Built for fast growing trades
The Ops Engine Powering Elite Service Brands.
Servly connects your customer journey, office workflows and field operations in one intelligent system — automating the busywork, giving you real-time control, and building the operational capacity to scale.
Proudly Powering The Grout Guy
Growth exposes the cracks in basic systems.
More jobs, more people and more regions create complexity faster than most lightweight job-management tools were designed to handle.
Quotes slow down
Leads wait too long for pricing and good work leaks out of the pipeline.
Dispatch gets overloaded
Schedulers juggle too many moving parts and technician utilisation becomes harder to control.
Data fragments
Customer, job and financial information lives across apps, spreadsheets, inboxes and people.
Admin multiplies
Every new crew creates more handoffs, double-handling and operational overhead.
Visibility disappears
Revenue grows, but the owner sees less clearly what is driving margin, delays or missed opportunities.
Expansion gets harder
Adding a region, branch or team starts feeling like rebuilding the business from scratch.
The Servly operating system
One system. Every job. End to end.
Servly connects the full service lifecycle in one structured workflow — from the first customer enquiry to the final invoice and management report.
01 · Capture
Enquiry
Capture every opportunity in one place.
02 · Convert
Quote
Price, approve and follow up faster.
03 · Allocate
Schedule
Match jobs, people and capacity.
04 · Deliver
Field
Give technicians the workflow they need.
05 · Close
Invoice
Turn completed work into revenue quickly.
06 · Improve
Report
See performance across the operation.
Inside Servly
Your entire operation. One command centre.
Servly brings leads, quotes, scheduling, field delivery and performance into one live operating view — so the team can move faster and leadership can stay in control as the business scales.
Four capabilities that create real operational leverage.
Built around the moments where growing service businesses lose the most time, visibility and margin.
Revenue Pipeline
Turn enquiries into booked work faster.
Every lead, quote, follow-up and customer touchpoint stays inside one structured workflow. The office always knows what needs to happen next — and good opportunities stop disappearing between inboxes, spreadsheets and people.
One live pipeline from enquiry to approval
Automated follow-up and next-step workflows
Complete customer and quote history in one record
Smart Dispatch
Make every technician hour count.
Plan work against location, availability, skills and workload from one live schedule. Dispatchers can see capacity before it becomes a problem, balance the field team faster and keep more productive hours on the road.
Live drag-and-drop scheduling across the field team
Match jobs to the right technician, region and capacity
Reduce coordination overhead as technician numbers grow
Field Execution
Keep the field and office in perfect sync.
Technicians get the job context, workflow and customer information they need in one place. Updates, photos, forms and job status flow straight back to the office — removing double-handling and making every job easier to manage.
Mobile job workflow with scope, notes and customer history
Photos, forms and status updates captured on site
Real-time field-to-office visibility without phone chasing
Live Intelligence
Know what is happening before it becomes a problem.
Servly turns day-to-day operational activity into a live management view. Track pipeline, conversion, utilisation, job status and performance across teams and regions — with the data needed to make better decisions while they still matter.
Live KPIs across revenue, jobs and field performance
Multi-team and multi-region management visibility
Configurable reporting from one operational source of truth
Everything connected. Nothing duplicated.
Servly connects your core operating system to the tools your business already uses — keeping customer, job and financial data moving without double entry or disconnected handoffs.
Enterprise capability.
Configured for trades.
Servly brings together the power of Salesforce Field Service with an operating model built from real trade-business experience.
Salesforce at the core
Enterprise-grade field-service capability for quoting, scheduling, technician workflows, reporting and integrations — without relying on a closed standalone job app.
Built around how trades actually run
Servly starts with the operation, then configures the technology around the workflows required to scale teams, regions and workload without multiplying admin.
Field service operations
Built for businesses with teams on the road.
Industries
Built for trades businesses with serious field operations.
Servly is designed for established, fast-growing service businesses running large technician teams and fleets of vehicles — where quoting, dispatch, field execution, admin and reporting have become too complex for basic job-management software.
Trade & technical services
Electrical contractors
Plumbing & gas
HVAC & air conditioning
Commercial refrigeration
Fire protection & compliance
Security & access control
Solar & energy services
Mechanical services
Appliance & equipment repair
Garage door & gate services
Locksmiths
Roofing & gutter services
Home & property services
Lawn & garden maintenance
Landscaping
Painting & decorating
Pest control
Pool & spa services
Property maintenance & handyman
Cleaning & facility services
Window & exterior cleaning
Mobile & fleet services
Mobile mechanics
Mobile tyre & fleet service
Auto electrical
Mobile equipment servicing
The common thread: repeat service work, technicians in the field, vehicles on the road and an office that needs one live operating picture as the business scales.
Proof in practice
“The challenge wasn’t just getting more work. It was building a business that could actually handle the growth.”
Brad Young
Founder, The Grout Guy / Co-Founder, Servly
National footprint
6 states
The operating model grew with the business instead of becoming the ceiling.
Annual jobs
50,000 +
Job growth sitting around 40% per annum
What it changes on the ground.
For the operations team, the value is simple: less chasing, fewer handoffs and far more control over a growing field workforce.
Operations Manager perspective
“Before Servly, too much of the day was spent chasing information, coordinating the team and fixing handoffs between systems. Now we have one clear operational picture. We can see what’s happening, respond faster and stay in control as the business grows.”
Nick Davies
State Manager, The Grout Guy
Questions?
Here are the straight answers.
Is Servly just another job-management app?
No. Servly uses Salesforce Field Service as the enterprise backbone, then configures it around the operating workflows of growing trade and field-service businesses.
Is Servly the exact software The Grout Guy runs today?
Servly is built from the operating model and Salesforce experience developed through scaling The Grout Guy. The packaged Servly platform is being rolled out separately, so the website should describe Servly as “built from the operating model behind The Grout Guy” rather than imply the finished Servly product is already running the business.
When does a business actually need Servly?
Usually when the operation has outgrown the basics — more teams, more technicians, multiple regions, slower quoting, stressed dispatch, fragmented data or reporting that no longer gives leadership the visibility it needs.
Why Salesforce?
Because it provides an enterprise-grade foundation with the flexibility to support deeper workflows, reporting, automation and integrations as the business becomes more complex.
What happens first?
Start with an Operational Assessment. We map how the business currently runs, where the friction sits, and what the future-state operating model should look like before recommending the right implementation path.
Built to serve growth
Don’t let your systems become the ceiling.
If quoting, dispatch, admin or visibility are getting harder as the business grows, let’s map what a stronger operating model could look like.
The ops engine powering elite service brands.