Help center
Step-by-step guides to every part of ServisGo, from your first work order to route planning and acts of work.
Service progress & work tracking
How ServisGo tracks what is planned, what is still outstanding, and what has already been done, visit by visit.
Which services each visit covers
How ServisGo keeps track of what is planned, what is still left to do, and what is already done across one or more visits.
Recording the work that was done
How to record performed services on a work order, and how those records feed the to-do lists of later visits and your acts of work.
Visit statuses and calendar colors
What the four visit statuses mean, how they get set, and why visits in the calendar show the colors they do.
When a job is complete
The exact rules ServisGo uses to decide when a work order is done, why finishing one visit does not always finish the whole job, and what happens to your visits when a job is closed.
Getting started
Set up your company, learn the dashboard, and build your service catalog.
Setting up your company
How to create your ServisGo account in two short steps, set your work address and team size, and get everything ready for your first work order.
Quick start: your first job end to end
The whole flow at a glance: one app for the person who plans, one for the technician in the field, and a work order traveling between them from creation to done.
Understanding the dashboard
A quick tour of the sidebar, the Overview page, and where to find the language switcher and logout.
Managing your service catalog
Create the services you offer, each with a duration and a price, and choose which technicians can perform them.
Work orders & scheduling
Create work orders, understand statuses, and schedule visits.
Creating a work order
How to create a new work order: pick the client, add the services, set an optional planning window, and save.
Working with the work orders list
The Work Orders page: tabs that work like saved views, filters that stay, the row menu, copying work orders and acting on many at once.
Recurring work orders
Set up a recurring rule for jobs that repeat, and ServisGo will create the next work order by itself every time the previous one is closed.
Work order statuses explained
What each work order status means, how statuses change as you book visits, and which ones are final.
Booking visits into the calendar
How to turn a work order into booked visits: drag it onto a technician's day, or let ServisGo suggest the best time.
Keeping clients in the loop
Every work order has a personal client page where clients check the booked time and reschedule it with one tap, no app and no account.
Calendar & route planning
Work with the calendar, let ServisGo suggest the best slots, and protect time off.
Working with the calendar
A tour of the ServisGo calendar: technician columns, the visit card, dragging visits around, and the panel of work orders waiting to be booked.
Smart suggestions that cut driving
How ServisGo places addresses on the map and suggests work order times that add the least driving to each technician's day.
Blocked hours: protecting time off
How to block out lunch breaks, days off and recurring meetings so no visits ever get booked over them.
Checklists & reports
Standardize field work with checklists and generate acts of work.
Client signatures
Have clients sign off completed work on the technician's phone, and get both signatures, theirs and yours, printed on the act of work.
Checklists for consistent field work
Build reusable checklists, attach them to services, and have technicians fill them in during every visit, the same way every time.
Acts of work (service reports)
Design act of work templates from building blocks, then generate, finalize and print professional service reports straight from a work order.
Clients & team
Manage client records, addresses, technicians and user accounts.
Clients and their addresses
How client records work in ServisGo: the contact persons and the primary one, the objects where work happens (each with its own people if needed), and the company and invoicing details.
Addresses and the map
How to enter an address in ServisGo: pick it from the suggestions as you type, read the pin button next to it, and set the exact point by hand or on a map when the suggestions do not have it.
Technicians and user accounts
Roles in ServisGo, what makes a person schedulable in the calendar, and how service skills decide who gets suggested for a job.
The technician mobile app
How field technicians use the ServisGo app: their week of visits, what to pack, the month calendar, starting and finishing work, recording services, checklists, files and client signatures, all synced live to your dashboard.
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