Question 1

Do I need a credit card to start?

Accepted Answer

Yes — signup starts a 14-day free trial on the Professional plan with full AI features. No credit card required. After 14 days you'll be automatically downgraded to the Free plan (very limited) until you pick a paid plan.

Question 2

What outdoor services do you support?

Accepted Answer

Lawn care, landscaping, pressure washing, pool service, tree care, pest control, snow removal, and any custom services you add. The wizard pre-seeds a catalog based on what you pick.

Question 3

Can I import my existing clients?

Accepted Answer

Yes. The Import/Export center accepts CSV files for clients, jobs, and invoices. Templates are downloadable and errors surface row-by-row.

Question 4

How do recurring invoices work?

Accepted Answer

Each client can be set to per-job or monthly billing. On your chosen day-of-month, the system rolls every completed job into one invoice per monthly client. You can also run the batch on demand for any date.

Question 5

What happens with aged invoices?

Accepted Answer

The Aged Invoices frame highlights anything over 90 days. Configurable per-bucket rules auto-remind, auto-archive, or auto-write-off — you set the cadence and the scheduler does the rest.

Question 6

Is ServeToro good field service management software for small businesses?

Accepted Answer

Yes. ServeToro is priced per technician (starting at $49/month for a solo operator), ships every AI feature and integration in the base plan with no add-ons, and works out of the box for solo owner-operators as well as multi-crew shops. If you're comparison-shopping affordable field service management software for a 1–10 tech business, we're built for you.

Question 7

Does the platform double as HVAC dispatch software, plumbing service software, or roofing estimate software?

Accepted Answer

Yes — each of the 16 supported verticals gets a preloaded catalog, industry-specific pricebook, and workflow templates. HVAC dispatch software mode surfaces same-day emergency queueing and refrigerant tracking. Plumbing service software mode adds urgent-call dispatch and photo receipts. Roofing estimate software mode includes drone-photo estimating and storm-response dispatch.

Question 8

Is there a route optimization mode for service businesses with mixed routes?

Accepted Answer

Yes. Route optimization for service businesses is built into the dispatch board — every morning the platform reorders each crew's stops by shortest total drive time, respects time windows and skill requirements, and re-optimizes on the fly if you add or drop a stop mid-day. It handles mixed portfolios (residential recurring + commercial + T&M) on the same board.

Question 9

Does it support emergency dispatch for after-hours calls?

Accepted Answer

Yes. Emergency dispatch runs on the same board as scheduled work — configure on-call rotations per skill, and the platform SMS-pages the closest on-shift tech the moment a priority-1 job hits the queue. The customer gets a live-ETA link, the tech gets the full service history on their phone, and the after-hours rate schedule auto-applies to the invoice.

Welcome back