See ServicePulse AI
Built Around Your Trade.
Choose your role, trade, or biggest business problem and walk through how ServicePulse AI captures leads, books jobs, runs operations, tracks marketing, collects payments, grows reviews, and shows the owner what needs attention.
Choose Your Role
See the dashboard built for how you work.
Every role sees a different view. Pick yours and see exactly what ServicePulse AI shows you every morning.
Owner
See What Needs Your Attention in 30 Seconds
Leads, revenue, jobs, reviews, AI alerts, and health score. One screen. No digging.
Sales / Estimator
Turn Leads Into Estimates, Proposals, and Booked Work
Pipeline view, estimate builder, proposal tracking, follow-up sequences, and close rates.
Technician / Crew
Today's Jobs, Notes, Photos, Checklists, and Status
Today's schedule with address, scope, checklist, photo upload, and time tracking.
Office / Dispatcher
Manage Leads, Scheduling, Customers, and Field Updates
Inbox, calendar, dispatch board, customer messages, and crew status updates.
Customer Portal
Show Customers a Professional Mobile Experience
Appointment confirmation, estimate approval, payment processing, and review submission.
Choose Your Trade
Every trade has different pain. We built for yours.
Select your trade and see a demo pre-loaded with the workflows, metrics, and automations that matter in your world.
Demo metrics are sample workflow data used to show how ServicePulse AI organizes leads, jobs, follow-up, and revenue. Actual results vary by trade, market, offer, team, close rate, and execution.
Choose Your Problem
Start with the problem that costs you the most.
Each path walks you through a single workflow from trigger to resolution so you can see exactly how ServicePulse AI handles it.
Platform Areas
Choose What You Want to See
Each area of the platform solves a different problem. Jump straight to the part that matters most to your business.
Full Workflow
From First Click to Paid Invoice.
12 steps from first contact to collected revenue. Every step is automated, tracked, and visible in the dashboard.
Operations
Operations Modules Built to Keep the Business Moving.
22 modules. One connected system. Every module feeds the dashboard. Every action updates the pipeline. Nothing lives in a silo.
Marketing Intelligence
Marketing Connected to Booked Jobs.
15 marketing metrics connected to actual booked revenue. See where every dollar goes and what it brings back.
Marketing attribution connects ad spend and campaign activity to leads and booked jobs inside ServicePulse AI. Attribution accuracy depends on tracking setup, lead source tagging, and integration configuration. Results shown in the demo are sample data.
AI Command Center
The AI is always working. Here is the log.
Every automated action is logged, timestamped, and visible. Nothing happens in the dark.
Sent follow-up text to missed call from (817) 555-0142
Re-engaged stale estimate for Johnson kitchen remodel ($14,200)
Triggered review request to Maria Gonzalez after AC install
Flagged 3 leads with no response in 4+ hours for owner attention
Updated health score from 74 to 81 after clearing estimate backlog
AI Guardrails and Controls
Every action should be logged, visible, and governed by business rules.
Approval Center
Every AI-generated message can require human approval before sending.
Escalation Rules
High-value leads, angry customers, and complex requests route to a human.
Human Handoff
AI knows when to stop and hand the conversation to a real person.
Business Rules
Set hours, budgets, response templates, and tone. AI follows the rules you set.
Automation Logs
Every automated action is timestamped, categorized, and available for audit.
Customer Portal
Give Your Customers a Professional Experience.
Appointment confirmations, estimate approvals, payments, reviews, and referrals. All from one branded portal your customers actually use.
Appointment Confirmation
Customers see date, time, tech name, and scope. Confirm or reschedule.
Job Photos
Before, during, and after photos shared in real time from the field.
Messages
Two-way messaging with the office or tech without leaving the portal.
Estimate Approval
Review line items, ask questions, and approve directly from the portal.
Proposal Signing
Digital signature on proposals with terms, scope, and payment schedule.
Payment
Pay invoices online via credit card, ACH, or financing options.
Review Submission
One-tap review after job completion. Routed to Google, Yelp, or internal.
Referral Program
Share a referral link and track rewards for sending new customers.
Service History
Full history of past jobs, invoices, photos, and communication.
Mobile Experience
Field Workflows That Work From Any Phone.
Owners check the pulse from the truck. Techs update jobs from the roof. Sales reps send estimates from the driveway. Customers approve and pay from their phone.
Owner
Sales
Technician
Customer
Veteran-Owned. Built for the Trades.
ServicePulse AI is veteran-owned and built for trade businesses. A percentage of sales is set aside through the ServicePulse Foundation Program give-back initiative to support veteran-owned trade companies as the platform grows.
Learn about the ServicePulse Foundation ProgramStart With the Demo
That Fits Your Business.
No account. No sales call. No commitment. Pick a role, a trade, or a problem and see what ServicePulse AI does for businesses like yours.
No account required. No commitment. See it live in 30 seconds.