One simple system for service businesses

Keep every customer and job organized from the first call to the final payment.

Service Tooly puts your leads, customers, quotes, schedule, jobs, invoices, payments, messages, and team in one place. Add the AI Office Manager when you want help answering calls, booking work, and handling office tasks.

No payment required for trialBuilt for service companiesAI Office Manager is optional

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Service business owner organizing calls and scheduling while a technician prepares for the next job

One connected workflowLead to quote to schedule to job to invoice to review

The problem, what Service Tooly does, and the result

Here is exactly how Service Tooly helps your business.

The problem

A customer calls while everyone is busy

The request can sit in voicemail until the customer calls another company.

What Service Tooly does

It saves the lead in one list. The optional AI Office Manager can also answer the call, collect details, and prepare the next step.

The result

Your team sees who needs help and can respond sooner.

The problem

Customer and job details are scattered

Names, photos, notes, quotes, appointments, and messages get lost in different tools.

What Service Tooly does

It keeps the customer, quote, schedule, job, invoice, payment, and messages connected.

The result

Your team can open one customer record and see the whole job.

The problem

Follow-up is forgotten on busy days

Quotes go cold, reminders are missed, and happy customers are not asked for reviews.

What Service Tooly does

It organizes approved email and text reminders, follow-up, invoices, and review requests.

The result

Every customer has a clear next step instead of being forgotten.

Optional AI Office Manager

Your AI helper can answer calls, help book jobs, draft quotes, and handle office tasks.

When a customer calls, the AI helper can greet them, ask what they need, answer approved questions, and save the request. It can use the same customer, schedule, quote, and job information your team sees in Service Tooly.

Use Service Tooly and the AI helper together for one complete business system
Choose exactly what the AI is allowed to do
Track AI usage and cost for each company

Get Service Tooly plus AI See the AI helper

Customer call becoming an organized appointment through an AI Office Manager

How it works

1. Create lead pages

Pick one of 20 niche templates: junk removal, low voltage/CCTV, cleaning, HVAC, plumbing, electrical, roofing, mobile detailing, and more.

2. Capture quotes

Customers upload photos, choose service details, book or reschedule, and get automatic SMS/email reminders, follow-ups, and feedback requests.

3. Get paid

Pros connect Stripe, send invoices, collect payments, and sync accounting data to QuickBooks later.

What Service Tooly helps you do

✓ Website/CMS builder

Included in the launch build.

✓ Photo quote forms

Included in the launch build.

✓ Booking calendar

Included in the launch build.

✓ Lead CRM pipeline

Included in the launch build.

✓ Missed-call text-back

Included in the launch build.

✓ Automated follow-up

Included in the launch build.

✓ Reviews requests

Included in the launch build.

✓ Before/after SEO pages

Included in the launch build.

✓ Stripe Connect payouts

Included in the launch build.

✓ Subscription billing

Included in the launch build.

✓ QuickBooks-ready settings

Included in the launch build.

✓ Customer manager

Included in the launch build.

✓ SMS/email notifications

Included in the launch build.

✓ Top 20 industry templates

Included in the launch build.

✓ Super admin panel

Included in the launch build.

One workspace instead of disconnected tools

Daily work	Service Tooly	Disconnected tools
Customer and property history	Customer records, saved service locations, notes, and activity in one place	Often split across spreadsheets, calls, and inboxes
Sales to service handoff	Estimates, scheduling, jobs, and invoices are connected	Manual copying between separate apps
Recurring service	Recurring service schedules create future visits	Manual calendar entries and follow-up lists
Team access	Role-based company access and Super Admin controls	Shared credentials or separate permission systems

Plans that grow with your business

Starter

Customer CRM, estimates, scheduling, jobs, invoices, price book, and reviews.

View plan

Pro

Adds dispatch, automations, lead tools, and team management.

View plan

Growth

Adds field operations, API access, QuickBooks settings, and advanced reports.

View plan

Google Calendar sync requires a connected Google account. Payment, email, and SMS services require their respective account configuration.

Industry lead pages included

Junk Removal Software

Let customers upload photos, understand load sizes, book pickup times, get reminders, pay invoices, and leave reviews from one simple flow.

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Low Voltage & CCTV Business Software

Capture leads, complete site surveys, build proposals, schedule installs, follow up automatically, and sell maintenance plans.

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Cleaning Business Software

Collect room details, photos, recurring frequency, access notes, reminders, invoices, reviews, and reactivation campaigns.

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Pressure Washing Software

Let customers select house wash, roof, driveway, patio, upload photos, book times, approve quotes, and receive prep reminders.

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Handyman Software

Track small jobs, customer details, materials, approvals, invoices, and follow-ups without a complicated field-service system.

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HVAC Software

Manage install/service leads, reminders, recurring maintenance, invoices, reviews, and customer history.

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Plumbing Software

Capture urgent requests, dispatch jobs, send reminders, invoice customers, and request reviews after every service call.

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Electrical Contractor Software

Collect project details, photos, locations, customer approvals, reminders, payments, and review requests.

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Roofing Business Software

Turn roof repair and replacement inquiries into organized leads with photos, inspection notes, quote follow-up, and job reminders.

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Landscaping & Lawn Care Software

Manage one-time quotes, recurring schedules, customer notes, route proof photos, invoices, and reactivation campaigns.

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Mobile Detailing Software

Let customers choose vehicle type, package, add-ons, location, photos, appointment time, and pay online.

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Pest Control Software

Capture pest issue details, schedule service, manage recurring visits, send reminders, invoice, and request reviews.

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Pool Service Software

Track recurring service, customer details, route proof photos, chemical notes, invoices, and seasonal follow-up.

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Appliance Repair Software

Collect appliance type, model, issue, photos, availability, parts status, and customer communication in one dashboard.

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Moving Company Software

Collect move size, addresses, stairs/elevators, photos, preferred dates, deposits, reminders, and follow-up.

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Painting Business Software

Capture room/exterior details, photos, colors, measurements, schedule estimates, send quotes, and collect payments.

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Locksmith Software

Capture urgent calls, schedule jobs, track customer details, send invoices, and request reviews after service.

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Garage Door Software

Collect door/opener details, photos, service type, availability, invoices, and review requests.

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Mobile Mechanic Software

Collect vehicle info, issue, VIN, location, photos, appointment availability, parts status, invoices, and review requests.

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Pet Grooming Software

Track pets, grooming preferences, appointment reminders, no-show prevention, invoices, reviews, and repeat booking campaigns.

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