom disclaimers per tradeAuto-applied to relevant work types.
Estimate approval workflowDraft, sent, approved, declined, expired — all tracked.
Customer self-service approvalCustomer signs online. No app to download.
Estimate expiration & auto-archiveNo stale quotes lingering in your pipeline.
"Add Items" mid-estimateNEWAppend line items while the customer is still standing there.
Multiple line item typesParts, labor, fees, taxes, discounts — all supported.
Photos attached to estimatesVisual proof of conditions, before-and-after.
Invoicing & Payments
Get paid on the truck, not three weeks later. Stripe, ACH, in-person, recurring — all built in.
15 features
One-click invoice creationFrom completed jobs. No retyping line items.
Stripe Connect integrationDirect deposit to your bank. Money in 2 days.
Customer portal paymentsPay link in every invoice email.
ACH bank transfersLower fees than cards for big-ticket jobs.
In-person paymentsOn the truck, on the job, before you leave.
Saved payment methodsFor memberships, retainers, and recurring billing.
Auto invoice remindersAuto-emailed at 7, 14, and 30 days past due.
Recurring invoicesMemberships, contracts, retainers — set and forget.
MembershipsFirst-class recurring service plans with auto-billing.
Partial payments trackedAuto-balance calculation, payment plan friendly.
Tax calculationMulti-jurisdiction support, configurable rates.
Refund trackingFull and partial, with audit trail.
Late payment feesAuto-applied per company policy.
QuickBooks Online syncTwo-way invoice and payment posting.
Magic-link customer loginNo passwords to manage. Frictionless payment.
Customer Management
Every customer. Every property. Every interaction. One unified record.
14 features
Multi-property customersCustomer with 5 rental units? Handled cleanly.
Service history per propertyComplete record per address, not just per customer.
Customer notesTime-stamped, with author tracking.
Custom fieldsAdd your own data points per customer or job.
Tags & segmentationFilter, segment, and report on any customer attribute.
Contact preferencesSMS opt-in, email frequency, language preference.
Communication logEvery email, SMS, and call automatically logged.
Equipment per propertySerial numbers, install dates, warranty tracking.
Customer self-service portalView history, pay invoices, request work.
Magic link authenticationCustomers log in via email. No passwords ever.
Online booking widgetCustomer-facing intake form for your website.
Customer-initiated quotesThey submit, you approve. Lead capture without a phone call.
Photos per customerBefore/after archives organized by job.
Documents per customerContracts, certifications, agreements all attached.
Field Operations
Everything your tech needs in the field. Nothing they don't.
17 features
Native iOS app + mobile tech portalNEWNative iPhone app on the App Store, plus a responsive web portal for any device.
Truck inventory trackingPer-truck stock levels and serial numbers.
Truck stock templatesReusable kits for common service types.
Auto-deduct on useTap a part, inventory updates instantly.
"From Your Truck" pickerTech sees only what they actually have on board.
GPS Smart GeofencingAuto-arrive at 150m, auto-depart at 300m.
GPS Guard v2Background tracking that doesn't drain the battery.
Time trackingClock in/out per job with auto-close protection.
Photo documentationRequired photos per job stage. Compliance-ready.
Digital signaturesEstimates, invoices, agreements, completion forms.
Job notes (tech-side)Field-only context for the office team.
8-state job workflowScheduled, dispatched, heads-up, in-progress, on-hold, completed, cancelled, rescheduled.
In-app messagingOffice to tech, tech to tech, threaded conversations.
Materials checklistTap-to-mark used parts during the job.
Truck Stock dashboardAt-a-glance fleet inventory health.
Wake Lock + Visibility APIGPS tracking continues even with screen off.
Push notificationsNew job assigned, schedule changed, message received.
Communication
Reach customers where they are. Never miss a message.
13 features
Centralized email infrastructureSendGrid SMTP relay. Authenticated domain. High deliverability.
Customer-facing branded emailTenant business name on every send.
SMS notificationsTwilio-powered customer alerts.
In-app messagingOffice ↔ tech, threaded, searchable.
Customer reply-routingReplies to your tenant inbox, not the platform.
Email template libraryPre-built and editable for every workflow.
Auto confirmationsBooking received, estimate sent, payment received.
Auto remindersUpcoming appointment, invoice due, follow-up.
Review request automationPost-job Google review prompts.
Booking request notificationsNew leads pinged in real-time.
Internal vs customer-facing notesClear separation. Never accidentally send the wrong one.
Email engagement trackingOpens, clicks, bounces — all visible.
Bounce & complaint handlingAuto-suppress bad addresses to protect deliverability.
Reporting & Analytics
Know what's working before it breaks. Real-time visibility into every dollar.
12 features
Real-time dashboardToday's jobs, revenue, alerts — at a glance.
Job profitabilityPer-job, per-tech, per-service-type margins.
Tech performance metricsJobs completed, revenue produced, hours worked.
Customer lifetime valueTotal revenue per customer, all time.
Revenue by service typeSee which services drive the business.
Tax summary reportsQuarterly and annual, ready for your accountant.
Activity logEvery action, every user, every timestamp.
Audit trailWho changed what, when, and why.
Custom date rangesCompare this week to last year. Any window.
Export to CSV / PDFAnywhere, anytime. Yours forever.
Login attempts logSecurity visibility. Failed logins flagged.
Deletion auditRecover and trace every soft-deleted record.
Marketing & Growth
Grow without hiring a marketer. AI does the writing. Automation does the sending.
10 features
AI-generated email campaignsAIWrite a subject. Get a campaign.
Campaign schedulerPick a date, walk away. Sends auto-deliver.
Email template libraryBranded, editable, reusable.
Drip campaignsMulti-step automated sequences for nurturing.
Customer-facing booking widgetEmbed on your existing website.
Online quote request formLead capture without a phone call.
Review request automationPost-completion Google review prompts.
Customer segmentationBy tag, service type, last visit, lifetime value.
Campaign analyticsOpen rates, click rates, replies — per send.
Magic-link customer onboardingFrictionless first visit. No passwords ever.
Admin, Security & Compliance
Enterprise-grade trust at trades-business prices.
15 features
Multi-tenant subdomainsyourcompany.servicemerge.com — out of the box.
Role-based access controlAdmin, dispatcher, tech, accountant, custom roles.
143 enforced permissionsGranular per-employee gating across the platform.
Multi-layer permission enforcementRoutes, fields, rows, writes, frontend — six layers.
Server-side permission filterEven API access respects every permission rule.
Audit logEvery admin action recorded with full context.
Login attempts trackingFailed logins flagged automatically.
IP allowlistRestrict admin access to trusted networks.
Soft delete protectionNothing permanently deleted by accident.
Data import (CSV)Migrate from any other system in one pass.
Data export (CSV / PDF)Yours forever. No lock-in. No exit fees.
Daily encrypted backupsOff-site, automated, tested restore process.
256-bit SSLWildcard certificate. All subdomains. Auto-renewed.
Custom fields engineExtend any data model. No code required.
Custom documents engineBuild your own forms, agreements, checklists.
...plus 30+ more capabilities you'll discover
Per-tenant feature gating, custom branding per company, equipment manufacturer database, expense tracking, contract templates, e-signature flows, accounting integrations, supplier APIs, and more — all included.
All this. Half what the big guys charge.
Stop paying enterprise prices for features you don't use. ServiceMerge gives trades businesses a complete platform — built specifically for the way you actually work — at a price that respects your margins.