The CRM for service businesses
A CRM that calls
a job a job.
Pick your trade and Avero arrives already set up — the pipeline your team runs, the fields you actually track, and an AI receptionist that answers your phone, WhatsApp, website chat, Facebook Messenger, and Instagram.
No credit card. Set up in about a minute.
- Estimate Requested
- Estimate Sent
- Scheduled
- In Progress
- Invoiced
- Paid
Heat pump replacement
Minh Nguyen
Spring tune-up ×2 units
Carla Reyes
Furnace igniter repair
Dale Whitmore
Real template data — these stages and fields exist the moment you pick HVAC.
How it works
From “we run this out of a group chat” to a working pipeline, today.
- 01
Pick your trade
Thirty-four industries, each with its own pipeline, fields, and vocabulary — configured before you finish typing your name.
- 02
Bring the team
Invite your crew with roles that fit: owners and admins see everything, agents can keep a private book.
- 03
Work the pipeline
Drag jobs across stages, log calls from the truck, and let AI score the leads and draft the follow-ups.
Everything included, from day one
Six jobs you stop doing by hand.
Omnichannel AI Receptionist
One AI answers your phone, WhatsApp, website chat, Facebook Messenger, and Instagram — trained on your prices, your hours, your service area. It can speak in your own cloned voice, lead in Spanish, and make the day-before confirmation calls.
Live Quote → Paid
The AI quotes real prices — checked against your price book, never invented — with good-better options the customer picks from. One tap approves, the invoice follows, payment happens online, and QuickBooks or Xero stays in sync. Quotes that stall get chased for you; add-ons a tech finds mid-job are priced and paid before the truck leaves.
Marketing Engine
SMS campaigns with compliance built in and email that looks designed. Real printed postcards mail to a radius around the jobs you just finished — and thank-you, win-back, and anniversary mailers run themselves once you set them.
Social & Lead Capture
Facebook Lead Ads drop straight into your pipeline, and any email inquiry you forward gets filed as a lead — attachments and all. Post to Facebook, Instagram, X, and LinkedIn from one screen, and put chat on your website with a single script tag.
Retention & Reviews
Service plans create the next job on schedule, so maintenance customers never lapse — and one statement link shows a customer everything they owe. Google reviews get AI-drafted replies you approve, and WhatsApp, Facebook Messenger, and Instagram share one inbox.
Intelligence & Trust
Ask your numbers a plain question, get a straight answer. AI call summaries and an ROI dashboard show what's paying off. Underneath: encryption, two-factor auth, and transparent usage billing you can read on one page.
The honest comparison
Everything they bolt on, we build in.
Swipe the table sideways — the capability column stays put.
| Capability | Avero | ServiceTitan | Housecall Pro | Jobber | GoHighLevel |
|---|---|---|---|---|---|
| AI answers every call 24/7 | Yes | Yes | Paid add-on, partial, or claimed | Paid add-on, partial, or claimed | Yes |
| AI quotes real prices from your rate card | Yes | No | No | No | No |
| One AI brain: phone, WhatsApp, web, Facebook Messenger, Instagram | Yes | No | No | No | Paid add-on, partial, or claimed |
| Quote → approve → invoice → paid, automatically | Yes | Paid add-on, partial, or claimed | Paid add-on, partial, or claimed | Paid add-on, partial, or claimed | No |
| AI re-engages abandoned quotes | Yes | No | No | No | No |
| AI prices mid-job change orders | Yes | No | No | No | No |
| Dispatch board, crews & tech mobile app | Yes | Yes | Yes | Yes | No |
| Timesheets, GPS stamps & payroll export | Yes | Yes | Paid add-on, partial, or claimed | Paid add-on, partial, or claimed | No |
| Job costing: labor + materials + true margin | Yes | Yes | Paid add-on, partial, or claimed | Paid add-on, partial, or claimed | No |
| Inventory, truck stock & purchase orders | Yes | Yes | Paid add-on, partial, or claimed | No | No |
| Multi-visit projects & subcontractor costs | Yes | Yes | Paid add-on, partial, or claimed | Paid add-on, partial, or claimed | No |
| Equipment records with maintenance reminders | Yes | Yes | Paid add-on, partial, or claimed | Paid add-on, partial, or claimed | No |
| Works offline in dead zones (field app) | Yes | Paid add-on, partial, or claimed | No | No | No |
| Printed postcards + auto-mailers | Yes | Paid add-on, partial, or claimed | No | No | No |
| Review management with AI replies | Yes | Paid add-on, partial, or claimed | Paid add-on, partial, or claimed | Paid add-on, partial, or claimed | Yes |
| QuickBooks + Xero sync | Yes | Yes | Paid add-on, partial, or claimed | Yes | No |
| All field ops in every seat — no tier gates | Yes | Paid add-on, partial, or claimed | Paid add-on, partial, or claimed | Paid add-on, partial, or claimed | No |
- Included
- Paid add-on, partial, or claimed
- Not offered
Competitor capabilities from their published materials, July 2026.
Thirty-four trades, thirty-four templates
Find yours.
Each dot is a real pipeline stage. Every template is yours to edit once you're in — rename stages, add fields, change the words.
- Estimate Requested
- Estimate Sent
- Scheduled
- In Progress
- Invoiced
- Paid
- Estimate Requested
- Estimate Sent
- Scheduled
- In Progress
- Invoiced
- Paid
- New Lead
- Application
- Processing
- Underwriting
- Approved
- Funded
- Quote
- Scheduled
- Completed
- Paid
- Consultation
- Retained
- Discovery
- Negotiation
- Settlement/Trial
- Closed
- New Lead
- Nurturing
- Showing
- Offer
- Under Contract
- Closed
- Inquiry
- Tour Scheduled
- Application
- Screening
- Lease Signed
- Estimate Requested
- Estimate Sent
- Scheduled
- In Progress
- Invoiced
- Paid
- Service Request
- Diagnostic Scheduled
- Awaiting Parts
- Repair Scheduled
- Completed
- Paid
- New Request
- Quoted
- Dispatched
- On Site
- Paid
- Inspection Requested
- Quote Sent
- Scheduled
- Initial Treatment
- Paid
- Quote Requested
- Quote Sent
- Scheduled
- Completed
- Paid
- Quote
- Scheduled
- Completed
- Paid
- Quote Requested
- Quote Sent
- Scheduled
- Hauled
- Paid
- Estimate Requested
- Estimate Sent
- Scheduled
- In Progress
- Invoiced
- Paid
- Quote
- Scheduled
- Completed
- Paid
- Request
- Quote Sent
- Scheduled
- In Progress
- Paid
- New Inquiry
- Quoted
- First Visit Scheduled
- Active Route
- New Lead
- Inspection Scheduled
- Estimate Sent
- Scheduled
- Completed
- Paid
- Estimate Requested
- Estimate Sent
- Scheduled
- In Progress
- Invoiced
- Paid
- New Inquiry
- Quoted
- Scheduled
- Completed
- Paid
- New Loss
- On-Site Assessment
- Mitigation In Progress
- Rebuild
- Invoiced
- Paid
- Quote Requested
- Quote Sent
- Scheduled
- Completed
- Paid
- Service Request
- Quoted
- Scheduled
- Completed
- Paid
- Quote Requested
- Quote Sent
- Scheduled
- Completed
- Paid
- Quote Requested
- Quote Sent
- Glass Ordered
- Install Scheduled
- Completed
- Paid
- Inspection Requested
- Quote Sent
- Scheduled
- Completed
- Paid
- New Inquiry
- Quoted
- Contract Sent
- Active Contract
- Estimate Requested
- Estimate Sent
- Scheduled
- Completed
- Paid
- Quote Requested
- Quote Sent
- Booked
- Completed
- Paid
- New Lead
- Walkthrough Scheduled
- Proposal Sent
- Negotiation
- Active Contract
- New Inquiry
- Meet & Greet Scheduled
- Trial Visit
- Active Client
- New Inquiry
- Quoted
- Scheduled
- Active Route
- New Request
- Diagnosed
- Estimate Approved
- In Repair
- Paid
Something else? Start from any template and rename everything.
Your whole book, in one place, by lunch.
Pick your industry, invite the team, and start working the pipeline. The template does the setup.