The software
No different than the folders on your computer.
Capture the lead, send the estimate, get it signed, schedule the crew, manage your subs, and get paid. Every step lands in the same job folder with a time on it.
Your crew, your subs and your client all log in. None of them sees what the others see.
Who logs in
One record underneath, four surfaces on top. What a person cannot reach is written into the routes that serve them, so it holds whether or not somebody remembered a setting.
You and your office staff
Up to 24 tools in five plain groups, a home screen that lists what needs you, and a folder for every job. On the General Contractor plan the same console adds Vendors, Bid board and Subcontractors. It is not a second app, it is three more tools in the same rail.
Not on this screen: whatever a role's thirteen permission switches turn off. Take away "see money" and a job simply opens without money on it, instead of throwing an error at somebody mid shift.
Your customer, from a link
Opens in their phone browser with nothing to install, wearing your logo and your color. Four tabs: Project, Documents, Payments, Messages. A red dot marks the one thing waiting on them. They set a password once.
Not on this screen: your costs, your crew, your other clients, and any photo you did not switch on for them.
A sub you put on a job
Six tabs: Jobs, Bid on work, Timeline, Schedule, Insurance and W-9, and Extra logins, where a vendor company hands out up to five viewer seats of its own to its foremen. The scope they read is the one you wrote for them.
Not on this screen: your client, your pricing, and every other sub on the job. That separation is enforced in each subcontractor route, not left to a checkbox.
Your crew, in the van
Today and Work are always there. Jobs, Waiting, Tools, To do and Me appear only once your company actually uses them. A task that demands photos will not tick without them, and the refusal says how many are still missing.
Not on this screen: money, on any screen, ever. Client names and client phone numbers stay hidden from the crew until you switch them on.
Setup
Set up is a nine part checklist that sends you to the screen you need and gets out of the way. Only one item is actually required: at least one service you sell. Sign up and a sample job is already sitting in there to open, so you learn the shape of the thing before you put a real customer in it.
Catching the work
The phone rings while you're on the tools. A lead reaches Servora two ways and only two: somebody fills in a form you built, or you type it in while they are still talking. Nothing reads your inbox and nothing listens to your calls, so a lead exists because a person put it there.
Try it yourself
These two are live. Press the buttons the way you would in the app. Nothing is saved and nothing is sent, so press them as many times as you like.
Add a job. Press New job, then Create. That is all it ever takes.
Quick capture. Fast enough to finish while the caller is still talking.
Their information
You build the form out of your own fields, so it asks what your trade actually needs to know. The customer fills in their own name, address and scope, and it arrives spelled the way they spell it. Nobody retypes it into a second system later.
Bidding
Build it line by line, or upload the PDF you already have. You set a markup percentage and the client's copy folds it into the line prices, so your margin is priced in and not printed at the bottom for them to argue with.
Signed by
J. Alvarez
Mar 4, 2026 at 6:44 PM · 203.0.113.42
Nothing slips
All jobs sorts the whole company into pinned, needs your attention, and everything else, and the search runs across all of it rather than whatever folder you happen to have open. A client is filed as a person or as a business, and a business stacks every job it has ever given you under the company name. Jobs and clients are unlimited on both plans.
On the job
Your side, the console
Jobs are organized like the folders on your computer, and every one of them holds the same ten sections: Tasks, Costs and profit, Activity, Documents, Photos, Invoices, Messages, People, Materials, Checklists. The General Contractor plan adds Timeline, Subcontractors and Bids. Costs and profit prints two numbers on purpose, profit against what you billed and profit against what has actually landed in the bank, because those are different arguments.
Their side, the portal
The paper, handled
Invoices & payments
The money never passes through us. A card or ACH payment settles straight into your own connected Stripe account, and Servora adds $0.00 on top of it. There is no Servora balance, no payout schedule of ours to wait on, and no percentage of your job in our pocket.
Change orders: the client asks, you price it once, they sign, and the invoice activates the moment they do.
Card covers Visa, Mastercard, Amex, Discover, Apple Pay, Google Pay and Link. Card processing is billed by Stripe at Stripe's own published rate, on your own account.
Run the crew, and the subs
The quiet parts that keep customers
Six automations ship with the product and every one of them starts switched off, so nothing goes out until you turn it on. Each one that cannot run yet says exactly what it is missing and hands you the button that fixes it, and it never pretends to have sent something it could not send. Today the one that fires is the rule that puts your standard opening tasks on every new job.
The record
The activity trail is written as the job happens. The line that wins arguments is the signature, because it carries the signer's name, the time, and the IP address it came from, and the file locks the moment it lands.
Names and addresses here are made up, and the address 203.0.113.42 is one of the blocks reserved for documentation, so nothing above belongs to a real customer.
Wins disputes
Every signature and every payment is time-stamped and recorded. "Signed at a recorded time, from a recorded IP address, then paid." That record ends arguments. What it does not include is a read receipt: nothing here tells you when a client opened something.
Two minutes to set up, and a sample job is already in there to open. A card is required and there is no free trial. Cancel any time and your workspace stays readable.
$39.99/mo when you do the work. $99.99/mo when other people do it for you. Compare the two contractor plans.