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ServiVolt

Guided demo

A day in the office, screen by screen.

These are real screenshots from a demo company on the platform (Demo HVAC — fictional customers, fictional numbers). Nothing is mocked up; where a screen says 'configuration required', that is what a new company sees until it connects its own provider.

  • 13 steps
  • Real product, demo data
  • No sign-up needed to read
Try it with your own companyStart the walkthrough

  1. Step 1 of 13

    A call comes in

    Calls ring on your Twilio number. The office sees the live queue on any page; browser calling lights up once the API key pair and TwiML App are configured, and until then calls ring your desk phones or the AI receptionist.

    Call center
    Calls page: live queue, softphone status and the last 24 hours of calls. Browser calling shows 'configuration required' until Twilio keys are added.

  2. Step 2 of 13

    After hours, the AI receptionist answers

    The go-live checklist shows exactly what is configured. When it is green, the assistant follows your hours, knowledge base and routing rules, scores the lead and creates a service request with a transcript.

    AI receptionist
    AI Receptionist overview with the go-live checklist: Twilio credentials, integration switch, AI key, feature flag and assistant status.

  3. Step 3 of 13

    The request lands in the inbox

    What the caller or website visitor told you, their preferred time, consent and contact details. 'Create customer' turns it into a record and can invite them to the portal.

    CRM & customers
    A service request: what the customer told us, preferred time, consent, contact details and a one-click 'Create customer' action.

  4. Step 4 of 13

    The customer record fills in

    Follow-ups, activity, service addresses, the equipment at each one and the lifecycle stage. Every later job, estimate and payment lands on this timeline.

    CRM & customers
    Customer 360: follow-ups, activity timeline, service addresses, equipment on site, lifecycle stage and maintenance plan.

  5. Step 5 of 13

    Dispatch picks the truck

    The week per technician with emergency flags and live status. Filter by a technician to see their day; new jobs are created from a request or from scratch.

    Dispatch & technicians
    Weekly dispatch board with jobs per technician, statuses (in progress, en route, dispatched, scheduled) and emergency flags.

  6. Step 6 of 13

    The technician works from a phone

    Today's jobs with one-tap call and directions, the customer's own description, the equipment on site with model and serial, photos, notes and the parts used from the truck.

    Dispatch & technicians
    Technician portal on a phone: today's jobs with status, address, the customer's own words, call and directions buttons.

  7. Step 7 of 13

    Parts come off the truck, not the warehouse

    Each truck is its own stock location with value, low and out counts. Restock requests and transfers keep them stocked; a low-stock digest goes to the office.

    Inventory & trucks
    Truck inventory: every service truck as its own stock location with value, units, low and out counts and restock actions.

  8. Step 8 of 13

    The estimate is signed online

    Line items, tax and customer-facing notes. Send a secure link, or hand the phone over to sign on the spot. Editing after sending creates a revision so the customer always approves what they saw.

    Estimates, invoices & payments
    An estimate with line items, tax, customer-facing notes, a secure send link, sign-on-this-device and delivery history.

  9. Step 9 of 13

    Invoice, payment, receipt

    Outstanding, overdue and collected at a glance. Record a payment and a numbered receipt is emailed; overdue invoices are flagged on a schedule.

    Estimates, invoices & payments
    Invoices list: outstanding, overdue and collected totals with per-invoice balance and status.

  10. Step 10 of 13

    Money on the table, ranked

    Overdue invoices, unsold estimates, unbooked calls, maintenance due and renewals with a priority score and the facts behind it. Done, snooze or dismiss.

    Reporting & opportunities
    Opportunities: overdue invoices, unsold estimates and other money on the table ranked by priority with the facts behind each rank.

  11. Step 11 of 13

    The dashboard tells you what matters today

    Revenue this month, jobs today, technicians working, requests waiting and the attention list — updated live.

    Reporting & opportunities
    Office dashboard: revenue this month, jobs today, requests waiting and the attention list of overdue invoices and unsold estimates.

  12. Step 12 of 13

    Your website, edited in the same place

    Pick Classic, Bold or Local, publish, then reorder and rewrite sections, add promotions and location pages under Settings → Website. Requests from the site go straight to the inbox.

    Website & SEO
    Setup wizard, website step: choose a Classic, Bold or Local starting layout and publish the home page.

  13. Step 13 of 13

    Behind it all: the platform console

    The operator manages plans, add-ons, system health and audit here. Company customer data is never shown in the console; support access to a company requires a reason and is logged.

    Security & data
    Platform console, Plans: the operator edits plan prices, allowances and features here, and the public pricing page reads from the same rows.

Try it

Now with your company name on it

Create your company, run the setup wizard and book a job. 14-day free trial, no card to start, and your data stays yours — export it any time.

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Prefer to see it live?

Tell us about your company and we will walk you through it on a call.

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