Win more estimates without the busywork.
TeamServ helps field teams quote faster, keep customers organized, and close jobs from one place — without enterprise bloat.
Residential · HVAC
Full system replacement
Acme Comfort — Main St.
Line items
12
Tax & fees
Auto
Margin
+28%
Estimates / month
12k+
Across shops
Avg. close time
2.4d
Send to sign
Time saved
8+ hrs
Per estimator / week
Customer NPS
72
Self-reported
Product
Everything you need to quote and run the job
One workflow from first call to signed estimate — without the clutter of generic CRMs.
Estimate builder
Line items, taxes, and totals in minutes. Export or send a link when you are ready.
How it worksFaster approvals
Customers approve on a simple page — you see status without chasing email threads.
Typical wait vs. PDF back-and-forth (teams we surveyed)
Customer records
Estimates and jobs stay tied to each account — no spreadsheets to reconcile.
One record per customer
Pipeline visibility
See what is draft, sent, and won — so you know where to follow up this week.
We cut proposal time in half. Crews actually use it because it feels fast — not like enterprise software from 2005.
Marcus Reid
Owner, Reid Mechanical
Process
How TeamServ fits your week
Capture
Build an estimate with your line items and pricing.
Approve
Customer opens the link and approves or declines.
Execute
Turn a win into a scheduled job in one step.
Refine
Review pipeline and follow up where it matters.
Ready to try it on your next quote?
Start a trial, invite your team when you are ready — no credit card required for the trial tier.