Soil testing software for the firms that put boots in the field
Whether you run a one-person soil-scientist practice or a crew that knocks out a dozen perc tests a week, ServGround replaces the spreadsheet-and-email scramble with one workflow: intake, parcel tracking, scheduling, soil report delivery, and payment — all in one place.
The problem with how it's done today
Scheduling chaos
Perc test windows depend on weather, soil conditions, and the client's closing deadline. When the schedule lives in your head and a Google Calendar, jobs slip through the cracks.
Reports written, payment delayed
You write the soil report. You attach it to an email. The client opens it, gets what they need for the closing, and forgets the invoice exists. You spend more time chasing money than testing soil.
Parcel data lives everywhere
County records here, the client's deed there, your handwritten notes from the site visit somewhere else. The same parcel info gets retyped four times before the report ships.
One workflow, end to end
From the first phone call to the final paid report — no manual handoffs between disconnected tools.
- 1
Inbound request
A buyer's agent or builder needs a perc test before closing. The request comes in by phone, your website form, or the AI receptionist — and lands as a service request with the parcel info attached.
- 2
Confirm scope and price
Send a soil-testing proposal with your standard scope, deposit, and turnaround time. Reusable templates mean you're not retyping the same paragraph for the hundredth time.
- 3
Collect deposit, schedule the visit
Deposit-on-signed-contract gets you paid before you load the truck. The visit goes on your schedule with the parcel and contact info.
- 4
Do the field work
Field crews see the parcel info on their phones, complete the site visit, and record findings. Photos and notes attach to the project file.
- 5
Write the report
Use the report builder to assemble the soil findings, percolation rates, recommendations, and attached photos. Generate a clean PDF for delivery.
- 6
Deliver behind payment
The final report publishes to the client portal — locked behind payment. The download unlocks automatically the moment the invoice clears. No more chasing money after the work has shipped.
The US has roughly 60 million acres of soil-surveyed land documented by the USDA Web Soil Survey — every transaction on rural and exurban property may need a soil evaluation, a perc test, or both before closing.
Source: USDA NRCS Web Soil SurveyHow ServGround handles it
Parcel-first CRM
Each client links to one or more parcels with validated address, county, and state. Pull up a parcel and see every soil test, perc test, and report you've ever done for it.
Reusable proposal templates
Pre-built templates for standard perc tests, soil evaluations, site assessments, and combination scopes. Edit once, reuse forever.
AI receptionist for missed calls
You're in the field with a presoak running. The phone rings. The AI receptionist answers, captures the request, and texts the caller your intake form. No more "I called twice and never heard back" reviews.
Schedule that follows the project
Project dates push to your Google Calendar or Outlook. Reschedule from the app and the calendar updates. The route optimization add-on can sort tomorrow's perc tests by drive time.
Payment-gated soil reports
Soil reports and perc test results publish to the client portal but the download is locked until the invoice is paid. Override per report when you trust the relationship.
Installment invoicing
Deposit on contract, balance on delivery — or fixed milestones. Cards, ACH, check, cash, and Zelle are all first-class.
“ServGround has quickly become one of the most valuable tools in my workflow. In an industry where clear communication, accurate billing, and dependable customer management are absolutely critical, this platform delivers exactly what service professionals need. What stands out most is how intuitive and customer-focused the system is. Creating estimates, sending invoices, and tracking payments is straightforward, and the platform keeps everything organized in a way that saves me time and reduces errors. My clients appreciate the clean, professional look of the documents they receive, and I appreciate how easy it is to manage each project from start to finish. The team behind ServGround clearly understands the realities of field-based work. The platform feels like it was built for contractors and consultants, not adapted from a generic billing system. Support is responsive, updates are meaningful, and the overall experience has been consistently reliable. If you're looking for a billing and customer management platform that actually supports the way our industry works, ServGround is an excellent choice. It has streamlined my operations, improved client communication, and added a level of professionalism that sets my business apart.”
Frequently asked questions
- Does ServGround do soil analysis or generate soil maps?
- No — you do the field work and the technical analysis. ServGround handles everything around the soil work: intake, scheduling, proposals, contracts, invoicing, report delivery, and client communication.
- Can my crew see tomorrow's perc tests on their phone?
- Yes. The tech portal is mobile-first. Each field worker sees their daily schedule with parcel info, address, contact phone, scope, and any notes attached to the project.
- What if the soil fails the perc test and I have to deliver bad news?
- The platform doesn't care whether the result is pass or fail — it ships the report you write. Some firms use the moment to offer alternative system design or a second site location, which can roll right into a new proposal on the same client record.
- How long does it take to write a soil report in ServGround?
- Most firms use the report builder with a saved template that auto-fills client and parcel details. Day-to-day, a residential perc test report comes together in minutes once the field findings are entered.
- Can I bill on a per-test fixed-fee basis?
- Yes. Most soil testing work is fixed-fee. You can build a proposal template with your standard scope and price, send it in a couple of clicks, and have an e-signed contract back the same day.
- Does it work for combined soil-and-septic firms?
- Yes. Many ServGround users do both. Soil scientists who also offer septic design or inspection run all three under one workspace and the same client records flow across projects.
- How are AI Voice Receptionist minutes billed?
- Each subscription plan includes a monthly allowance of voice minutes. Overages are charged per minute, and bonus minute top-ups are available without changing your plan. Usage is visible on the AI Services dashboard.
- Can clients see when their report will be ready?
- Yes. After the proposal is signed and the deposit is paid, the client portal shows the project's scheduled work date based on your firm's lead time. The client gets automated email updates when the report is published.
Ready to streamline your firm?
Start your 14-day free trial — no credit card required.