Servgrow

Know what you sold, what you collected and what you actually kept, and which services, customers and team members make you money.

Sales Reporting: See What You Sold and What You Actually Kept

Log costs the moment they happen, link them to the job they belong to, and find out which work actually makes you money.

Expense Tracking: Know What Every Job Really Costs

Ask for money up front: set a percentage or a flat amount once, collect it when a customer approves an estimate or when you book a job, and let an…

Deposits: Get Paid Before the Work Starts

Tiffany Hayden

Get paid faster, track what every job costs, and see what your business actually makes.

Getting Paid & Finances

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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