SERVREC AUTOPILOT FOR SERVICE BUSINESSES

Every opportunity gets its next best action.

ServRec keeps customer opportunities moving with the right context, timely follow-up, and clear human control when judgment matters.

Choose a queue to explore a sample case →

SERVREC AUTOPILOT · PREVIEWOpportunity queue
Working

Avery Rivera

Transmission inspection

$3,840
Next action draftSend evidence-led recommendation

Inspection evidence is ready. The customer asked whether the work can wait.

Secure customer updateCustomer portal link ready

HUMAN CONTROL, BUILT IN

ServRec handles the routine. Your team decides what matters.

Autopilot keeps context, evidence, and timing together. Diagnosis, pricing, authorization, and exceptions stay with your team.

SERVREC HANDLES

Routine follow-through

  • Contextual customer updates
  • Evidence delivery and follow-up
  • Next-step reminders

YOUR TEAM DECIDES

Consequential decisions

  • Diagnosis and recommendations
  • Pricing and authorization
  • Exceptions and sensitive conversations

ONE DOCUMENTED OUTCOME

A customer sees the context, not a cold follow-up.

ServRec prepares a clear next step and gives customers a secure place to review it, so the decision can move forward with confidence.

OPPORTUNITY #SR-1048SENT SECURELY
$3,840Recommended work
  1. 01
    Autopilot prepared

    Evidence-led customer follow-up

  2. 02
    Team approved

    The recommendation and message

  3. 03
    Customer portal

    A secure review link was delivered

Outcome recordedCustomer update delivered

FOUNDER SHOP

Autopilot for the opportunities that deserve a follow-through.

$195/month

AI conversion coverage for up to 200 customer opportunities each month