We help medical offices simplify scheduling, patient communication, referrals, reminders, and follow-ups using smart automations and AI-powered tools giving your staff more time to focus on care.
Medical offices handle an overwhelming amount of day-to-day admin: appointment requests, intake forms, follow-up reminders, prescription updates, insurance questions, referral coordination, cancellations, and no-shows.
Most of this work still happens manually pulling staff away from patient care and slowing down operations.
High volume of phone calls overwhelming the front desk
Patients forgetting or missing appointments (no-shows)
Manual intake forms slowing down check-in
No automated reminders or confirmations
Difficulty managing recurring follow-ups
Staff overloaded with repetitive communication tasks
Patients calling repeatedly for updates, paperwork, or instructions
Referral partners not receiving timely updates
Reviews not being requested consistently
No centralized system for patient messages & requests

How ServiceIQ Pro Helps Your Practice Run More Efficiently
Reduce front-desk overload. AI answers calls instantly, offers scheduling options, and routes urgent issues properly.
Send confirmations, reminders, instructions, and follow-ups automatically — reducing no-shows dramatically.
Automate patient intake, updates, consent forms, and follow-up questionnaires with a simple digital workflow.
Automatically notify referral partners when a patient schedules, completes a visit, or needs follow-up.
Automation gives your medical office business the ability to run smoother, faster, and with far less stress. Instead of chasing calls, managing reminders, or manually following up with customers, ServiceIQ Pro handles the busywork for you. From booking requests to quote follow-ups to review generation, you can streamline your entire workflow with smart, hands-free automations built to fit how your business operates. These tools help you stay organized, respond faster, and deliver a better experience all while freeing up your time so you can focus on the jobs that matter most.
Not every service business needs the same setup. Pick the package that fits where you are right now you can always upgrade as you grow.
Best for solo owners & small teams
Best for growing businesses that want more marketing power
Best for scaling teams or multi-truck / multi-location
2-Way Texting & Email
Web Chat Widget
Google Business Messaging
Missed Call Text Back
Text-to-Pay
Online Scheduling
Basic CRM & Pipelines
Basic Automation
Forms, Surveys & Reviews
Email Marketing
Basic Funnels & Website Builder
1 User • 2,000 Contacts
500 SMS/mo • $10 AI Credits/mo
Everything in Core
Advanced Workflows & Automation
Lead Nurture Campaigns
KPI Dashboard + Reporting
Lead Scoring
Email + SMS Template Library
Memberships & Communities
Advanced Funnels & Websites
AI-Enhanced Follow-Up
Campaigns + Broadcasts
5 Users • 5,000 Contacts
1,000 SMS/mo • $15 AI Credits/mo
Everything in Growth
AI Employee + Voice AI
Conversation AI + Funnel AI
Content AI + Reviews AI
Agent Studio + External AI Models
Full AI Lead Qualification
AI Appointment Setting
AI Review Response
Advanced Reporting & KPI Automation
Multi-Location Support
10 Users • Unlimited Contacts
1,500 SMS/mo • $20 AI Credits/mo
Service businesses that automate grow faster, earn more, and work with less stress. Whether you’re a one-person operation or managing a full team, ServiceIQ Pro helps you stay ahead of your competitors.


We are committed to helping businesses thrive through innovative software solutions. Our platform empowers you to streamline operations, make data-driven decisions, and unlock growth potential.
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