Servistri

The connected front office

One customer story.
Never reconstructed.

Every request moves from website to estimate, follow-up, job, and review without losing the details that earned the customer's trust.

ServistriCustomer journeyLead active
New estimate requestSarah Mitchell420 sq. ft. tile project
$7,100–$8,900
  1. WebsiteRequest submitted2 photos attached
  2. EstimateRange deliveredPricing rules applied
  3. Follow-upCall recommended todayPreferred contact: phone
  4. Job handoffReady when approvedScope and notes travel together

One connected customer journey

Every next move,
in one place.

From the first website visit through the job handoff, the details stay connected.
Swipe through the customer journey
yourcompany.com
BUILT WITH CARE. RUN WITH PRIDE.

Work that makes home feel finished.

A local website that feels as polished as the work.

01 · Website

Look established before the first conversation.

yourcompany.com/estimate
ProjectSpaceDetailsEstimate
STEP 2 OF 4

What are we working with?

Choose the closest project area.

Customer measurements stay in control.
02 · Estimate

Turn the price question into a useful next step.

app.yourcompany.com/lead
NFC-2026-00142

Sarah Mitchell

Tile · 420 sq. ft. · Fayetteville

Warm · 78/100
ESTIMATE RANGE$7,100–$8,900PREFERRED CONTACTPhonePHOTOS3 uploaded
Recommended next move
Call today—Sarah said the range feels right.

Ask about removal and the desired start date.

03 · Lead

Know the opportunity before you call.

app.yourcompany.com/followup
FOLLOW-UP CENTER

Helpful, personal, and moving.

  1. DAY 1 · SENTYour preliminary estimate
  2. 2DAY 3 · READYA quick project question

    Personalize, pause, or send.

  3. 3DAY 7Still thinking it over?
04 · Follow-up

Keep the conversation moving.

app.yourcompany.com/job
ACTIVE JOB

Mitchell tile installation

Scheduled
  1. MONDAYContract signed
  2. TUESDAYMaterial confirmed
  3. 3THURSDAY · 8:00 AMInstallation begins

    The crew has what it needs.

  4. 4UP NEXTFinal walkthrough
05 · Job

Carry every detail into the job.

app.yourcompany.com/review
★★★★★
JOB COMPLETE

Sarah, how does the new floor feel?

A thoughtful request arrives at the right moment.

06 · Review

Turn finished work into future trust.

Drag or tap to move through the steps
Step 01 of 06Stand out

Look established before the first conversation.

A polished, trade-specific website makes the company customers hoped to find feel real before they call.

✓ The right information appears at the right moment.
yourcompany.com
BUILT WITH CARE. RUN WITH PRIDE.

Work that makes home feel finished.

A local website that feels as polished as the work.

Pricing stays yours

AI can read the room.
It cannot rewrite your rules.

Approved pricing remains deterministic. AI adds visible-condition context from customer answers and photos, then flags uncertainty for onsite review.

  • Upload price sheets and completed-job data
  • Review drafts before anything goes live
  • Keep a fallback estimate when AI is unavailable
Garage coatingApproved model
Preliminary range$6,800–$8,400
Company pricingPhoto contextRisk review

Policy status Contractor-controlled and reviewable

Before the callEverything the customer shared

Scope, photos, timing, and contact preference.

During the saleThe next move is clear

Range, confidence, concerns, and follow-up history.

When work is wonThe job starts informed

Quote, schedule, documents, and customer updates.

Questions before you commit

Know what you are getting.
And what stays in your control.

Ask a different question →
01Does AI decide what I charge?

No. Your approved pricing rules control the range. AI can review photos and add advisory scope context, but it does not invent the final price.

02Do I have to replace Jobber or Housecall Pro?

No. Servistri can qualify and organize the opportunity before handing won work to the field-service system you already use.

03Will customers see Servistri or my business?

Your company name, brand, domain, services, and contact details lead the customer experience.

04What if someone does not want to use the estimator?

Every estimator can offer a visible call or message path so customers can choose how they contact you.

05Are text messages and calls already automated?

Email automation is live. Servistri already captures consent and preferred contact method; SMS and calling are integration-ready and activated with an approved provider and workflow.

06Can you build an estimator for any trade?

Some industries have certified starting architectures. Others require a custom estimator setup so we do not pretend a generic calculator understands the work.

07Who owns the customer and pricing data?

The contractor controls the business rules and customer relationship. Access, export, storage, and handoff are designed around that principle.

See it with your business

Your workflow should feel as professional as your work.

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