Trustpilot5.0

The AI system
for home services

One system to run your entire operation, where every part of your business finally works together.

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Plumber repairing water pipes behind a bathroom wall

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ServiceTitanCertified App
Built by OperatorsWe know the industry
Live in 48 HoursSetup & Onboarding

How we fix the leaks in your business.

Every lost job leaks out of the same three places.

Michael has visited your website
He’s impressed and is ready to book an appointment.
But there is no form on the page, no number in view, and no way to reach you.
ServiceRoot Capture
Custom forms that collect a visitor’s details and send them to your team with the job already attached.
Customer booked and closed.
The form reached your team before he left the page.
Wednesday · 8:14 PM
yourcompany.com
Request serviceGet a quote
+$400
Capture saved a customer.
Charlotte has called after hours
Her furnace has quit and she needs someone tomorrow.
But your team is home, the phone rings out, and she is already dialing the next company.
ServiceRoot Dispatch
An AI CSR answers on the first ring, qualifies the job, and books it straight onto tomorrow’s board.
Booked for 8:00 AM.
Answered and scheduled while your team slept.
Tuesday · 9:40 PM
INCOMING CALL+1 704 555 0148 Ringing out Answered by AI CSRBooked Thu 8:00–10:00 AM
+$1,240
Dispatch saved a customer.
Maya’s install has closed
The work is done and the invoice has cleared.
But nobody can say which ad brought her in, so nobody can go and find the next one.
ServiceRoot Scale
Ties every closed job back to its source, so you spend against revenue instead of lead count.
Traced to Google LSA.
Now you know which ad to go and buy again.
Last Thursday · $2,940 invoice
Attribution
SOURCE · CLOSED REVENUEMeta$980Referral$610UnknownGoogle LSA$2,940
+$2,940
Scale made it repeatable.

The ServiceRoot system

Get the lead. Work the lead. Know what made you money.

Three jobs every home service business already does, connected into one system — so the customer who called on Monday is the revenue you can attribute on Friday.

01CaptureGet the opportunity.Did we capture the opportunity?

02DispatchTurn it into a job.Did we work the opportunity and turn it into a job?

03ScaleKnow what’s making money.Do we know what produced the revenue, and can we grow it?

CustomerOpportunityLead sourceConversationBookingJobRevenueIntelligence

Capture

Every customer inquiry, captured and organized.

Bookings, forms, website chats and calls land in one inbox, with where each customer found you. Nothing reaches your business without someone seeing it.

Online scheduling
Customers book themselves. The request is created for you.
Website AI chat
Engages visitors and captures the qualified ones.
Phone system
Business numbers routed to the owner, office or dispatch.
Lead source identification
Where each opportunity came from, when the data exists.

Explore Capture

InboxTodayExample data

John SmithHVAC repairGoogle LSAIncoming callNew10:42 AM
Sarah MillerAC maintenanceWebsiteBookingScheduled11:04 AM
Mike DavisPlumbingFacebookFormNew11:18 AM
Angela RuizWater heater quoteAngiLeadQualified11:26 AM
Devon CarterThermostat installWebsiteChatNew11:31 AM

Dispatch

Turn missed calls into conversations, and conversations into jobs.

An AI CSR that answers, qualifies and books. Coaching that shows your team where jobs slip away. Follow-up that never lets a lead go cold.

AI CSR
Answers, qualifies, schedules and hands off to a person when it should.
Dispatcher coaching
Shows your team where jobs are being lost, and how to win them.
Lead recovery
Follows up on every missed call, form and unbooked lead.

Explore Dispatch

AI CSRInbound callExample data

Live · 01:12

CUSTOMEROur AC stopped blowing cold this afternoon. It’s 91 inside.

AI CSRI can help. Is the outdoor unit running, and roughly how old is the system?

CUSTOMERFan’s running. It’s maybe 14 years old.

AI CSRI have a technician available tomorrow between 8 and 10 AM. Should I book that?

Captured details

JobNo cooling

System age~14 years

UrgencyHigh

SourceGoogle LSA

Appointment bookedTomorrow · 8:00–10:00 AM

Scale

Know which marketing actually produces revenue.

Not which campaign produced the most leads — which one produced booked jobs and revenue. Then put the next dollar where it earns.

Revenue attribution
Source to lead to booking to job to revenue.
Marketing intelligence
What is working, what is not, and where to spend next.
Reviews & reputation
Review requests timed to finished jobs, and a view of how you are rated.

Explore Scale

Revenue attributionLast 30 daysExample data

Spend$11,800

Leads206

Booked62

Revenue$69,700

Source · Campaign	Leads	Booked	Rate	Revenue
Google AdsEmergency AC	47	23	49%	$31,800
Google LSALocal Services	36	19	53%	$22,600
FacebookSummer Promotion	82	11	13%	$8,400
AngiMarketplace leads	41	9	22%	$6,900

One dashboard

What came in, what got worked and what it earned. On one screen.

Capture, Dispatch and Scale share one record per customer, so the numbers on this screen are connected, not copied between tools.

ServiceRootAll locationsExample data

Opportunities206

Booked jobs62

Recovered14

Revenue$69,700

Coming in nowLive

John SmithGoogle LSA · Incoming callNew10:42 AM
Sarah MillerWebsite · BookingScheduled11:04 AM
Mike DavisFacebook · FormNew11:18 AM
Angela RuizAngi · LeadQualified11:26 AM

Revenue by source30 days

Google Ads$31,800

Google LSA$22,600

Facebook$8,400

Angi$6,900

InsightFacebook brought the most leads and the least revenue per lead.

Why ServiceRoot

Running a home service business shouldn’t feel like seven jobs at once.

ServiceRoot is not another CRM, chatbot, call tracker or answering service to add to the pile. It is the system that connects what those tools do separately.

Today

Seven tools that don’t talk to each other.

Ad platformsCall trackingAnswering serviceCRMLead marketplacesReview toolThe spreadsheet

Every handoff between them is a place a lead goes unanswered or a dollar goes unattributed — and someone on your team spends their week reconciling the gaps.

With ServiceRoot