Once you have at least one client, one service, and one tech on your team, you can run a full visit through Servicio. This walkthrough is the fastest way to understand how the pieces fit together.
1. Schedule the visit
If the client has a recurring service, visits are auto-scheduled — you should already see one on the dispatcher. Otherwise:
- Go to Clients → click the client → "Assign service."
- Pick a service, a frequency, a price, and a start date. "One time" is fine for a first test.
- The new visit appears in the unassigned queue on the dispatcher (left sidebar).
- Drag the visit onto a tech's row on the day-view grid.
2. Run the visit (as the tech)
Either log in as the tech on a phone (the tech PWA is at /t/{tenant}/tech) or, for testing, use the "Act as" feature in Settings → Team. The tech sees their day's route.
- Tap "En route" when leaving the previous stop (fires the "on the way" SMS to the client).
- Tap "Arrive" on arrival (starts the visit timer, captures weather).
- Run the service checklist (if one is configured). Take photos. Record chemistry if pool.
- Tap "Complete." An invoice is auto-generated and emailed to the client.
3. See what happened
Back on the owner side:
- Dashboard: visit shows up in "Today's activity" with revenue.
- Inbox: the "on the way" SMS and the "visit complete" email are logged in the client's thread.
- Invoices: a new invoice appears with status "sent."
- Client detail page: the visit shows in history with photos attached.
- Portal (if you log in as the client): visit + photos + invoice + pay button all visible.
4. (Optional) Get paid
If you have Stripe Connect configured and the client has a card on file with auto-pay enabled, the invoice auto-charges immediately. Otherwise, the invoice carries a pay link — the client can pay from the portal or directly from the email.