Help center
Step-by-step guides to every part of ServisGo, from your first appointment 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 an appointment, 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 an appointment 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, fill in your company details, and get everything ready for your first appointment.
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.
Appointments & scheduling
Create appointments, understand statuses, and schedule visits.
Creating an appointment
How to create a new appointment: pick the client, add the services, set an optional planning window, and save.
Working with the appointments list
The Appointments page: tabs that work like saved views, filters that stay, the row menu, copying appointments and acting on many at once.
Appointment statuses explained
What each appointment status means, how statuses change as you book visits, and which ones are final.
Booking visits into the calendar
How to turn an appointment into booked visits: drag it onto a technician's day, or let ServisGo suggest the best time.
Keeping clients in the loop
Every appointment has a personal client page where clients confirm, reschedule or cancel with one tap, and you see their answer in the calendar.
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 appointments waiting to be booked.
Smart suggestions that cut driving
How ServisGo places addresses on the map and suggests appointment 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.
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 an appointment.
Clients & team
Manage client records, addresses, technicians and user accounts.
Clients and their addresses
How client records work in ServisGo: people and companies, phone and email, and the work addresses that visits are planned around.
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 day of visits, starting and finishing work, recording services, checklists and photos, all synced live to your dashboard.
Can't find an answer?
Our support team is happy to help you directly.