Automate every step from the first inquiry to the final payment.
ServeHub connects estimates, crews, contracts, and invoicing in one modern workspace. Light, fast, and built for leaders who want clarity without the clutter.
- Average faster payments
- +38%
- Teams live in under
- 7 days
- Customer rating
- 4.7 ★
Today
Operations snapshot
Estimates out
12
Jobs today
7
Contracts signed
5
Paid invoices
$14K
Upcoming visits
- Pool opening • Lakeside Ave. 9:00 AM • Crew B Ready
- Spring cleanup • Maple St. 11:30 AM • Crew C Materials en route
Minimalist tools with maximum impact
ServeHub gives every department the clarity they need while keeping the interface delightfully simple. No hidden layers—just the essentials that move work forward.
Estimate with confidence
Reusable templates, live cost tracking, and digital sign-off ensure proposals go out quickly and look polished.
- • Material & labour catalogs with markups
- • Customer-ready PDFs in a single click
- • Automated reminders for unsigned quotes
Simple scheduling & dispatch
Plan jobs, assign crews, and share mobile briefs from one clear calendar. Everyone sees the plan in real time.
- • Drag-and-drop capacity planning
- • Field updates sync instantly back to the office
- • Automatic customer notifications
Invoice & get paid faster
Send branded invoices via email or SMS with shortened, trustworthy download links and automated follow-ups.
- • Customer portals for self-serve payments
- • Flexible deposits, progress, and final invoices
- • Exports ready for your accounting stack
A clean workflow customers and crews actually enjoy
ServeHub guides jobs forward in four clear stages. Each hand-off keeps context intact, so no details are lost between departments.
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1
Capture & qualify
Log inquiries, note scope, and book site visits in moments.
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2
Estimate & approve
Create professional proposals, share digitally, and capture signatures.
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3
Schedule & execute
Assign crews, track progress, and document work from the field.
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4
Invoice & follow-up
Deliver invoices with branded short links, automate reminders, and stay on top of collections.
“We replaced five disjointed systems with ServeHub. Estimates go out in minutes, crews always have the latest checklist, and SMS invoice links mean payments land within days.”
Answers about the ServeHub workflow
Curious how the pieces fit together? Here are the most common questions we hear when teams evaluate ServeHub’s core features.
- How do catalog items and taxes show up on invoices?
- Configure products, services, and tax rates once inside Business Configuration. When you build an invoice, ServeHub instantly lists those saved items so you can search by name, set quantity and price, and apply multiple taxes like GST and QST independently.
- Can I deliver invoices with a branded, short link?
- Yes. Every invoice PDF routes through a friendly ServeHub download URL (e.g. https://ServeHub.app/i/12345) so customers get a trustworthy, on-brand link in email or SMS without exposing long blob URLs.
- What powers the PDF design and branding?
- Tailwind-inspired utility classes give your invoices and contracts a modern layout, while business logos and address info are stored per company. Whenever a logo is updated, GoodJob handles regenerating the PDF so every send reflects your brand.
- Where do files and images live?
- File uploads land in Wasabi under company-specific prefixes (for example, companies/<business_uuid>/invoices/). This keeps each business neatly isolated while making it simple to manage lifecycle policies.
Launch your streamlined operations in days.
Bring clarity to every job, delight your customers, and keep revenue flowing. Start your free trial or talk with our team to see ServeHub on your workflows.
No credit card required • Free onboarding support • Cancel anytime