ServGround is a service business management platform that combines a professional website, AI receptionist, and a full proposal-to-payment workflow into one system. It handles everything from the first client call to the final report delivery — client intake, proposals, contracts, invoicing, payments, project tracking, and a client portal — so you can run your business from a single dashboard instead of juggling disconnected tools.

Can businesses outside of environmental consulting use ServGround?

Yes. While we spotlight environmental consulting, ServGround is built for any service-based business that follows a request-to-deliverable workflow. The platform’s services, templates, AI assistants, and client portal are fully customizable to match your industry. Examples include engineering & surveying firms, home inspection services, construction & general contracting, HVAC and plumbing services, landscaping & grounds maintenance, IT consulting & managed services, architecture & design firms, and pest control & remediation. If your business takes client requests, creates proposals, signs contracts, invoices for work, and delivers reports or deliverables — ServGround fits.

What happens when a client calls during a site visit?

Your AI receptionist answers the call, identifies the caller’s needs, captures their service request details (including email, service type, address, and parcel info), and creates a service request in your dashboard. You get notified instantly and can follow up when you’re back from the field.

How do voice calls, website forms, and portal requests work together?

All intake channels funnel into one centralized dashboard. Whether a client calls your AI number, fills out a form on your website, or submits a request through the portal, it lands in the same queue with automated follow-ups for incomplete submissions. No separate tools needed.

How does the automated follow-up system work?

The platform sends escalating reminders for overdue invoices, unsigned proposals and contracts, incomplete service requests, and expiring documents — all automatically. Reminders start gentle and increase in urgency over time. You never have to manually chase a client again.

Are proposals and contracts AI-assisted?

Yes. Generate proposals with AI-assisted content, pre-built templates, and service-specific line items. Contracts auto-populate from proposal data with customizable terms. Both support e-signatures through the client portal and automated follow-up reminders.

Can clients pay in installments?

Yes. Invoices support installment plans, milestone billing, and full payment. Clients can pay via credit card or ACH online, and you can record manual payments (check, cash, Zelle) for offline transactions. Automated escalating reminders handle overdue installments.

Can I gate environmental reports behind payment?

Yes. When you link a report to an invoice, the full report stays locked in the client portal until the invoice is paid. Clients can see the cover page and title, but findings, recommendations, and attachments are only accessible after payment clears. You can grant override access for trusted, long-standing clients on a per-report basis.

Can I track parcels and property information?

Yes. Parcel numbers, county, state, and property data are tracked per service request. Address autocomplete with property enrichment provides ownership, assessment, and physical property data — giving you the context you need before heading to a site visit.

Is my business data secure on ServGround?

Absolutely. Every workspace on ServGround is completely isolated — your data lives in its own secure vault that no other business can ever access. All data is encrypted in transit using bank-grade TLS encryption and at rest on Supabase’s SOC 2 Type II certified infrastructure. Files like proposals, contracts, and reports are stored in private buckets with time-limited access links that expire automatically, so documents are never publicly accessible. Your data is yours and only yours.

How does ServGround protect my clients’ payment information?

ServGround never stores, processes, or has access to credit card numbers. All payment processing is handled entirely by Stripe — the same payment processor trusted by Amazon, Shopify, and millions of businesses worldwide. Stripe is PCI DSS Level 1 certified, the highest level of payment security. Your business name appears on your clients’ bank statements so they always recognize the charge, reducing chargebacks and confusion.

How do my clients access their portal securely?

Your clients log into their portal using secure magic links — unique, one-click login links sent directly to their email. There are no passwords to create, remember, or steal. Each link expires within 24 hours and can only be used once. The portal is also protected by CAPTCHA technology to block bots, file upload validation to prevent dangerous file types, and input sanitization to guard against common web attacks. It’s secure by design, but effortless for your clients.

Does ServGround support Multi-Factor Authentication (MFA)?

If you sign in with your Google account, you automatically benefit from Google’s industry-leading multi-factor authentication — including fingerprint, face recognition, and one-time codes. This means your ServGround account is protected by the same security that guards your Gmail and Google Workspace. For users who sign in with email and password, native MFA with authenticator apps and SMS verification codes is on our near-term roadmap. We recommend Google sign-in for the strongest account protection available today.

Does ServGround integrate with QuickBooks?

Yes. ServGround connects directly to QuickBooks Online and automatically syncs your clients, invoices, and payments — so your books stay up to date without double entry. The integration is included with every plan at no extra cost. Connect your QuickBooks account in Settings and everything flows automatically from that point forward.

How does the QuickBooks sync work?

ServGround pushes data to QuickBooks Online automatically at key moments — when you send an invoice, your client and invoice appear in QuickBooks. When a payment is received (via Stripe or recorded manually), the payment is created in QuickBooks and linked to the correct invoice. There is nothing to export, import, or manually reconcile.

Do I need to enter data in both ServGround and QuickBooks?

No. ServGround is the source of truth for your client work — proposals, contracts, invoices, and payments all live here. QuickBooks Online receives a copy of the financial data automatically so your accountant or bookkeeper always has current numbers. You never need to type the same invoice twice.

What QuickBooks data does ServGround sync?

ServGround syncs three types of records to QuickBooks Online: Clients (as Customers), Invoices (with line items, amounts, and due dates), and Payments (both Stripe online payments and manually recorded payments like check, cash, or Zelle). The sync is one-way — ServGround sends data to QuickBooks, keeping your accounting records current without any manual effort.

Can I connect QuickBooks to an existing ServGround account?

Yes. You can connect QuickBooks Online at any time from Settings → Integrations. Once connected, new invoices and payments sync automatically going forward. There is no disruption to your existing workflow — the integration layers on top of what you are already doing.

Why should I choose ServGround over other business management tools?

Most service businesses end up paying for and juggling five to seven separate tools — one for proposals, another for invoices, a website builder, a scheduling app, a payment processor, and maybe a CRM on top of it all. ServGround replaces that entire stack with one platform. Client intake, proposals, contracts, invoices, payments, project tracking, scheduling, reports, a client portal, and a professional website — all connected and working together. And with built-in QuickBooks Online sync, your accounting stays current automatically — no double entry, no manual exports. One login, one subscription, one place where everything flows from the first client call to the final deliverable.

What makes ServGround’s AI features different?

ServGround bundles three AI assistants that work together in ways no other platform offers at this price point. Your AI Voice Receptionist answers your business phone 24/7 — it captures service requests, looks up project statuses, and can even text callers a link to your intake form. Your AI Website Agent answers visitor questions using your own knowledge base and directs them to your contact form. And your AI Receipt Scanner lets you snap a photo of any receipt and automatically categorizes the expense. Your receptionist works at 2 AM. Your website agent answers questions while you’re on a job site. Your bookkeeper reads receipts so you don’t have to.

Do I really get a professional website included?

Yes — a real, professional website with your own custom domain name, SSL security certificate, and search engine optimization built in. It includes service listings, an FAQ page, customer testimonials, a contact form with AI chat, and mobile-responsive design that looks great on any device. You don’t need a web designer or a separate website builder. When you update your services, branding, or business information in your settings, your website updates automatically. It’s included with every plan at no extra cost.

How does the Client Portal save me time?

Instead of emailing PDFs back and forth and fielding calls asking "where’s my invoice?", your clients get their own self-service portal. They can view and sign proposals, sign contracts with e-signatures, pay invoices online, check project status, upload documents, and access published reports — all from one place, on their own time. There’s no account to create and no password to remember. They click a secure link from their email and they’re in. That means fewer interruptions for you and a more professional experience for your clients.

Is there a free trial? Do I need a credit card to start?

Yes, every new account starts with a free trial — no credit card required. You get full access to the platform so you can set up your workspace, explore the features, and see how ServGround fits your business before committing. When your trial ends, you can choose the plan that works best for you.

AI-Powered for Environmental & Site Consultants

From First Call to Final Report — One Platform for Your Entire Firm

Stop juggling spreadsheets, chasing emails, and waiting on payments. Get a professional website, AI receptionist, and full proposal-to-payment workflow — live in under 24 hours.

Start Free Trial

Free 14-day trial · No credit card required

Your workflow, end to end

64Requests

38Proposals

21ContractsOptional

42Invoices

$128KPayments

16Projects

34Reports

64Requests

38Proposals

21ContractsOptional

42Invoices

$128KPayments

16Projects

34Reports

64Requests

38Proposals

21Contracts· Optional

42Invoices

$128KPayments

16Projects

34Reports

Trusted by Environmental & Site Consultants

500+

Environmental Reports Delivered

98%

On-Time Completion

Zero

Missed Follow-Ups

$2M+

Invoices Processed

Sound Familiar?

These problems cost environmental consulting firms thousands every year.

Drowning in Paperwork

Soil test results, septic designs, regulatory permits scattered across email, paper files, and random folders. Hours wasted searching for documents before site visits.

Revenue Leaking Through the Cracks

Clients view completed reports without paying. Follow-up invoices get lost. No leverage to ensure payment before report delivery.

Phone Rings, Nobody Answers

Site visits mean missed calls. Potential clients hang up and call the next consultant. Every missed call is a lost soil test or septic design project.

From Request to Report — Four Simple Steps

See how ServGround handles your entire environmental consulting workflow

Receive Requests

A client calls about a soil test. Your AI receptionist answers, captures the details, and puts it in your dashboard. Website forms and portal requests land in the same place.

Centralized intake (voice + web + portal)
AI receptionist captures details 24/7
Automated follow-ups on incomplete requests

Propose & Sign

Generate a professional proposal with AI-assisted templates and service-specific line items. Send it for review, get the contract e-signed — all in the portal.

AI-assisted proposals with customizable templates
E-sign contracts directly in the client portal
Automated reminders before expiration

Invoice & Collect

Send an invoice with installment options. Accept cards, ACH, or record manual payments (check, cash, Zelle). Automated reminders chase overdue payments for you.

Installment plans and milestone billing
Cards, ACH, check, cash, Zelle
Automated escalating reminders
Syncs automatically to QuickBooks Online

Deliver Reports

Publish your soil test report to the client portal — locked until they pay. Grant override access for trusted clients. Reports unlock automatically when payment clears.

Payment-gated report delivery
Auto-unlock on payment
Override access for trusted clients

Every step includes automated follow-ups — from incomplete service requests to overdue invoices. The platform chases your clients so you don’t have to.

See How It Works

Watch how environmental consultants use ServGround to streamline proposals, invoicing, report delivery, and more.

How It Works

How Servground Works — Full Platform Walkthrough

A complete walkthrough of Servground for Environmental & Site Consultants. See how to manage service requests, send proposals and contracts, automatically create projects and schedules, lock reports until payment, accept flexible payments, and track income and expenses — all in one integrated platform.

View All Resources

Your Entire Operation, One Dashboard

Track every service request, proposal, invoice, and project in real time. No more switching between spreadsheets, inboxes, and filing cabinets.

Track your pipeline

Monitor finances

AI answers calls

Professional website

servground.com/dashboard

ServGround

Welcome back, Travis

Professional · Active

Kelly Environmental Consulting

New Request

New Client

New Proposal

New Invoice

Total Clients

1,483

New Requests

Active Proposals

Pending Invoices

$12,400

3 invoices

Active Projects

Monthly Revenue

$18,750

Workflow Pipeline

This month

Requests

Proposals

Contracts

Invoices

Projects

$18.7k

Revenue

Needs Attention

[INV-2026-047] Invoice overdue — Morrison Site Assessment
[PROP-2026-018] Proposal expires in 2 days — Lakeside Perc Test
[SR-2026-093] New request from Hargrove Development LLC

servground.com/dashboard

Welcome back, Travis

Kelly Environmental Consulting

Total Clients

1,483

New Requests

Active Proposals

Pending Invoices

$12,400

3 invoices

Workflow Pipeline

This month

Requests

Proposals

Contracts

Invoices

Projects

$18.7k

Revenue

Needs Attention

[INV-2026-047] Invoice overdue — Morrison Site Assessment
[PROP-2026-018] Proposal expires in 2 days — Lakeside Perc Test
[SR-2026-093] New request from Hargrove Development LLC

AI That Works While You’re in the Field

Real AI trained on your environmental consulting business — not generic chatbot gimmicks.

Never miss a soil test inquiry

AI Voice Receptionist

Your AI receptionist answers calls during site visits, captures soil test and septic design inquiries, and provides instant answers — all trained on your specific services and availability.

Answers calls during field visits
Captures complete service request details
Checks availability and schedules perc tests
Sends SMS follow-ups automatically

Answers questions about your services 24/7

AI Website Agent

Your AI agent answers questions about services, availability, and perc test scheduling — even at 2am on a Sunday. Trained on your knowledge base.

Instant answers from your knowledge base
Answers availability and scheduling questions
Hands off to contact form when needed
Learns from your documents and website

Everything You Need to Run Your Practice

A fully integrated platform built for environmental & site consulting firms.

Client & Project Management

Track every property, parcel number, and client across all your environmental projects — one centralized database for your entire practice.

AI-Assisted Proposals

Generate proposals with AI-assisted content, pre-built templates, and service-specific line items. Attach parcel details, set milestones, and send for review. Automated follow-ups remind clients before proposals expire.

E-Sign Contracts

Generate service agreements from proposal data with AI-assisted content and customizable templates. Clients e-sign directly in the portal. Automated reminders chase unsigned contracts.

Invoicing with Installments

Flexible payment options — full payment, installment plans, or milestone billing. Accept cards and ACH online, record manual payments (check, cash, Zelle). Syncs clients, invoices, and payments to QuickBooks Online automatically. Automated escalating reminders handle overdue invoices.

Payment-Gated Reports

Publish soil test results, septic designs, and inspection reports through the secure client portal — gated behind payment. Clients can’t view reports until the linked invoice is paid. Grant override access for trusted clients.

Client Portal

Clients view project status, download reports, pay invoices, and submit new requests — all in one branded portal. No separate apps or logins needed.

Centralized Intake

Voice calls, website forms, and portal requests all flow into one dashboard. No juggling multiple tools or integrations. Automated follow-ups chase incomplete requests.

Automated Follow-Ups

The platform chases your clients so you don’t have to — escalating invoice reminders, proposal expiry warnings, contract follow-ups, and incomplete service request nudges. All automated.

Trusted by Environmental & Site Consultants

Hear from firms that simplified their operations with ServGround.

“ServGround has become an essential part of my workflow as an environmental consultant. The platform brings proposals, invoices, and technical reports into one clean, intuitive dashboard that actually understands how our industry works. Instead of wrestling with generic software, I can build soil and site evaluations, septic design proposals, and environmental reports in a format that looks professional and consistent every time. The automation features save hours on administrative work, and the layout makes it easy to keep projects organized from first contact to final deliverable. ServGround feels purpose‑built for consultants who value accuracy, efficiency, and clear communication with clients. It has quickly become one of the most reliable tools in my business.”

LTPLA

Larry Thompson, PWS, LSS, AOWE

President, Thompson Environmental Consulting, Inc.

“Working with David to streamline and incorporate ServGround into my environmental consulting company has been an outstanding experience. David's expertise and dedication ensured a smooth transition, making the integration process seamless and efficient. His guidance not only helped us maximize the platform's features but also significantly improved our daily operations, organization, and client communications. I highly recommend David for anyone looking to enhance their business with ServGround.”

John Roberts

Owner, Ground Truth Soil Consulting

“The AI receptionist alone has paid for itself. I used to miss calls during jobs — now every call gets answered and I get a text with the details. Game changer.”

Marcus Johnson

Owner, Johnson HVAC Solutions

“We went from chasing invoices to getting paid in days. The client portal makes us look way more professional than we are.”

Sarah Chen

Operations Manager, GreenScape Landscaping

Simple, Transparent Pricing

Choose the plan that fits your practice. No hidden fees.

Starter

$41/mo

billed annually at $490

Save $98 — 2 months free!

Solo operators

1 team member
Full Website & CRM access
QuickBooks Online sync
Self-service support (72+ hours)
1 manual payment method
10 knowledge base files
40 voice AI minutes/mo
300 web AI messages/mo
100 SMS AI messages/mo
10 GB cloud storage

Start Free Trial

Professional

$83/mo

billed annually at $990

Save $198 — 2 months free!

Growing teams

5 team members
Full Website & CRM access
QuickBooks Online sync
Standard email support (48 hours)
2 manual payment methods
30 knowledge base files
120 voice AI minutes/mo
750 web AI messages/mo
300 SMS AI messages/mo
50 GB cloud storage
Custom domain
CSV import
AI receipt extraction

Start Free Trial

Business

$166/mo

billed annually at $1,990

Save $398 — 2 months free!

Scaling businesses

10 team members
Full Website & CRM access
QuickBooks Online sync
Priority email support (24 hours)
3 manual payment methods
150 knowledge base files
400 voice AI minutes/mo
2,000 web AI messages/mo
750 SMS AI messages/mo
250 GB cloud storage
Bring your own number (SIP)
Multi-device BYOD support
Custom domain
CSV import & export
AI receipt extraction
Instant payouts

Start Free Trial

Premier

$249/mo

billed annually at $2,990

Save $598 — 2 months free!

Enterprise teams

Unlimited team members
Full Website & CRM access
QuickBooks Online sync
Fast-track email support (same-day)
Unlimited manual payment methods
Unlimited knowledge base files
1,000 voice AI minutes/mo
7,500 web AI messages/mo
2,000 SMS AI messages/mo
1 TB cloud storage
Bring your own number (SIP)
Full team BYOD support
Custom domain
CSV import & export
AI receipt extraction
Instant payouts

Start Free Trial

14-day free trial. No credit card required. Save 2 months with annual billing.

View full pricing details

Frequently Asked Questions

Everything you need to know about running your service business with ServGround.

General

Features & Workflow

Security & Privacy

Integrations

Why ServGround?

Join the future of environmental & site consulting

Ready to Modernize Your Environmental & Site Consulting Firm?

Join environmental & site consulting firms who’ve replaced disconnected tools with one fully integrated platform — professional website, AI-assisted proposals, invoicing, payment-gated reports, client portal, and AI receptionist. No costly integrations. No technical expertise required. Everything works together while you’re in the field.

Start Free Trial

14-day free trial. No credit card required.

From First Call to Final Report — One Platform for Your Entire Firm

Sound Familiar?

Drowning in Paperwork

Revenue Leaking Through the Cracks

Phone Rings, Nobody Answers

From Request to Report — Four Simple Steps

Receive Requests

Propose & Sign

Invoice & Collect

Deliver Reports

See How It Works

Your Entire Operation, One Dashboard

Welcome back, Travis

AI That Works While You’re in the Field

AI Voice Receptionist

AI Website Agent

Everything You Need to Run Your Practice

Client & Project Management

AI-Assisted Proposals

E-Sign Contracts

Invoicing with Installments

Payment-Gated Reports

Client Portal

Centralized Intake

Automated Follow-Ups

Trusted by Environmental & Site Consultants

Simple, Transparent Pricing

Starter

Professional

Business

Premier

Frequently Asked Questions

General

What is ServGround?

Can businesses outside of environmental consulting use ServGround?

Features & Workflow

What happens when a client calls during a site visit?

How do voice calls, website forms, and portal requests work together?

How does the automated follow-up system work?

Are proposals and contracts AI-assisted?

Can clients pay in installments?

Can I gate environmental reports behind payment?

Can I track parcels and property information?

Security & Privacy

Is my business data secure on ServGround?

How does ServGround protect my clients’ payment information?

How do my clients access their portal securely?

Does ServGround support Multi-Factor Authentication (MFA)?

Integrations

Does ServGround integrate with QuickBooks?

How does the QuickBooks sync work?

Do I need to enter data in both ServGround and QuickBooks?

What QuickBooks data does ServGround sync?

Can I connect QuickBooks to an existing ServGround account?

Why ServGround?

Why should I choose ServGround over other business management tools?

What makes ServGround’s AI features different?

Do I really get a professional website included?

How does the Client Portal save me time?

Is there a free trial? Do I need a credit card to start?

Ready to Modernize Your Environmental & Site Consulting Firm?