Operations playbook
Run the route, run the office, run the books. Twelve modules covering dispatch, scheduling, parts, billing, and the handoffs in between.
12 modules4 hr
Start the trackResource Center
Help running a service business that actually helps.
Playbooks, podcast episodes, calculators, and field-ready docs from operators who've actually run the route. Built for trades, IT services, and the teams who keep the work going.
Featured
See all articlesArticles for the people doing the work.
Sales8 min
Quoting work you'll actually win
Why your win rate isn't a sales problem, and the four levers that close more of the quotes you're already sending.
Operations12 min
The audit-ready field report
What customers, insurers, and regulators look for when they ask for proof, and how to ship it without rebuilding the report every visit.
Team6 min
Hiring techs who stay
Pay isn't the whole story. Five interview questions that separate techs who'll grow with you from techs already looking for the next job.
Masters ofHome Service
Servora podcastNew episodes every other Thursday
Latest episodes
Operators trading what works.
Long-form conversations with the people running route businesses, equipment shops, IT service desks, and everything in between. Not influencers. Operators.
- Ep 4144 minRunning a commercial HVAC route on margin, not volumeDani Rivera, Forge Mechanical
- Ep 4038 minWhen 'free seats' kill your software billMarcus Lee, FieldStack
- Ep 3951 minSelling a service business, what the buyer actually checksPriya Nair, Ladder M&A
- Ep 3829 minBuild the dispatch board your techs would build for youOwen Hart, Hart Electric
Servora Academy
Sharpen the work you already do.
Self-paced tracks built around the operating problems we hear most. Free for every Servora customer; pay-once for anyone else.
Sales for service teams
Discovery, scoping, quoting, follow-up. Built for owners and field techs who close every deal they touch, not a sales seat that never visits a site.
8 modules3 hr
Start the track
AI for the trades
Where AI earns its keep on a service team, drafting quotes, summarizing visits, flagging anomalies, and where it gets in the way.
6 modules2 hr
Start the trackField service docs
Templates that survive contact with a real job.
Operator-built checklists, contracts, calculators, and ops docs. Free, no sign-up, no drip campaign.
Checklist
HVAC commissioning checklist
Single-page checklist for residential and light-commercial install commissioning. Pre-flight, startup readings, leave-behind doc.
DownloadTemplate
Service contract template
Plain-language MSA + SOW pair. Net-30 terms, dispute resolution, change-order flow. Lawyer-reviewed, not lawyer-replacement.
DownloadCalculator
Profit margin calculator
Per-job and per-route margin model. Plug in your loaded labor, parts markup, and overhead, see where your real margin lives.
DownloadForm
Customer site survey form
Pre-visit form to send before a quote. Equipment make/model, access notes, photos, point-of-contact, parking and parking and gate codes.
DownloadPlaybook
Tech onboarding plan
Thirty-day ramp plan for a new field tech. Truck stock, ride-alongs, evaluation gates, when to cut them loose on solo routes.
DownloadGuide
Audit-ready evidence bundle
What to capture on every visit so a renewal, an insurance claim, or a regulator never costs you a Sunday.
DownloadFAQ
Questions we get asked a lot.
You've got this, and we've got your back.
Your work is essential to your homes, businesses, and communities, we're all in providing the technology, knowledge, and support to make sure you win.
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