SERVOSBook a demo

Focus on the roof. We got the office.

When jobs pile up, people get stretched and things get missed. Servos is an AI agent, so more work doesn’t overwhelm it. It handles the same office steps for every job.

Before · One job, first call to paid
  1. Intake5 min
  2. Site visit1 hr on site
  3. Estimate30 min
  4. Follow-uptexts and calls
  5. Schedule10 min
  6. Installa day on the roof
  7. Invoice15 min
  8. Collectchasing payment
With Servos
Before · One job
  1. Intake
  2. Site visit
  3. Estimate
  4. Follow-up
  5. Schedule
  6. Install
  7. Invoice
  8. Collect
What the blocks mean

On the roof: Site visit and install

Office work: Intake, estimate, follow-up, schedule, invoice, and collect

With Servos
  1. Intake
  2. Site visit
  3. Estimate
  4. Follow-up
  5. Schedule
  6. Install
  7. Invoice
  8. Collect

Servos sees

Servos sees every job in your system. It also sees the customers, schedules, messages, measurements, and materials connected to those jobs.

Connected toolsInformation flows into Servos
QuickBooks
Stripe
Servos
CustomersHomeowner recordServos
JobsRoof replacementServos
ScheduleInspection completeGoogle Calendar
MessagesReady for estimateGmail
Measurements2,180 sq ftEagleView
MaterialsTimberline HDZRoofHub
6 records · 5 sourcesEstimate ready to send$18,640 · Roof replacement
Tools you can replaceAlready built into Servos
DocuSign
Slack
CompanyCam
SumoQuote
ChatGPT
CamScanner
Servos sees + Servos acts

From the inspection to the customer relationship.

Turn inspection notes into a report, give homeowners what they need to choose your company, and stay connected after the work is done.

A roofer records narration and takes photos during an inspection. Servos connects the transcript and photos, drafts two findings for review, and prepares a report for the homeowner portal. The homeowner views shared photos and sends a message asking for the before photos. This is an illustrated example, not a live customer conversation.
Capture on the roofReview your reportStay connected with your customer
⌂
Your roofing companyInteractive demo · No live actions
Customer portal
Roof inspection complete

Welcome to your project

Your team, project details, and next steps in one place.

Explore the customer portal below.

Documents

Photos

Send message

Subject
Before photos
Message
Can you share the before photos?
Send message ↗✓ Message sent
✓A direct line to your team

Servos learns

Servos asks when it needs help. Tell it once, and it remembers.

A customer reports an active leak. Servos finds the customer's roof warranty and asks whether it should mark the request urgent and schedule a warranty inspection. After you answer yes, Servos alerts the team, offers the customer an appointment, and saves the rule. The next time a customer reports a warranty leak, Servos finds that rule and handles the request automatically without asking for approval.

Servos acts

It is like ChatGPT in your roofing software. Tell Servos what you need in plain English. The AI agent uses the information in Servos and completes the work there.

A team member asks Servos to find a customer, create a warranty job, assign a technician, schedule an inspection for 2 PM, and notify the technician. Servos completes all five job steps in the same conversation.
From the field

“Literally, took me 2–3 minutes.”

Juan told Servos to find a customer, create a warranty job, assign the technician, schedule the inspection, and notify the technician. Juan then added the existing documents and photos.

Juan Hernandez
Juan HernandezRepairs Operations, Apex Roofing

Servos asks

If Servos needs a decision, it stops and asks your team. After someone answers, Servos finishes the work.

TuesdayCrew 1
Conflict
8 AM–4 PMInstallRoof replacement
8–11 AMEmergency repairEmergency leak
Servos asks

Which job keeps the crew on Tuesday?

Conflict
The install and emergency repair both start at 8 AM.
Then
Servos moves the other job and notifies the team.

No schedule changes are made until you choose.

Adopt AI at your pace

Servos has the contacts, jobs, boards, schedules, messages, and files that your team already knows. Use the agent when you want it. You do not have to change how your team works all at once.

Explore familiar Servos pages for your home dashboard, job details, pipeline, schedule, activity, and team chat.

Good afternoon

●   Servo   ›
Needs you

Servos has one question

Review 1   →

This customer replied after the estimate expired. Should I prepare an updated quote?

Waiting on a next step

Oldest jobs first
12 jobs
  • 5 sold jobs need to be scheduledSigned contract
    Review 5   →
  • 4 completed jobs are ready to invoiceWork complete
    Review 4   →
  • 3 estimates need a follow-upEstimate sent
    Review 3   →

Try Servos risk free

We move your JobNimbus data into Servos for free. Run both systems for 14 days. Pay only if you keep Servos.

Servos imports everything from your current system, including customers, jobs, appointments, notes, existing quotes, job files, and important history. You run Servos beside your current system for 14 days. If you choose Servos, you continue there. Your original system remains unchanged during the trial.

Using something else? We also migrate from AccuLynx, Roofr, Leap, and spreadsheets.

Book a demo

Questions before you switch

Start with your current data and keep your current system running while your team tests Servos.

Does Servos replace JobNimbus?

Yes. Servos keeps your customers, jobs, schedule, messages, documents, and payments in one system. You can run Servos beside JobNimbus for 14 days before you decide.

What data moves into Servos?

We move everything from your current system, including customers, jobs, appointments, notes, existing quotes, job files, and important history. Your current system stays unchanged during the parallel run.

What happens when Servos is not sure?

Servos checks your company rules. If none apply, it asks your team what to do before it continues.

What does the crew need to learn?

The crew can use Servos from a phone to view the job, add photos and notes, send messages, and complete field work.

Which tools connect to Servos?

Servos connects to tools such as QuickBooks, EagleView, Stripe, RoofHub, Google Calendar, and Gmail. It also replaces separate tools for signatures, chat, job photos, proposals, AI help, and document scanning.

What does it cost to try Servos?

We migrate your data for free. You can run Servos beside your current system for 14 days and pay only if you keep Servos.