The onboarding wizard has three steps — company, services, customers — and each is skippable. You can come back to finish any step at any time via the dashboard checklist.
Step 1: Company
Confirm or edit your business details: legal name, address, phone, website, timezone, and primary industry (lawn, pool, or both). If your phone number matches a Google Business Profile, we auto-fill your address and logo from there.
- Brand color. Used on the customer portal, quote PDFs, and invoice emails. Pick a color that matches your trucks or existing branding.
- Logo. Optional but recommended. PNG or SVG, ideally square, at least 256x256.
- Default locale. English or Spanish. Drives the language for automated messages when a specific client does not have a per-client preference set.
- Supported locales. Multi-select. Every language you support. Clients can only choose preferred languages from this set.
Step 2: Services
Servicio ships with a starter service catalog based on your industry. For lawn shops: weekly mowing, biweekly mowing, hedge trimming, aeration, seasonal cleanup, fertilizer treatment. For pool shops: weekly maintenance, chemical balance, equipment check, green-to-clean, filter cleaning. For "both", you get the union.
Every service comes with a market-average default price. Edit any you want; delete any you do not do; add any that are specific to your shop.
Step 3: Customers
Two paths:
- Manual entry. Add clients one at a time. Good for small shops or pilot runs.
- CSV import. Upload a CSV with your full client book. We provide templates for Jobber, Skimmer, GorillaDesk, QuickBooks, and generic format.
See Importing clients from another tool for the CSV format details and field-mapping.
Finishing the wizard
When you hit "Finish", your tenant is fully provisioned. Default message templates (24 of them, across 15 trigger types, in English and Spanish) are seeded. A sample week of visits is generated for any recurring services you configured. You land on the owner dashboard.