Your pipeline.
Running itself.
One board from first call to paid invoice. Every stage advances itself when the work is done. Built for 1-to-5-truck home service shops.
You can't scale a home service business on sticky notes.
If you are tracking leads in your head or on a whiteboard, you are losing money every single day.
Missed follow-ups
You call a lead once, they don't answer, and you get busy. That lead is gone forever, and so is the revenue.
Quotes go to die
You sent the estimate 3 days ago. Did they open it? Did they hate the price? You have no idea, so you don't call.
Zero visibility
You don't know if you have $5k or $50k in the pipeline for next week. You are hiring and spending based on guesses.
Everything included.
$59/month for life in Wave 2.
The $29 wave closed Sept 16, on schedule. Wave 2 locks $59/month for life, everything included, for every trial started by Nov 11. After that, the list price is $79.
Our Signature Pipeline View
The Simple Way to Track Every Dollar in Your Business
You don’t need to be a sales expert to use this. Service Anchor turns your messy list of leads into a clean, simple board that shows every customer from the first phone call to the final payment. The best part? The board does the work for you. Cards move automatically as you complete tasks, and the system sends text updates to your customers so you never have to worry about dropping the ball.
- Auto-Updating Board: Cards move automatically based on actions so no manual dragging is required.
- Stage-Based Automation: Emails and texts trigger automatically when leads hit specific stages.
- Track Every Dollar: See exactly how much potential revenue is sitting in every stage.
- See The Next Step: Know exactly what action to take next to close every single deal.
- Track Pipeline Growth: Monitor lead volume, value, and conversion rates to measure success.
- Loss Analysis: See why deals failed so you can fix your sales process.
The Sales Compass
Never let a lead go cold again
Your list of leads is dozens long. Only five of them matter this hour. The Sales Compass ranks every lead by win likelihood, deal value, and how long it has been sitting, so you work the top of the list instead of the whole thing.
- Priority-scored in real time: Every lead ranked by win likelihood, deal value, stage age, and activity recency. Recomputed hourly, no manual refresh.
- Daily action plan, auto-built: A ranked follow-up list generated for you each morning. No more staring at the pipeline wondering who to call first.
- Full conversation history: Every call logged, every note time-stamped. Walk into the next conversation knowing exactly where you left off.
- My Performance dashboard: Per-rep KPIs, deals closed, revenue generated, personal streaks.
- Team leaderboard: Friendly competition that surfaces who is closing and who is stalling.
- Rule-based, not AI: Scoring is transparent. You can see exactly why a lead ranks where it does.
The Executive Dashboard
The Command Center for Your Entire Operation
Every morning you want to know four things: how much came in, what's owed, who's working today, and what needs your attention. The Executive Dashboard puts all of it on one page, with every dollar tagged to an action you can take.
- Revenue collected, by period: Toggle across 7, 30, or 90 days. Watch the trend arrow, not the snapshot.
- Outstanding balance with delta: Total receivables and whether you are collecting faster or slower than last period.
- Recent payments feed: Every invoice that just settled. Customer, amount, how long ago. No refresh.
- Today's crew, one panel: Every tech's booked hours vs. available hours. Spot idle capacity before the day starts.
- Needs Attention with dollars attached: Unscheduled jobs, stale leads, pending estimates. Each shows the revenue on the table if ignored.
- Close rate and avg job value: Conversion metrics with the same period toggle. See whether this week was a fluke or a pattern.
Lead Management
From New Lead to Paid Customer, We Track It All
Every lead has a source, a service type, a pipeline stage, and a history of every call, text, and estimate. Service Anchor keeps all of it in one place. Open any lead and see the full story in five seconds.
- Source attribution: SEO, ads, referrals, phone, walk-in. Tag the source at intake, know which channel actually closes.
- Trade-tuned categorization: Pre-built service types and lead sources load per trade. Ten trades, 90 seconds to first useful state.
- One-click to estimate: Book an on-site estimate or send a quote directly from the lead record.
- Call history + click-to-call: Every inbound and outbound call logged on the lead record. Click the number to dial from your browser.
- Pipeline status at a glance: See exactly which stage every lead is in, how long it has been there, and what the next action should be.
- Customer profile on win: When a lead converts, a customer profile is created with the full lead history attached. No re-entry.
Missed-call text-back
A Missed Call From a New Number Gets a Text Back
You are on the ladder, the phone rings, it stops. The text goes out before you climb down. Calls, voicemails, and texts from unknown numbers are read and sorted: real inquiries become leads on the board with the job type and urgency filled in, spam stays off it.
- Fires on new numbers: Unknown callers get the text. Known customers reach you the usual way.
- Lead on the board: The reply creates a lead with name, job type, and urgency pulled from the message.
- Works on trial: On from day one of the trial, before your own number is registered.
- Spam stays off: Spam and wrong numbers are kept out of the pipeline.
- Unsure goes to triage: Anything the sorter cannot place waits for you, nothing is dropped.
- Follow-ups on a timer: A quoted lead that goes quiet gets the next text on schedule.
How Service Anchor stacks up
Apples-to-apples on the things small home service shops actually care about. April 2026 pricing.
| Service Anchor | Jobber | Housecall Pro | Workiz | |
|---|---|---|---|---|
| Starting price | $59/mo for life | $49/mo | $79/mo | Demo required |
| Unified sales + job pipeline | Included | Separate modules | Separate modules | Separate modules |
| Trade-specific setup in 90 seconds | Pre-built | You build it | Limited | Partial |
| A2P SMS auto-registered for you | Automated | Self-serve | Self-serve | Self-serve |
| Card payments built in | Pass-through | Pass-through | Their processor | Pass-through |
| No per-user fees, ever | Included | Upper tiers only | Seat-priced | Tier-limited |