Getting started
New to Servicio? Start here. Account creation, onboarding, importing your client book, and your first visit end-to-end.
Welcome to Servicio
A 5-minute orientation to the platform, the four roles, and how this documentation is organized.
Signing up & creating your account
Creating a Servicio tenant, choosing a starting tier, and setting up your owner account.
The onboarding wizard
The 3-step wizard that takes you from a new account to "ready to invoice your first visit."
Importing clients from another tool
Migrating from Jobber, Skimmer, GorillaDesk, or QuickBooks. CSV format, field mapping, and what to double-check after the import.
Your first visit, end-to-end
From scheduling a visit to sending an invoice — the full lifecycle in under 10 minutes.
Inviting your team
Adding dispatchers, office staff, and technicians. Roles, permissions, plan seat limits, and how invite emails work.