Getting Started With ServiceWorks

The following blogs and tutorials will help get you up and running in ServiceWorks in no time. These tutorials are high-level and will cover a lot of the basics. As you get used to ServiceWorks and dive deeper into its capabilities, you can find guidance on those here: ServiceWork Blog

The first thing to get done is your email and texting settings. This will ensure that your customers get the notifications you are sending out. 

Note: All packages include the ability to email your customers. The below sections will help you set up your SMTP, SMS, & 2-way texting.

SMTP Setup

To get started on your texting setup, please send an email to support@serviceworks that includes your company name as it is registered with the IRS, your EIN/TIN number, and the type of company (S-Corp, LLC, Inc, etc.) 

Now let’s get into some settings. Depending on your industry, some of these may not be needed; please skip over those as needed. 

Initial Setup – (Must Be Completed First)

Site Settings

Setting Your Store’s Closed and Holiday Hours

Setting Up Your Price List Catalog

Setting Up Your Product Family

Let’s Add Your Inventory Items

How to Add Serialized Items

Invoice Process (if your plan includes Automatic Invoice Processing)

Setting Up Your Finance Charges and Other Invoice Charges

Setup Your Ability To Take Credit Card Payments

Creating Users, Teams, and Third-Party Contractors

Employee Setup

Contracted Users

Creating and Managing Customer Information

Primary and Sub Customer Setup

Communicating with Customers

Creating Jobs

Creating a Job

Creating an Estimate

Recurring Jobs

Scheduling Trips

Multiple Trips vs Recurring Jobs

Scheduling & Dispatching Jobs

Assigning Professionals

Assigning Teams

Collecting Payment

Embedded Payment Link

Statements

Reporting & Analytics

Reports Directory