Help Centre
Step-by-step guides for setting up and running your business on Servetic, from creating your account to getting paid.
- Set up Servetic: your first-day checklist - The ten steps from a new account to a booking page that takes real work, in the order that avoids redoing anything.
- Your account and login - How sign-in works, how to reset your password, what the business email field does, and what to do if you want to close your account.
- Pricing options and add-ons - Offer grouped choices customers pick between, and separate optional extras, each with their own price on top of the base.
- Add your services - Start from suggested services for your industry or build one from scratch, choosing how customers request it and how it is priced.
- Add employees to your team - Add a team member with their name, contact details, job role and status, and Servetic emails them a link to set their own password.
- What happens right after someone books - What the customer and you are sent the moment a booking lands, and where to find it in Service Intake afterwards.
- Track bookings and quotes with Google Tag Manager - Paste your GTM Container ID to send booking and quote-request events from your public booking page into GA4, Meta Pixel or Google Ads.
- Automated review-request emails - The one email Servetic sends on its own: a review request the moment a job is marked complete, if you've set it up.
- Set your availability: hours, buffers and notice - How business hours, per-service overrides, buffer time and minimum notice combine to decide exactly which times customers can pick.
- Customise and embed your booking form - Choose what customers are asked, set deposits and tax, style the form, then share your direct link or embed it on your own site.
- Build an estimate - Add priced line items to an estimate, choose how each one is calculated, and save common jobs as a reusable template.
- Build and customise your booking form - Turn steps and fields on or off, add your own intake questions per service, then style the form to match your brand.
- Set when customers can book - Set your business hours, minimum notice and how far ahead customers can book, so every slot on your booking page is one you can actually work.
- Set up your business profile and currency - Add your logo and contact details, and set the timezone and currency every booking, estimate and invoice will use.
- Choose how customers request each service - Direct Booking, Request + Estimate or Quote Only: how each mode works, what the customer sees, and how to pick per service.
- Connect a payment gateway - Connect your own Stripe, Square or PayPal account so customers can pay deposits and invoices online, straight into your account.
- Create your account and start your trial - Sign up in three short steps, verify your email and start a 15-day free trial with no card required.
- Chat with a customer: links, inbox and texting - How the real-time chat thread works from your side and theirs, and how it differs from a text sent from your own phone.
- The customer portal: what customers can do - A self-service login where customers track their own bookings, quotes, estimates and messages, and how to invite someone to it.
- Customer records: fields, tags and search - Everything on a customer's record, how to search and filter the list, and what bulk actions actually work today.
- Managing and resetting your business data - What Data Management in Settings can and cannot do today, and how the one available action, resetting your data, actually works.
- How Servetic protects your data - Encryption in transit and at rest, database-level isolation between businesses, and how card payments are handled by your own processor.
- Require a deposit at booking - Set a business-wide default deposit and per-service overrides, plus a separate refundable security deposit — and what a customer actually pays online.
- Dispatch: assigning jobs to your team - Use the Dispatch timeline to see one day across your whole crew, drag jobs between technicians, and let Servetic suggest the best fit.
- What employees see on their phone - No app to install — it's a phone browser view. What a field employee sees after signing in: their jobs, addresses, notes, tap-to-call and job actions.
- Send an estimate for approval and signature - Sending an estimate creates a secure link the customer can open without an account, review, and sign to accept.
- Connect Google Calendar for consultation bookings - Connect your own Google account so a confirmed consultation booking creates a calendar event with a Google Meet link attached.
- Intake questions: what to ask when booking - Add booking questions to a service to collect job details and photos, and show or hide a question based on an earlier answer.
- Invite your team - Add employees with the right role, send their invite and give them a login to see their own jobs on their phone.
- Employee invite emails and password setup - Servetic emails a password-setup link when you add someone. Resend it, or set a password for them yourself if they can't receive email.
- Create invoices from jobs, bookings and estimates - Turn a job, booking or approved estimate into an invoice without ending up with two of them, or start one from scratch.
- Job statuses and the job lifecycle - The five statuses a job moves through, what changes each one, and where to make that change from the job page.
- The Jobs calendar and its views - Switch between List, Board, Schedule, Dispatch and Routes, and use the Schedule calendar's month, week and day views and status filter.
- Record manual payments and track overdue balances - Log a cash, cheque or bank-transfer payment against an invoice, and read the Invoices dashboard's outstanding and ageing figures.
- Measure a property on an estimate line - Draw a shape on a satellite map to get a square-footage or linear-footage number straight into an estimate line, without a tape measure.
- Meta lead ads: Facebook and Instagram to quotes - Connect a Facebook Page's lead-generation form so every lead it collects lands in Service Intake as a quote request automatically.
- Notification templates: the emails you send - Which customer emails you can personalise, what {{variables}} they support, and why the Reminders tab doesn't send anything yet.
- Payment links and paying an invoice online - Every invoice has a shareable public link, and its Pay Online section only ever shows a gateway you've actually connected.
- Plans, pricing and your subscription - Compare the four plans, see what extra users and billing interval cost, and manage checkout, cancellation and plan changes.
- Choose how a service is priced - The six ways a Servetic service can be priced, and how to pick the right one for each job you offer.
- Put your booking page on your website - Share your direct link, or embed the form on your own site with a fixed-height embed or a self-sizing script embed.
- Sync customers and invoices to QuickBooks Online - Connect your QuickBooks Online organization and send Servetic customers and invoices across with a one-click sync.
- How quote requests reach you - How a customer asks for a price on a service you can't price instantly, and where that request lands for you to work.
- Recurring job series - How a recurring series starts from a booking, how future visits generate automatically, and what pausing or moving one visit does and does not do.
- Recurring services and recurring discounts - Let customers book a service on a repeat schedule, with its own discount for each frequency you offer.
- Roles and permissions - The four job roles you can give an employee, and what actually controls what they can see: their login type, not the role label.
- Route ordering: putting each day in drive order - Routes puts each technician's stops in drive order by distance and shows the day's driving distance and time. Works out of the box, no map token needed.
- Set your service area - Create territories by ZIP code list, mile radius or a drawn zone so addresses you do not cover are never offered a time.
- Size bands and step-rate pricing - Price a service by named size bands, or step a per-square-foot rate down as jobs get bigger, without asking customers to do the math.
- Surcharges, fees and automatic pricing rules - Build an ordered pipeline of surcharges and flat fees, route compound cases straight to a quote, and set territory or volume-based price adjustments.
- Send a test booking and review it - Book your own service like a customer would, then find the request in Service Intake and take the next step.
- Thumbtack integration: leads, messages, phones - Connect your Thumbtack Pro account so new Thumbtack leads and customer messages land in Servetic, and reply to customers from the lead.
- What happens when a customer accepts - Accepting an estimate creates its booking already scheduled and an unpaid invoice - the job itself is created when you confirm the booking.