# ServGround

> Workflow platform for environmental, land services, surveying, and engineering firms whose deliverable is a paid report.

## What is ServGround?

ServGround is a workflow management platform built for professional services firms whose work produces a paid report. It replaces disconnected tools (Word docs, spreadsheets, paper invoices) with a single system that handles the entire client lifecycle:

Service Request → Proposal → Contract → Invoice → Payment → Report Delivery

The report is the product. ServGround's payment-gated report delivery, parcel tracking, AI receptionist, and client portal serve every report-driven firm identically.

## Who is it for?

- Environmental consulting firms
- Soil scientists and soil testing crews
- Percolation (perc) test professionals
- Wastewater specialists and onsite wastewater consultants
- Septic system designers
- Septic installers
- Septic inspectors and site evaluators
- Land services consultants (wetland delineation, site evaluation, natural resource investigation, regulatory permitting)
- Land surveyors (boundary, topographic, ALTA/NSPS, construction staking)
- Consulting engineers (geotechnical, structural inspection, site characterization, civil consulting)

## Key Features

- **CRM with Parcel Tracking** — Client database with property parcel data, county lookups, and Smarty address validation
- **AI-Assisted Proposals** — Generate professional proposals with templates, auto-invoicing on acceptance
- **E-Signature Contracts** — Send contracts through the client portal for electronic signature
- **Smart Invoicing** — Installment plans, surcharge pass-through, automated reminders
- **Payment-Gated Reports** — Deliver soil test results, septic designs, survey plats, and engineering reports locked behind payment
- **Client Portal** — Secure portal where clients view proposals, sign contracts, pay invoices, and access reports
- **AI Voice Receptionist** — Phone-based assistant that answers calls, captures service requests, checks availability
- **AI Website Agent** — Chat widget on merchant websites that answers questions using the knowledge base
- **Professional Website Builder** — Custom-domain business website with services, testimonials, and FAQs
- **QuickBooks Online Sync** — Automatic sync of clients, invoices, and payments
- **Google Calendar Sync** — Project dates and appointments pushed to Google Calendar
- **Outlook Calendar Sync** — Per-user calendar sync for workspace members and field technicians
- **Route Optimization Add-On** — Optimize daily routes for field crews via Google Routes API
- **Automated Reminders** — Escalating follow-ups for proposals, contracts, invoices, and project milestones
- **Financial Dashboard** — Income, expenses, payouts, and revenue tracking
- **Team Management** — Multi-user workspaces with owner, member, and coordinator roles
- **Referral Program** — $25 Stripe credit for successful referrals

## What ServGround Does Not Do

ServGround manages the business workflow around field-based professional services. It does not replace specialized CAD, drafting, or design tools (e.g., AutoCAD Civil 3D, Carlson Survey, geotechnical analysis software). Firms continue to use their existing field and design software; ServGround handles intake, proposals, contracts, invoicing, payments, scheduling, and report delivery.

## Pricing

- **Starter**: $20/month (1 seat)
- **Professional**: $30/month (3 seats)
- **Business**: $40/month (7 seats)
- **Premier**: Larger teams — see /pricing
- All plans include a 14-day free trial. No credit card required.

## Links

- Website: https://servground.com
- Pricing: https://servground.com/pricing
- Sign Up: https://servground.com/signup
- Help Center: https://servground.com/help
- Blog: https://servground.com/blog
- Case Studies: https://servground.com/case-studies
- Glossary: https://servground.com/learn
- Environmental Consulting: https://servground.com/environmental-consulting-software
- Septic Design: https://servground.com/septic-design-software
- Soil Testing: https://servground.com/soil-testing-software
- Land Services: https://servground.com/land-services-software
- Land Surveying: https://servground.com/land-surveying-software
- Engineering Firms: https://servground.com/engineering-firm-software

## Location

Based in Concord, North Carolina. Serving environmental consulting, land services, surveying, and engineering firms across the United States.

## Contact

Request a demo at https://servground.com/#demo