64 articles across 14 sections. Everything from signup to commission payouts, with the gotchas we see every week.
New to Servicio? Start here. Account creation, onboarding, importing your client book, and your first visit end-to-end.
How Servicio is priced, what each tier unlocks, the 14-day trial, plan limits, and how to upgrade or change plans.
The daily workflow for owners and office staff: dashboard, inbox, clients, search, settings, and the audit log.
The dispatcher day-view, route optimization, weather overlays, and handling the chaos of real operations.
Building your service catalog, per-service checklists, the full visit lifecycle, and capturing proof-of-service.
Building quotes with line items and optional upsells, sending them, the public accept page, and customer-initiated booking requests.
How invoices are generated, Stripe Connect setup, auto-pay, the 4-step dunning cadence, and refunds.
The message template studio, default templates, triggers, placeholders, bilingual messaging, and AI features.
Managing employees, time tracking, commission plans, client attributions, and building monthly payouts.
Reading the reports page, understanding MRR / AR aging / collection, and using margin data to make decisions.
What homeowners see, how magic-link authentication works, paying invoices, and requesting a visit.
The PWA that runs on technicians' phones. Installing, daily use, offline behavior, and tips for the field.
Multi-tenancy, the audit log, AI credits, user roles, and data-export / deletion rights.
Common issues, diagnostic steps, and when to contact support.
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