SServora custom software
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First ImpressionsCapture every lead, form, and new client cleanly the first time, without the back-and-forth.Your AI WorkforceTireless agents that answer calls, chase leads, and coach your team around the clock.Every ConversationCalls, texts, and messages in one shared thread so no customer ever slips away.Automated PipelinesEnd-to-end workflows that carry every job from first contact to paid, shown as living diagrams.Out In The FieldRun crews, jobs, and gear from a phone and finish every day fully accounted for.Paperwork, HandledTurn field data and business numbers into polished documents, reports, and clean records.Eyes On EverythingTurn cameras and doors into a system that watches, controls access, and alerts you.Getting FoundWebsites, tracking, and local search that turn attention into measurable, booked business.Command Your BusinessOne login to run your whole operation, your team, and your clients from a single place.Built For Your TradeComplete systems shaped around one industry, from contractors to clinics to law firms.Browse all 94 systemsThe full catalog, with filters and searchBrowse by industry17 industries, from contractors to clinicsRequest a custom buildBook a call and have it builtServora homeBack to the main site

Servora custom software

Software built around your business.

Browse the systems and pipelines we build for operators like you. See what is possible, picture it in your business, then have yours made to fit exactly how you work.

New to this? Start here.A one-minute look at what custom software is and how getting yours built actually works.

First Impressions

Capture every lead, form, and new client cleanly the first time, without the back-and-forth.

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Your AI Workforce

Tireless agents that answer calls, chase leads, and coach your team around the clock.

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Every Conversation

Calls, texts, and messages in one shared thread so no customer ever slips away.

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Automated Pipelines

End-to-end workflows that carry every job from first contact to paid, shown as living diagrams.

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Out In The Field

Run crews, jobs, and gear from a phone and finish every day fully accounted for.

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Paperwork, Handled

Turn field data and business numbers into polished documents, reports, and clean records.

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Eyes On Everything

Turn cameras and doors into a system that watches, controls access, and alerts you.

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Getting Found

Websites, tracking, and local search that turn attention into measurable, booked business.

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Command Your Business

One login to run your whole operation, your team, and your clients from a single place.

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Built For Your Trade

Complete systems shaped around one industry, from contractors to clinics to law firms.

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Browse by industry

Every system is tagged with the businesses it fits. Pick yours and see only what applies.

All industries →

The full catalog

All 94 systems and pipelines

Every system we build, on one page. Filter by industry, collection, or type, search by name, and switch to the list view to read them side by side.

Type

Collection

Industry

Showing all 94 systems

CC
First Impressions
Custom Client Intake Forms

Send polished, branded forms that collect exactly what you need the first time.

QC
First Impressions
Quick-Capture Call Forms

Log every caller's details in seconds while you are still on the phone.

CR
First Impressions
Client Records Hub

Every client, contact, and note in one searchable place your whole team can trust.

Branded Client Portal
ProjectDocumentsMessages
A secure login for each
A personalized dashboard showing only
First Impressions
Branded Client Portal

Give clients a private login to see their info, files, and updates anytime.

Digital Inspection & Checklist Forms
We build your checklist
Your tech opens it
They tap results and
Every tick records who and when
Out In The Field
Digital Inspection & Checklist Forms

Run inspections and checklists on a phone, with photos, and finish before you leave.

OB
First Impressions
Online Booking & Service Request Intake

Let clients request service or book time themselves, day or night, without a call.

DC
First Impressions
Document Collection & E-Signature

Collect signed paperwork and files from clients without the printing and chasing.

Capture
Qualify
Route
Respond
Follow up
Pipeline
Every Conversation
Website Lead Capture & Routing

Turn website visitors into organized leads that reach the right person instantly.

Call answered
Understand the caller
Answer or quote
Book or take a message
Confirm and hand off
Pipeline
Your AI Workforce
AI Phone Receptionist

Answers every call, books the job, and never sends a customer to voicemail.

Lead arrives
Instant first reply
Qualify
Follow up
Book or hand off
Pipeline
Your AI Workforce
AI Instant Lead Responder

Replies to every new lead in seconds and keeps chasing until they book or say no.

AI Website Chat Assistant
Answer the same common questions automatically
The lead and the full chat
Your AI Workforce
AI Website Chat Assistant

A 24/7 helper on your site that answers questions and turns visitors into leads.

Appointment scheduled
Reminder sent
Customer responds
Reschedule if needed
Calendar updated
Pipeline
Your AI Workforce
AI Appointment Reminder Agent

Confirms every appointment by voice and text so no-shows stop costing you money.

Job completed
Review requested
Review received
Reply drafted
You approve
Pipeline
Your AI Workforce
AI Review and Reputation Agent

Asks happy customers for reviews and drafts replies so your reputation grows itself.

AI Staff Knowledge Base
Let new hires get answers without
You review common questions and fill
Your AI Workforce
AI Staff Knowledge Base

Your whole company's know-how in one place your team can just ask out loud.

AI Employee Training Coach
Onboard a new hire without tying
You see who has completed training
Your AI Workforce
AI Employee Training Coach

Trains and coaches your team on your way of doing things, for every new hire.

AI Business Copilot
Get the number you need without
It can flag things worth your
Your AI Workforce
AI Business Copilot

An assistant that lives in your operation and answers anything about your business.

Unified Inbox
Start your day with one screen
Every reply is saved to that
Every Conversation
Unified Inbox

Every email, text, and website message in one shared screen your whole team can work from.

Job completed
Smart wait
Request sent
Reminder
Review tracked
Pipeline
Every Conversation
Automatic Review Requests

Turn every finished job into a fresh 5-star review without lifting a finger.

SMS Broadcast
Fill a slow day by texting
Replies come back to your team
Every Conversation
SMS Broadcast

Reach every customer's phone in seconds with a text they will actually read.

Secure Client Messaging Portal
Send contracts, statements, or records without
Both sides get notified when there
Every Conversation
Secure Client Messaging Portal

A private, secure place to message clients and share sensitive files without email risk.

Team Communication Hub
Post a company announcement once instead
Everything is searchable, so past answers
Every Conversation
Team Communication Hub

One private hub where your team shares updates, announcements, and job details.

Email arrives
Read and sorted
Draft prepared
You review
Sent and logged
Pipeline
Every Conversation
Smart Email Assistant

Sort, prioritize, and draft replies to your incoming email so you get hours back.

Call missed
Instant text back
Caller replies
You follow up
Outcome logged
Pipeline
Every Conversation
Missed-Call Text-Back

Never lose a caller again: every missed call gets an instant, friendly text back.

Visitor arrives
Question asked
Details captured
Handed to your team
Lead followed up
Pipeline
Every Conversation
Website Chat and Lead Capture

Turn website visitors into conversations and captured leads before they leave.

Lead In
Qualified
Form Signed
Quote Sent
Won
Pipeline
Automated Pipelines
Lead-to-Quote Pipeline

Turn every new inquiry into a signed agreement and a sent quote, automatically.

Welcome Sent
Info Collected
Agreements Signed
Reviewed
Active
Pipeline
Automated Pipelines
Client Onboarding Pipeline

Give every new client a smooth, professional start without the back-and-forth.

Request In
Priced
Bid Sent
Decision
Awarded
Pipeline
Automated Pipelines
Automated Bidding & Estimating Pipeline

Build accurate bids in minutes and get them out the door before competitors reply.

Booked
Assigned
En Route
On Site
Completed
Pipeline
Automated Pipelines
Dispatch & Scheduling Pipeline

Get the right crew to the right job at the right time, every day.

Invoice Sent
Due
Reminded
Overdue
Paid
Pipeline
Automated Pipelines
Invoicing & Collections Pipeline

Send invoices on time and get paid faster without chasing every dollar.

Applied
Screened
Interviewed
Offer Sent
Hired
Pipeline
Automated Pipelines
Hiring & Applicant Pipeline

Move candidates from applied to hired without losing good people to slow replies.

Requested
Signed Out
In Use
Returned
Inspected
Pipeline
Automated Pipelines
Employee Equipment Sign-Out System

Know who has every tool and vehicle, and get them back in good condition.

Reserved
Agreement Signed
Out
Returned
Closed
Pipeline
Automated Pipelines
Customer Equipment Rental Pipeline

Rent out your equipment with reservations, agreements, and deposits handled for you.

Intake
In Progress
Review
Handoff
Done
Pipeline
Automated Pipelines
Custom Workflow Pipeline

Turn any repeatable process in your business into a clear, tracked pipeline.

GPS Time Clock & Hours Tracking
8:00A mobile clock-in and
10:30Location stamping that records
1:00A secure database that
Clocked in · on site
Out In The Field
GPS Time Clock & Hours Tracking

Turn accurate clock-ins into effortless, dispute-free payroll.

Crew Scheduling & Dispatch Board
8:00A drag-and-drop calendar and
10:30A worker view that
1:00Automatic text and email
Two crews, zero overlaps
Out In The Field
Crew Scheduling & Dispatch Board

Put the right people on the right job every day, without the phone tag.

Booked
Scheduled
In progress
Closeout
Invoiced & paid
Pipeline
Out In The Field
Job Command Center

Track every job from booked to paid, all in one place.

Materials & Inventory Tracking
A materials list
A simple check-in
Low-stock alerts that
Low stock caught early
Out In The Field
Materials & Inventory Tracking

Always know what you have, what a job used, and what to reorder.

Shared Checklists & Daily Job Logs
You build checklists once
A worker opens the
They check off each
Every tick records who and when
Out In The Field
Shared Checklists & Daily Job Logs

Make sure every step gets done right and gets written down.

Walk & log
Assign
Resolve
Verify
Sign-off
Pipeline
Out In The Field
Punch List & Job Closeout

Close jobs faster with a clear, photo-backed final to-do list.

Created
Dispatched
On site
Completed
Invoiced
Pipeline
Out In The Field
Digital Work Orders & Field Service

Send crews with everything they need and get back a proof-of-work record.

Custom Report Builder
Monday 7:00 AM · report sent
Paperwork, Handled
Custom Report Builder

Turn your business numbers into polished, branded reports in minutes, not hours.

Schedule and assign
On-site capture
Auto-assemble report
Client review and sign
Deliver and archive
Pipeline
Paperwork, Handled
Field Inspection Report Maker

Finish inspection reports on site and hand the client a polished PDF before you leave.

Build the quote
Send the proposal
Client reviews
Accept and sign
Convert to job
Pipeline
Paperwork, Handled
Proposal and Estimate Generator

Send accurate, professional quotes in minutes and win more of the jobs you bid.

Capture receipt
Submit
Manager approval
Reimburse
Report and export
Pipeline
Paperwork, Handled
Expense Reporting and Reimbursement System

Let staff submit expenses from their phone and approve reimbursements without the paper chase.

Digital Inventory Tracker
A barcode and
A secure item
Automatic low-stock alerts
Counted without a clipboard
Paperwork, Handled
Digital Inventory Tracker

Know exactly what you have, what is running low, and what it is worth, in real time.

Compliance Document Packs
We load your required
The system tracks each
Reminders warn you well
Every tick records who and when
Paperwork, Handled
Compliance Document Packs

Keep every certificate, policy, and safety record current and ready to hand over.

Tax Document Organizer and Prep Packet
Year-end packet · ready
Paperwork, Handled
Tax Document Organizer and Prep Packet

Keep tax paperwork organized all year and hand your accountant a clean, complete packet.

Automated Document Generator
Filled and generated in seconds
Paperwork, Handled
Automated Document Generator

Fill contracts, letters, and certificates in seconds from templates you set up once.

Smart Camera Monitoring
CAM 1
CAM 2
CAM 3
CAM 4
Motion on camera 3, 2:14 AM
Eyes On Everything
Smart Camera Monitoring

Turn the cameras you already have into a system that watches and alerts you

Foot Traffic & Occupancy Counter
CAM 1
CAM 2
CAM 3
CAM 4
61 in the building right now
Eyes On Everything
Foot Traffic & Occupancy Counter

See how many people come in, when, and how full your space is right now

Face Recognition Door Access
CAM 1
CAM 2
CAM 3
CAM 4
Door opened · Dana W.
Eyes On Everything
Face Recognition Door Access

Let the right people in hands-free and keep a record of every entry

Request
Approve
Issue
Active
Revoke
Pipeline
Eyes On Everything
Keycard & Fob Access Control

Replace physical keys with cards you can turn on or off in an instant

Fingerprint & Biometric Locks
CAM 1
CAM 2
CAM 3
CAM 4
Print matched · unlocked
Eyes On Everything
Fingerprint & Biometric Locks

Open secure doors with a fingertip and stop sharing keys and codes

Pre-register
Arrive
Notify host
Badge & enter
Check out
Pipeline
Eyes On Everything
Visitor Check-In & Watchlist

Sign visitors in fast, alert the right host, and flag anyone you should not let in

License Plate & Vehicle Recognition
CAM 1
CAM 2
CAM 3
CAM 4
Plate 7KD 412 · gate opened
Eyes On Everything
License Plate & Vehicle Recognition

Read plates automatically to open gates, manage parking, and spot known vehicles

Security Command Center
CAM 1
CAM 2
CAM 3
CAM 4
All 12 feeds healthy
Eyes On Everything
Security Command Center

Run cameras, doors, and alarms for every location from one screen

Conversion Tracking &
This ad paid for itself
Getting Found
Conversion Tracking & Pixel Setup

See exactly which clicks, calls, and forms turn into real paying customers.

Audit
Plan
Build
Test
Launch & train
Pipeline
Getting Found
Website Rebuild for Full Control & Insight

A faster website you fully own, built to measure everything and load in a snap.

Define target
Collect
Clean
Deliver
Feed outreach
Pipeline
Getting Found
Lead Finder & Outreach List Builder

A steady flow of qualified prospect lists so your pipeline never runs dry.

Custom QR Code
Scanned · lead captured
Getting Found
Custom QR Code Campaigns

Trackable QR codes that turn print, signs, and packaging into measurable leads.

Define the offer
Design & write
Wire the form
Launch
Test & improve
Pipeline
Getting Found
High-Converting Landing Pages

Focused pages built to turn ad clicks and visitors into booked leads.

Business Analytics Dashboard
84%connections to your
312a set of
$9.4kclear charts and
Getting Found
Business Analytics Dashboard

One clean screen showing your traffic, leads, and sales without the spreadsheet mess.

Tag sources
Track visitors
Connect to sales
Report by channel
Reallocate
Pipeline
Getting Found
Marketing Attribution & ROI Tracking

Know which ads, posts, and channels actually make you money, down to the dollar.

Audit
Optimize profile
Build local pages
Grow reviews
Track results
Pipeline
Getting Found
Local Search & Google Profile Growth

Show up first when nearby customers search, and turn those searches into calls.

Unified Business Hub
84%A secure central
312A clean dashboard
$9.4kUser accounts with
Command Your Business
Unified Business Hub

Run every part of your business, or several businesses, from one login.

Team & Employee Portal
TodayWorkMe
A staff login area separate
A shared library of company
Command Your Business
Team & Employee Portal

One internal hub for schedules, documents, templates, and daily work.

Membership & Subscription Portal
PlanBillingPerks
A sign-up and login area
Recurring billing that charges members
Command Your Business
Membership & Subscription Portal

Turn one-time customers into paying members with a login they renew.

Customer browses availability
Books and pays
Automatic confirmation
Reminder before the appointment
You deliver the service
Follow-up and rebooking
Pipeline
Command Your Business
Booking & Appointment App

Let customers book and pay online while your calendar fills itself.

Multi-Location & Franchise Dashboard
84%A central dashboard
312Side-by-side comparison views
$9.4kPer-location logins so
Command Your Business
Multi-Location & Franchise Dashboard

See every location's numbers side by side from one screen.

Custom Web & Mobile App
HomeYoursMore
A design shaped entirely around
A secure database that stores
Command Your Business
Custom Web & Mobile App

A made-to-order app that does exactly what your business needs.

Order comes in
Assigned to a driver or crew
Route planned
Out for delivery
Delivered and confirmed
Customer notified
Pipeline
Command Your Business
Logistics, Dispatch & Delivery Platform

Track every order, driver, and delivery from one live screen.

New lead
Estimate sent
Scheduled
In progress
Invoiced and paid
Pipeline
Built For Your Trade
Contractor Job-to-Cash System

Turn every lead into a scheduled job and a paid invoice, all in one place.

Inquiry
Conflict check
Retained
Active matter
Closed
Pipeline
Built For Your Trade
Law Firm Intake and Matter Manager

Sign the right clients, open matters cleanly, and never miss a deadline.

Quote requested
Quoted
Bound
Renewal watch
Claims
Pipeline
Built For Your Trade
Insurance Agency Policy and Claims Hub

Quote, bind, and renew policies while keeping every client and claim on track.

Restaurant Orders and Guest System
An online ordering menu
A reservation and waitlist
Table 6 · order fired
Built For Your Trade
Restaurant Orders and Guest System

Take orders and reservations online and turn first-time diners into regulars.

Order in
Dispatched
On the way
Delivered
Closed out
Pipeline
Built For Your Trade
Delivery Dispatch and Tracking System

Route drivers, keep customers informed, and prove every delivery landed.

Software Company Customer and Billing Platform
84%a customer account
312a guided onboarding
$9.4krecurring subscription billing
Built For Your Trade
Software Company Customer and Billing Platform

Onboard new customers, bill subscriptions, and support them from one hub.

New lead
Showing
Offer
Under contract
Closed
Pipeline
Built For Your Trade
Real Estate Listing-to-Closing System

Carry every buyer and seller from first contact all the way to the closing table.

Booked
Pre-visit
Reminded
Checked in
Follow-up
Pipeline
Built For Your Trade
Clinic Scheduling and Patient Intake System

Fill the schedule, cut no-shows, and get patients checked in without the clipboard.

All-in-One Small Business Operations Hub
84%a customer database
312an online booking
$9.4kdigital invoices with
Built For Your Trade
All-in-One Small Business Operations Hub

Booking, invoicing, customers, and reviews in one simple system built around you.

Released
Routed
In production
Quality check
Finished & stocked
Pipeline
Built For Your Trade
Manufacturing Production & Shop Floor Tracker

Every work order, machine, and part on one live shop floor board.

Received
Put away
Picked
Packed
Shipped
Pipeline
Built For Your Trade
Warehouse & Fulfillment Management System

Receiving to shipping, scanned and accounted for at every step.

Retail Point-of-Sale & Loyalty System
Point-of-sale checkout for card
Live stock sync at
Sale rung · points added
Built For Your Trade
Retail Point-of-Sale & Loyalty System

Ring up sales, sync stock, and turn one-time buyers into regulars.

Bill received
Coded & matched
Pending approval
Approved
Scheduled
Paid
Pipeline
Automated Pipelines
Accounts Payable & Bill Approval Pipeline

Every vendor bill captured, routed for approval, and paid on time.

Requested
Approved
Ordered
Partially received
Received & closed
Pipeline
Automated Pipelines
Purchase Order & Procurement Pipeline

Raise it, approve it, receive against it, all in one trail.

Planning
Kickoff
In progress
Review
Delivered
Pipeline
Automated Pipelines
Project Management & Milestone Pipeline

Phases, tasks, and budgets moving forward on one board.

Registered
Active
Claim opened
In service
Renewed / closed
Pipeline
Automated Pipelines
Warranty & Service Contract Pipeline

Every agreement, claim, and renewal tracked before it lapses.

AI Outbound Sales & Follow-Up Agent
Drop in a list of old
Anything that needs a human is
Your AI Workforce
AI Outbound Sales & Follow-Up Agent

An AI that works your lead list, follows up, and books the meeting.

AI Document & Invoice Data Extraction
Read, extracted, filed
Your AI Workforce
AI Document & Invoice Data Extraction

Turn PDFs, invoices, and forms into clean data automatically.

Requested
Booked
Confirmed
Reminded
Completed
Pipeline
Automated Pipelines
Appointment & Job Scheduling Pipeline

From request to reminder to completed, every booking on track.

Customer Loyalty & Rewards Program
Points, punch cards, and
Customer profiles and purchase
Reward unlocked · they came back
Getting Found
Customer Loyalty & Rewards Program

Points, tiers, and win-backs that bring customers back again.

Offer accepted
Paperwork
Equipment & access
Training
Fully onboarded
Pipeline
Automated Pipelines
Employee Onboarding & HR Pipeline

Every new hire through paperwork, gear, and training on day one.

AI Sales & Business Forecasting
84%AI revenue and
312Cash-flow projection
$9.4kTrend detection and
Paperwork, Handled
AI Sales & Business Forecasting

See revenue, demand, and cash flow before they happen.

Drafted
Signed
Active
Renewal approaching
Renewed / expired
Pipeline
Paperwork, Handled
Contract & Renewal Management System

Never miss a renewal, obligation, or expiration again.

Ready when you are

Have yours built.

Book a call. We map it to your operation, give you a fixed quote, and build it. You own what we build.

Book a call