What EverPro does

EverPro (legal entity: EverPro Solutions LLC) is a B2B office operations platform purpose-built for home service businesses, with primary traction in HVAC and plumbing verticals in the US and Canada. Founded in July 2020 in San Diego, California by former Housecall Pro executive Rolando Serrano (CEO), with Steve Borrebach (COO) joining as co-founder in March 2021, the company serves 200+ home service Pros. EverPro delivers three integrated service modules: a Contact Center providing 24/7/365 inbound call handling with a documented 94%+ answer rate and 11-second median response time during business hours; a Customer Loyalty program automating multi-channel retention communications across SMS, voicemail, email, phone, and social; and a Business Intelligence dashboard surfacing 10+ KPIs not available in standard CRMs (booking rate, conversion rate, ROMI, and others), updated daily.

The platform is architected on best-in-class third-party infrastructure — Salesforce as the primary CRM, Talkdesk for VoIP and contact center capabilities, Slack for internal and client communications, and Zapier for cross-application automation — with proprietary call routing, custom call flows, and a double opt-in SMS consent system developed in-house. All communications are delivered in the name of the Pro Company, meaning EverPro operates entirely behind the scenes from the end customer's perspective. The platform integrates with the four major field service software systems (ServiceTitan, Housecall Pro, Service Fusion, and Jobber), enabling accurate in-platform appointment booking.

The revenue model is a hybrid of subscription and usage-based pricing with no long-term contracts required. Business Intelligence is sold in three monthly tiers ($199, $599, and $1,599 per month); Customer Loyalty uses per-customer annual pricing ($2.82/customer/yr up to 10,000 customers, then $0.89 above); and Contact Center charges a weekly base fee of $129 plus $2.19 per minute of call time, with an 8-minute per-call cap. The 18-person, founder-owned company operates with no disclosed external institutional capital.

Name

EverPro

Legal name

EverPro Solutions LLC

Website

https://tryeverpro.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

11–50 employees

Short description

EverPro is a B2B office operations platform for home service businesses, providing 24/7 contact center, customer loyalty automation, and business intelligence analytics to HVAC and plumbing companies across the US and Canada.

Ownership category

akta.pro rank

Product category

Home Services Office Operations

NAICS

Telephone Call Centers (56142), Computer Systems Design and Related Services (5415), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)

SIC

Services-Facilities Support Management Services (8744), Services-Telephone Interconnect Systems (7385), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Customer Service, Support & Contact Center CRM (HDAEAFAC)

akta.pro secondary industries

Customer Service/Support CRM & Contact Center Platforms (BPAFAFAK), Contact Center Operations & Tools (ACD/IVR/CRM/WFM) (EDABACAA)

Keywords

• Contact center services
• Customer retention software
• Business intelligence dashboards
• Home services operations
• Field service management

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales

Revenue model

1. Business Intelligence: Three-tier subscription model for analytics and reporting. Essential Insights at $199/mo provides dashboard access with automatic data updates. Guided Growth at $599/mo adds monthly strategy calls with executives. Strategic Success at $1,599/mo adds monthly data analysis and execution briefs.
2. Customer Loyalty: Per-customer annual subscription priced at $2.82 per customer per year for up to 10k customers, then $0.89 per customer per year for additional customers above 10k. Includes multi-channel customer engagement via text, voicemail, email, phone, and social posts.
3. Contact Center: Weekly base fee of $129/week plus $2.19 per minute for time spent on calls with customers. 8-minute cap per call. Services include inbound call handling (94%+ answer rate, 24/7/365), lead management, appointment booking, confirmation calls, estimate management, customer satisfaction calls, dispatch for dollars, deposit/invoice collection, and outbound campaigns.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

EverPro provides an integrated B2B office operations platform for home service businesses (HVAC, plumbing, electricians, and other trades), delivered behind the scenes in the Pro Company's name. Its three core offerings are Business Intelligence (a daily-updated dashboard tracking 10+ KPIs not visible in standard CRM systems), Customer Loyalty (automated multi-channel repeat-customer engagement across SMS, email, voicemail, phone, and social), and Contact Center (24/7/365 inbound and outbound call handling, appointment booking, lead management, and payment collection). The platform is built on Salesforce, Talkdesk, Slack, and Zapier, with no long-term contracts required and month-to-month flexibility.

Product overview

EverPro is a B2B office operations platform for home service companies, consisting of three integrated service modules: Business Intelligence (analytics and KPI dashboard), Customer Loyalty (automated multi-channel customer retention), and Contact Center (24/7 call handling and booking). The platform operates as a technology service provider on behalf of Pro Companies, delivering all communications under the Pro Company's brand. Pricing is tiered by service with no long-term contracts required.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Intelligence Analytics and reporting solution that uncovers over 10 key performance indicators beyond standard CRM capabilities, presented in a private dashboard updated daily to highlight revenue opportunities. Targets home service business owners and operators who need data-driven decision support.
• Customer Loyalty Customer retention program that automates repeat business through multi-channel communications including SMS, email, phone calls, ringless voicemail, and social media to keep brands top-of-mind. Designed for home service businesses seeking to defend against competitors and Google LSA while increasing organic bookings.
• Contact Center 24/7/365 inbound and outbound call handling service that answers 94%+ of calls, with flexible staffing that scales up during busy seasons and down during slow periods. Services include inbound call handling, lead management, appointment booking, confirmation calls, estimate management, customer satisfaction calls, dispatch for dollars, deposit and invoice collection, and outbound campaigns. Targets home service businesses that cannot maintain full-time office coverage.

Quantifiable outcome

• 94%+ of inbound calls answered
• +3 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature4 records

Partnerships

Eight partnerships are on record, tiered core and integration.

• SalesforcecoreTechnology or IntegrationPrimary CRM platform used by EverPro to deliver operations solutions. Salesforce has 70,000+ employees and 150,000+ customers worldwide. EverPro leverages Salesforce's customized, powerful processes and data collection mechanisms tailored for home service business needs. Salesforce usually has three major update releases per year, and as they innovate, EverPro innovates.
• TalkdeskcoreTechnology or IntegrationCloud-based contact center and VoIP platform used by EverPro to answer and make calls. Talkdesk's complex capabilities allow EverPro to construct proprietary routing processes based on customer journey stage. 97% of calls in business hours are answered within 11 seconds using Talkdesk infrastructure.
• SlackcoreTechnology or IntegrationBusiness communications tool purchased by Salesforce in 2021 for over $27 billion. EverPro uses Slack for all internal communication and customer communication. Custom built integrations allow instantaneous communication about calls, office tasks, bookings, and everything in between. Slack's powerful search capabilities allow customers to find any information when needed.
• ZapiercoreTechnology or IntegrationIntegration platform connecting over 4,000 apps including Salesforce, Talkdesk, Slack, major home service SaaS platforms, and Google workspace. EverPro uses Zapier to create complex, automated processes in real-time for communication and operational efficiency.
• ServiceTitanintegrationTechnology or IntegrationMajor field service software platform. EverPro's team is familiar with ServiceTitan CRM, allowing accurate appointment booking with customized details like fees and service areas.
• Housecall ProintegrationTechnology or IntegrationField service software platform. EverPro's team is familiar with Housecall Pro CRM, allowing accurate appointment booking. The company was co-founded by former Housecall Pro executives.
• Service FusionintegrationTechnology or IntegrationField service software platform. EverPro's team is familiar with Service Fusion CRM for accurate appointment booking.
• JobberintegrationTechnology or IntegrationField service software platform. EverPro's team is familiar with Jobber CRM for accurate appointment booking.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• PATLive: US-based virtual receptionist / answering service with usage-based pricing — directly comparable GTM and operational model to EverPro's Contact Center.
• VoiceNation: Live answering and outbound calling service for SMBs with per-minute pricing — closely matches EverPro's usage-based Contact Center economics.
• Specialty Answering Service: 24/7 inbound call answering and lead capture for SMBs including trades — directly comparable service offering and target buyer to EverPro.
• Ruby Receptionists: Virtual receptionist and live chat answering service for SMBs and professionals — directly competes with EverPro on inbound call handling as a service.
• AnswerConnect: 24/7 live answering and contact center service for SMBs across trades, legal, and healthcare — closely comparable scope and pricing model to EverPro's Contact Center.
• Smith.ai: An SMB-focused virtual receptionist and answering service with US-based agents — directly comparable to EverPro's Contact Center offering across multiple verticals.

Broad incumbents

• Jobber: Field service software for home service Pros with reporting and customer comms — comparable buyer base and integration partner to EverPro.
• ServiceTitan: Enterprise-grade vertical SaaS for trades with built-in BI and contact center integrations — the largest addressable incumbent in EverPro's target segment.
• Housecall Pro: Dominant vertical SaaS for home service Pros with CRM, scheduling, and dispatch — overlap with EverPro's integrations and BI surface area; also a former employer of both founders.

Emerging players

• MarketSharp / CallProof (MarketSharp family): CRM and marketing automation for home improvement and home services Pros with reporting and call-tracking — partial overlap with EverPro's BI and loyalty modules.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/tryeverpro

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about EverPro