The Acquisition and Operating System Built for Home Service Contractors Who Want to Grow.
MaxServ is a proud member of the NAHB & SUHBA
MaxServ is the complete operating system for sub-contractors. It combines CRM, lead management, customer communication, automation, scheduling, estimates, invoicing, payments, reporting, AI phone into one platform—helping contractors win more jobs, eliminate administrative chaos, and scale their business.
It replaces fragmented tools, inconsistent processes, and missed opportunities with a structured, automated, and complete scalable client acquisition & operating engine.
Your lead flow is inconsistent & you're too dependant on GCs
Revenue becomes unpredictable, making hiring and growth difficult.
Let's Solve
Your Biggest Growth
Challenges.
You're losing customers because you follow-up too slowly
Scheduling, crew coordination & job visibility isn't systemized
You have too many administrative tasks
Contractors who respond first often wins the job.
Missed deadlines, frustrated customers, and reduced profitability.
Admin tasks limit your ability to focus on scaling your business.
You're not collecting sufficient reviews to stand out
Prospects often base their decision to hire you off other customer reviews .
You have a lack of standardized operational systems
Service quality declines as the company grows.
Your New Virtual Reality
Meet Claire, your new AI team member. Claire will answer your phone calls and web chat after-hours, if you're not available to respond, or she can be available 24/7. She is trained to know and answer questions specifically regarding your business. Claire is consistent, calm, and never sleeps. She focuses on providing a clear, consistent experience for clients and prospects. Claire is also trained to look at your calendar and book appointments when you're not available to book them yourself. Claire is smart, sympathetic, and sounds human. She is your expert team member who's more reliable and can sell as good or better than your best human employee.
AI Solutions Built to Generate Revenue
Voice AI
Never miss another opportunity. Claire will answer when your team can't - every call, only missed calls, or after-hours calls.
Claire checks your team's availability and books estimates and other appointments for you.
Claire sends you call summaries so you and your team can stay in the loop.
Claire assigns every lead to the right team member to follow up and meet the client or prospect.
Claire collects and stores prospect information in the fully integrated MaxServ CRM.
Web Chat AI
Claire responds to every web chat that comes from your website and answers questions specific to your business.
Claire checks your team's availability and books estimates and other appointments for you.
Claire sends you a chat summary so your team can stay in the loop.
Claire assigns every lead to the right team member to follow up and meet the client or prospect.
Claire collects and stores prospect information in the fully integrated MaxServ CRM.
What are Missed Opportunites Costing You?
The MONTHLY cost of NOT engaging prospects within 5 minutes of their first inquiry:
8
X
=
$2800
$22,400
MISSED CALLS
AVERAGE SALE
MISSED MONTHLY REVENUE OPPORTUNITY
Reviews AI
Strengthen your Google Reviews for online credibility. Claire sends a review request to every completed job, automatically.
Claire will contextually respond to every customer review and will alert you of any problems requiring human intervention.
Claire will contextually respond to every customer review and will alert you of any problems requiring human intervention.
Manage all review sites in a single integrated platform, including manual customer QR code scans.
Auto AI-review sending and auto AI-review responses are optional. Manual send and responses also availbale.
Workflows AI
Save time and create consistency by implementing workflows based on information Claire collects.
Claire Triggers workflows based on what your customer or prospect says, such as sending warranty information when asked for it, or notifying Sales when an estimate is requested.
Trigger workflows based on what your customer or prospect says, such as sending warranty information when asked for it, or notifying a Sales when an estimate is requested.
Claire will have a real conversations through we messages or phone calls, then will ask for appointments, qualify leads, answer business or industry-specific questions, collect information, and book appointments for the appropriate team.
Listen to Claire handle this landscaping inquiry and book a prospect appointment!
How and when should you start integrating AI into your business?
Let's chat about it.
MaxServ CRM
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Name
Email
Phone
Address
CRM
MaxServ's CRM utilizes fully integrated web forms, landing pages, web chat, AI voice agents and social to capture leads. No more piecing together multiple systems to capture and convert prospects. Seamlessly capture leads when homeowner purchasing intent is highest, respond instantaneously, and convert prospects to clients all in a single system.
Convert more leads than ever before.
Purpose-Built Customer Acquisition Pipeline
Keep Every Lead and Estimate Organized
See every new inquiry, estimate request, follow-up, and sold job in one organized pipeline.
Know Exactly Where Every Potential Job Stands
Quickly see who needs an estimate, who has been quoted, who needs follow-up, and which jobs have been won or lost.
Know What's Actually Driving Revenue
See your pipeline value, won jobs, conversion rates, lead sources, and where potential revenue is getting stuck.
Eliminate the Communication Gap
MaxServ believes communication is a differentiator for contractors. MaxServ's communication hub allows you to receive and respond to all communications - regardless of channel - then execute a variety of bulk actions to move prospective jobs forward, all in a single view.
Easily switch between your team and your individual inbox to quickly view internal and external communication.
Team & Individual Inbox
View all communication sent and recieved in a single view for conveniently accessing conversation history. Respond to texts, emails, phones, and web chat in a single view.
Conversations
Alongside the communications view, you have quick access to view all the contact details for the contact you are communicating with so your team is not having to switch between screens.
Contact
Quick actions enable you to view related opportunities, prospect company details, assign tasks to any user, take notes, and set appointments without having to switch screens. Save time while keeping everything in a single view.
Quick Actions
Give the whole team visibility
Owners, office staff, estimators, and salespeople can see what's happening without constantly calling or texting each other for updates.
Keep customer communication connected to the job
Calls, texts, emails, notes, appointments, and customer information stay together instead of scattered across phones and inboxes.
One Company Number
Let your team call and text customers without relying on personal cell numbers.
Respond From Anywhere
Communicate with customers from the office, jobsite, truck, or wherever the day takes you.
Contact Lists Built to Execute
Customer and Leads Organized
Organize all your client and prospect contact records by just about any attribute - hot leads, project-type, geo-based, tasks due, or any other list you can dream up, Smart Lists make managing many contacts with various needs an executable dream.
Efficient Batch Operations
Execute batch tasks directly from a single screen. Email, text, add tags, send review requests to happy customers, sort, manage tasks, and more - seamlessly in a single app.
Stay On Top of Completed Jobs
Automatically see recently completed work that still needs invoicing, payment collection, photos, documentation, or a review request.
Audit-Worthy
All actions performed - from calls, texts, and emails, to CRM updates, notes taken, vendors or crews dispatched, estimates booked, and automations triggered - everything timestamped and audit-worthy.
Keep Every Job-Related Document Together
Store contracts, warranties, agreements, photos, and other important documents with the customer record to locate and access them simply, instead of searching through emails and folders.
Document Management Just Got A Lot Simpler
Create & Send Documents Fast
Generate professional contracts, agreements, and other customer documents directly from MaxServ.
Know What Was Sent & Signed
Track document activity so your team can quickly see what has been completed and what is still outstanding.
Assign it. Track it. Get it done.
Assign Clear Ownership
Assign every task to the appropriate team member so there is clear ownership over critical tasks.
Never Miss a Deadline
Add due dates and priorities so important customer and job tasks don’t get forgotten.
Enforce Response SLAs
Set expectations for how quickly important tasks should be handled and identify when something is becoming overdue.
Automate the Next Step
Automatically create tasks when specific events happen, such as a new lead coming in, an estimate being sent, or a job reaching a new stage.
How are you currently organizing all your contacts, leads, and active jobs?
Feeling chaotic?
Respond Instantly.
Engage Before Your Competitors Do.
Integrated Lead Forms
PM Website
Landing Page
Web Ads
Any Lead Source
New Owner Lead Received
Automatically Respond within Seconds
Integrated, Multi-Channel Calendar Booking
Engage Using a Single Communication Hub
Engage Prospect Instantly
Fully Integrated CRM
Automatically Document Every Conversation
Automatically Create Visibility Into Every Deal
Track & Document Deal Progress
Leads are highest intent the moment they reach out or submit that 'free quote' web form. If you're not responding within minutes, you're losing them to your competitors who are.
MaxServ fixes this with contextualized, automatic responses designed to engage prospects and book quotes in-the-moment while purchasing intent is at it's peak.
From first lead to finished job, MaxServ keeps your entire customer journey in one place.
ORGANIZE. EXECUTE.
With MaxServ's
Job Boards
Turn sold opportunities into active jobs
Move a customer directly from the sales pipeline into the Job Board without re-entering information.
See every job at a glance
Know what’s newly sold, scheduled, in progress, waiting on something, or completed.
Keep job details in one place
Customer information, job value, notes, conversations, appointments, documents, and activity stay connected to the job.
Schedule the work
Add job dates, appointments, site visits, and important deadlines so nothing gets forgotten.
Assign jobs and follow-ups
Give team members clear responsibility for what needs to happen next.
Automate customer communication
Send confirmations, reminders, job updates, completion messages, review requests, and payment follow-ups automatically.
Never lose track of a sold job
Quickly identify jobs that are stalled, overdue, or waiting for the next action.
Track jobs all the way to revenue
See the value of active work and move completed jobs into
How are you managing live leads together with active jobs?
Let's chat about what's possible.
A sales process your team can actually follow.
Without a structured sales pipeline you're not just losing leads - you're losing referrals, 5-star reviews and future revenue.
See Every Opportunity
Know exactly where every lead, estimate, and potential job stands.
Own Every Opportunity
Assign leads to the right team member and create clear accountability.
Never Lose an Estimate
Keep open estimates visible and moving until you get an answer.
See Future Revenue
Know how much potential work is sitting in your pipeline at any time.
Know What’s Next
Instantly see which opportunities need a call, estimate, or follow-up.
Built Around Your Process
Customize sales stages to match exactly how your company sells and closes jobs.
Follow Up Automatically
Trigger texts, emails, reminders, and tasks as leads move through your pipeline.
Close More Jobs
Create a consistent sales process that keeps opportunities moving instead of falling through the cracks.
Instead of hoping your marketing is working, you see exactly how leads convert into new customers. Your team operates with clarity, not chaos.
Is your pipeline structured to give you the next best steps to get the job sold?
Let's talk about it...
Turn Prospects Into Booked Appointments, Instantly.
Let prospects instantly book quotes with your team the moment they're interested - no back-and-forth, no missed opportunities.
MaxServ's integrated calendars allows prospects to book estimates via your website, landing pages, text, email, web chat, voice, or manually when your prospects' intent is the highest.
Instant Multi-Chanel Booking
Auto-Syncs to Your Outlook or Gmail
Auto-Assigns Leads to Appropriate Team Members
No More Missed Calls or Delayed Follow-Ups
Auto-Confirmations and Reminders
Higher Lead > Appointment Conversion
How do you keep your calendar full?
Every Deal
Visible
Actionable
Measurable
Track your entire sales pipeline in real-time - no more guesswork
Visibility to what sources are driving revenue and where revenue is being lost
Instantly spot high-value leads to know how to prioritize them
Turn your pipeline into predictable revenue
Fully configurable to your business metrics
Get
Paid
Faster
MaxServ simplifies your entire sales and billing process—from estimate to payment—in one centralized platform.
Create professional quotes, send invoices, collect payments, and automate follow-up without juggling multiple systems.
Create and send professional estimates and proposals
Capture digital approvals and signatures
Generate one-time and recurring invoices
Accept secure online card and ACH payments
Automate invoice reminders and collections
Track payment status and customer history
See how MaxServ can help you quote faster, invoice easier, and collect payments with almost no effort.
Send quotes and invoices via email or SMS
Manage everything from a single platform
Keep every lead, every job, and every dollar moving forward.
MaxServ gives contractors one connected system to capture opportunities, win jobs, manage jobs, keep everyone accountable, and get paid. MaxServ is your all-in-one platform to scale your home services company through every stage of growth.