Servicio is a field-service operating system for outdoor-trade businesses — lawn care, landscaping, pool service, pest control, and snow removal. It is built to be used by four different kinds of people: the shop owner, the dispatcher, the technician in the field, and the homeowner whose property is being serviced.
This documentation is organized around those roles. If you are an owner trying to configure something, start with the owner sections. If you are a technician trying to complete a visit, jump straight to the tech field app section. If you are a homeowner trying to pay an invoice, the customer-portal section has everything you need.
The four roles
- Owner. Runs the business. Has access to every client, visit, invoice, employee, and setting within the tenant. Configures services, templates, commission plans, branding, and billing.
- Technician. Runs the visits. Sees only their own route, their own clock-in history, and any visit they are assigned to. The tech PWA is designed for mobile-first use with offline support.
- Client. Receives the service. Authenticates via magic link (no password). Sees upcoming and past visits, photos, invoices, and a "request extra visit" form.
- Super admin. Only for Servicio internal staff. Cross-tenant visibility for support and compliance. Not a role you will create as a customer.
How to read this documentation
Every section has an overview and a handful of article-length how-tos. Articles end with prev/next links so you can read linearly, or jump around via the sidebar. Use the search box at the top of the sidebar to filter articles by keyword.
Callouts appear throughout this documentation in three colors: