Setting up your company
Welcome to ServisGo! Before you plan your first appointment, there are a few one-time steps: create an account, tell us about your company, and wait for a quick approval.
This guide walks you through each of them, and ends with the first things worth doing once you are in.
Create your account
- 1Open the registration page
Open the ServisGo dashboard. On the sign-in page, look just below the form: next to "Don't have an account?" there is a "Sign up" link. Click it and the "Create Account" page opens.
The registration page: one short form and you are in. - 2Fill in your details
Enter your "Full Name", "Email" and "Phone Number", then choose a "Password" of at least 8 characters and repeat it under "Confirm Password".
- 3Agree and submit
Tick "I agree to the Terms & Conditions" and press "Create Account".
Tell us about your company
Right after registering, a short two-step form asks about your company. You fill it in only once.
- 1Company Details and Company Address
Enter your company information and the main work address. Take a moment to get the address right: ServisGo plans travel between jobs, and the planning starts from this address.
- 2My Address
This is your own starting address. If you work from the company address, simply tick "Same as company address".
When the form is done, you will see an "Almost there!" screen. Our team reviews every new account and activates it shortly. You get access to all features once the review is done.
First things to do
Once your account is active, a little setup makes everything else easier:
- Add your services: the jobs you offer, each with a duration and a price. Click "Services" in the sidebar on the left, then press the "Create Service" button in the top-right corner of the page.
- Add your team: create an account for every technician, with their working hours and starting address. Click "Users" in the sidebar, then press "Create User" in the top-right corner.
- Check your settings: click "Settings" at the bottom of the sidebar and switch on the features you want to use.
The "Settings" page lists optional features you can turn on or off at any time: "Auto Planning", "SMS", "Checklists" and "Acts of work". They appear as a list on the left side of the page. Click a feature and its panel opens on the right, with an "Enabled" / "Disabled" toggle switch in the panel's top corner. Flip the switch, then press "Save" at the bottom of the panel.
