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Start Here: Set Up Your Account
Get booked, dispatched and paid in your first week: set up your company, your team and your account step by step.
9 articles
- 1Your First Week With Servgrow: A Day-by-Day Plan to Book, Run and Get PaidGo from a new account to your first paid job in five days. Follow this plan and you will know exactly what to set up, in what order, and where to find help for each step.4 min read
- 2Step by Step Guide to Fully Set Up Servgrow From Scratch: Get Ready to Book Work and Get PaidSet up your company profile, online payments, prices, customers, automatic messages, team, first job, customer portal and online booking in the right order, so you can start booking work and getting paid online sooner.7 min read · 10 screenshots
- 3Company Profile: Set Up Your Business Details, Hours and SecurityMake every estimate, invoice and text look professional: add your logo and business details, set your time zone and working hours, and manage lead sources, tags, custom fields and two-factor authentication in one place.4 min read · 8 screenshots
- 4Account Settings Dashboard: Everything That Runs Your Business in One PlaceFind every setting that controls how your business runs in Servgrow, from prices and customer messages to your team, payments and invoices, grouped into Workflow, Company and Finances.4 min read · 2 screenshots
- 5How to Add an Employee: Give Every Team Member the Right AccessGive everyone on your team their own login and just the access their job needs: techs see their own jobs, the office runs the day, and your numbers and settings stay in the right hands.5 min read · 7 screenshots
- 6Changing Employee Permissions and Roles: Give Everyone the Right AccessDecide exactly what each team member can see and do, protect your prices and customer information, and create your own roles such as Crew Lead when the ready-made ones do not fit.5 min read · 7 screenshots
- 7Your Servgrow Dashboard: See How Your Business Is Doing at a GlanceStart every day knowing what you've billed and collected, what's booked, who still owes you and which estimates need a follow-up, all on one screen.5 min read · 9 screenshots
- 8Activity Feed: See Who Did What, and Whether the Customer Opened ItOne timestamped list of everything that happened in your account, filtered by date, type or customer, including whether the estimate or invoice you sent was actually opened.3 min read · 3 screenshots
- 9How to Update Your Subscription Plan in Servgrow1 min read · 4 screenshots
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