Everything to run a trades business
One system from the first call to getting paid — and back to your books. No bolt-ons to wrangle.
Servtide is all-in-one field service management software for Canadian HVAC, plumbing, electrical, and general contracting businesses. It handles scheduling and dispatch, jobs, estimates, invoices, card payments, online booking, reporting, and an offline mobile app — in one system, billed in CAD with GST/HST and PST built in.
Operations
Run the day from one screen.
Scheduling & dispatch
Drag-and-drop board, assign techs, and balance the day at a glance.
Jobs & lifecycle
Unscheduled → scheduled → dispatched → working → complete → invoiced → paid.
Custom forms & inspections
Build your own job forms and checklists; techs fill them in the field.
Photos & notes
Document every job with before/after photos and notes.
Offline mobile app
Your crew works from their phone — even with no signal — and syncs later.
Time tracking
Clock in/out against jobs for accurate labor and payroll.
Sales & payments
From estimate to paid, on the spot.
Estimates (good-better-best)
Send branded options customers approve online.
Online approval
Customers approve estimates from a link — no phone tag.
Invoices + PDF
Convert a job to an invoice in a click; download a clean PDF.
Card payments
Take payment on a tap; money flows to your connected account.
Consumer financingIn development
Offer "pay over time" on bigger jobs to close more work.
QuickBooks sync
Push invoices and payments straight to your accounting.
Customer experience
Look bigger than you are.
Online booking
A branded page where customers request service 24/7.
Customer portal
Customers see estimates, invoices, and service history.
Reminders & "on the way"
Automated appointment reminders and tech-on-the-way texts.
Review requests
Ask for reviews automatically after a job is done.
White-label branding
Your logo and colors across the portal and documents.
Growth & back office
The business behind the business.
Pricebook
Reusable services and materials with consistent pricing.
Memberships
Recurring service plans with automatic visit scheduling.
Marketing campaigns
Email/SMS blasts to customer segments.
Reports
Revenue, AR aging, job costing, tech scorecards, and commissions.
CSV export
Export customers and invoices for your accountant anytime.
Roles & permissions
Fine-grained access for owners, dispatchers, techs, and CSRs.
AI & automation
Let the software do the busywork.
AI assistant
Ask how to do anything; get instant, in-app help.
AI drafting
Draft invoice line items and structure messy field notes.
Automation engine
Trigger reminders, follow-ups, and review requests on events.
Scheduled reminders
Time-based automations (e.g. 24h before an appointment).
Common questions
What is Servtide?
Servtide is all-in-one field service management software for Canadian trades — HVAC, plumbing, electrical, and general contractors. It covers scheduling and dispatch, jobs, estimates, invoices, card payments, online booking, a customer portal, reporting, and an offline-first mobile app, in one system.
Does Servtide work offline?
Yes. The technician mobile app is offline-first — your crew can view jobs, add photos and notes, and update status with no signal, and everything syncs automatically once they are back online.
Does Servtide handle GST/HST and provincial sales tax?
Yes. Set your GST/HST rate (and PST or QST where it applies) once, and tax is calculated on every estimate and invoice, billed in Canadian dollars, and ready for QuickBooks.
Can customers pay online?
Yes. Customers pay by card through Stripe or Moneris, deposited into your own account. You can also record cash, cheque, or Interac e-Transfer payments and offer payment plans.
Does Servtide sync with QuickBooks?
Yes. Push invoices and payments straight to QuickBooks Online so your books stay current without double entry.