Servily

AI-powered field service operations

Your techs know HVAC. We handle the rest.

Customer intel before the truck rolls. Smart prompts on-site. Automatic documentation after. One platform, zero clipboard.

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Dashboard

Live

Jobs

+12%

Upsells

+8%

Revenue

$24.7k

+21%

Sync

96%

-2%

Recent Activity

Marcus Rivera

AC Repair – 142 Oak St

$1,200

2h ago

Jenna Walsh

Preventive Maint. – 88 Elm Ave

$450

4h ago

Darnell Brooks

Emergency Call – 19 Pine Rd

$3,100

5h ago

What your team knows never makes it back to the office.

Your best techs spot problems, build trust, and identify opportunities all day long. But without the right tools, that knowledge rides home in their head instead of flowing back to your business.

Blind arrivals

Techs show up without knowing what they're walking into — no history, no context.

Forgotten next steps

The best follow-up window closes before the tech finishes their next call.

Data that dies in the van

Notes get scribbled, photos stay on phones, and the office never sees any of it.

Revenue left on the table

Equipment is aging, warranties are lapsing, and nobody flags it until it's too late.

One platform across the entire job lifecycle.

Servily plugs into how your team actually works — prep, execution, and handoff — so nothing gets dropped.

Prep

Intel before the knock

Every tech gets a full customer brief before they pull up — equipment on site, service history, warranty status, and any open issues. No more “so what are we looking at today?”

Customer Brief — Margaret & Tom Hollis

Equipment

3 units

Last Visit

Nov 2025

Warranty

Expiring

Recurring compressor issue

Flagged twice in 6 months — full diagnostic recommended

Service History

Nov 14 — Preventive MaintenanceDone

Aug 22 — Compressor RepairDone

Opportunities flagged by Servily

Compressor Replacement

$2,800Urgent

Duct Sealing

$1,200Next Quarter

Smart Thermostat

$450When Ready

Pipeline from this visit: $4,450

On-Site

Revenue hiding in plain sight

Servily scans the customer's equipment profile and flags what your tech should mention — aging units, expiring warranties, past recommendations that were never scheduled. No sales training required.

Handoff

The office knows before the tech leaves

Job notes, photos, parts used, and flagged opportunities sync the moment the work is done. Your office team sees it in real time — no end-of-day data dumps, no chasing techs for paperwork.

Live SyncUpdated: 2 min ago

Marcus Rivera

142 Oak St

Synced

Jenna Walsh

88 Elm Ave

Synced

Darnell Brooks

19 Pine Rd

Pending

Synced

Pending

Failed

Built for ops teams, not IT departments.

See every tech, every job, and every dollar in one place. No training manual required.

Servily

Dashboard

Jobs Completed

+12%

Upsell Opportunities

+8%

Estimated Revenue

$24,750

+21%

Sync Success

96%

-2%

Today's Queue

Inspection

523 Birchwood Ln, Austin, TX

David & Karen Yost · 8:00 AM

Completed

Preventive Maintenance

2847 Elmwood Dr, Austin, TX

Margaret & Tom Hollis · 10:00 AM

In Progress

Repair

1104 Cedar Ridge Blvd, Austin, TX

Sandra Okonkwo · 1:00 PM

Upcoming

Your techs know HVAC. We handle the rest.

What your team knows never makes it back to the office.

Blind arrivals

Forgotten next steps

Data that dies in the van

Revenue left on the table

One platform across the entire job lifecycle.

Intel before the knock

Revenue hiding in plain sight

The office knows before the tech leaves

Built for ops teams, not IT departments.

Get early access to Servily.