For agencies

One platform for every trades client you run.

The CRM, the call tracker, the scheduler, the invoice tool, and the attribution, in one login. Built for the trades, priced for volume.

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One login

One platform replaces the stack you run today

Right now, your clients' day is split across a CRM, a call tracker, a scheduler, an invoice tool, and a spreadsheet for the ad results. ServiceLine runs all five from one login, built for trades crews.

And it includes the piece the other tools lack: every booked job tied to the ad that paid for it, so your clients see what their marketing made them. That is the report they stay for.

An agency team working together around a table

Set up for each client's trade on day one: HVAC, plumbing, electrical, roofing, and the rest.

The CRM. Leads, customers, and every call, text, and email on the record.

The call tracker. Which number rang, which ad brought the call, and who answered.

The scheduler. Bookings, the dispatch board, and the route, on one screen.

The invoice tool. Estimates, signatures, deposits, and on-site payment.

The attribution. Revenue by ad, keyword, and campaign, tied to collected dollars.

The agency view

Every client, one dashboard

One login shows the whole book of business. Each row is a client account, with the jobs this week, the revenue the ads brought in, and the health of the account.

You see the slow accounts before the renewal conversation, while there is still time to fix them.

Ask for a pilot agency login
Agency · 14 client accounts
ClientJobs / weekRevenue from adsHealth
Alvarez Plumbing
Plumbing · 6 techs22$18,400Healthy
Bright Air HVAC
HVAC · 4 techs15$12,250Healthy
Coastline Electric
Electrical · 3 techs6$4,100Needs a call
Gulf Coast Pest
Pest · 2 techs2$980At risk

Illustrative example of an agency book of business.

Volume pricing

At 10 accounts or more, $97 per account per month

Every account runs on the real ServiceLine platform, fully supported and always current. Your clients get the same app, the same updates, and the same support as a direct customer.

Agency

$97/acct/mo
  • At 10 accounts or more
  • Every account on the real platform
  • One login for your whole agency
  • Same usage rates as direct
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You keep the client relationship and the billing. We keep the platform current, and every account gets the trade pack set up on day one.

Growing your book? Add an account any month. The rate holds as long as you run 10 or more.

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Run your whole book on one platform

Tell us how many accounts you run. We will set up a pilot agency login. Pay month to month.

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