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• View Estimate Authorization Evidence Billing payments › Estimates & approvals When a customer authorizes an estimate, ServiceVisit keeps a record of that authorization. This capability lets you view that record on an approved estimate, so you can show what the customer agreed…
• Convert an Estimate to Work Orders Billing payments › Estimates & approvals Once a customer has approved an estimate, converting it turns the quote into scheduled work. Each line item on the estimate becomes a pre-filled action on a work order, and each of those actions keeps…
• Create an Estimate Billing payments › Estimates & approvals Creating an estimate lets you put a quote in front of a customer before the work starts. An estimate is written for a specific job, customer and Property, and it holds the line items you are…
• Decline an Estimate Billing payments › Estimates & approvals Declining records that a customer has turned down an estimate. It applies to an estimate that has been sent and is waiting for the customer's decision, and it ends the quote as declined. The customer…
• Edit a Draft Estimate Billing payments › Estimates & approvals Editing lets you change a draft estimate before the customer sees it. On the Edit Estimate page you can update its line items (including whether each one is taxable), the discount amount, the Valid…
• Manage Estimates Billing payments › Estimates & approvals Managing estimates is the broad, hands-on level of control over estimate work. It covers the day-to-day handling of a quote: adding, changing and removing line items, sending an estimate and sending…
• Revise an Estimate Billing payments › Estimates & approvals Revising creates a new draft from an estimate you have already sent. You would use it when the customer asks for changes, when the scope shifts after a site visit, or when you want to re-propose after…
• Send an Estimate Billing payments › Estimates & approvals Sending an estimate moves it from draft to sent (it then shows as Pending Approval on its page) and starts the process of telling the customer about it. Use the Send button on the estimate; the…
• View Estimates Billing payments › Estimates & approvals ServiceVisit keeps every estimate you write in one place so you can look back at what you quoted. The Estimates page under Money lists your estimates, and opening one shows its line items, its status…
• Create an Invoice Billing payments › Invoices & line items Creating an invoice produces a draft that can be reviewed before anything reaches the customer. An invoice can be created for a completed work order, in which case its lines are generated from the…
• Flag an Exported Invoice as Changed Billing payments › Invoices & line items When an invoice has already been exported to an accounting system and someone later changes it there, the two records no longer match. On an exported invoice, the Mark as Modified button lets you flag…
• Send an Invoice Billing payments › Invoices & line items Sending an invoice (the Send Invoice button on the invoice) moves it from draft to sent and gives the customer a private link to open it. Use it when the lines are right and you are ready to ask for…
• View an Invoice Billing payments › Invoices & line items Viewing an invoice opens a single invoice with its line items, so you can check what was billed before you send it, collect on it or answer a customer's question about it.
• Browse All Invoices Billing payments › Invoices & line items This capability opens the provider-wide invoice list, so an owner or office user can see every invoice the business has issued rather than one at a time. The list can be narrowed by status (All, Sent…
• Absorb an Assessment Fee Billing payments › Invoices & line items When an estimate is generated from an assessment that still has an outstanding fee, that fee can be absorbed into the estimate instead of being billed on its own. Absorption happens when the estimate…
• Edit Invoice Line Items Billing payments › Invoices & line items Editing line items lets you correct what a job is going to charge for before it is invoiced. On a work order's line items you can add an item from the pricebook (Quick Add From Pricebook, then Add…
• Override a Line Item Price Billing payments › Invoices & line items Normally a work order line takes its price from the pricebook item it was built from. Overriding the price lets you charge a different amount for that line when the job calls for it.
• Reverse a Charge Billing payments › Invoices & line items Reversing a charge takes back a line without erasing it. Choose Reverse beside the line, on the work order or on a draft estimate; the button is offered only for charges that can be reversed. On a…
• Connect Your Payment Account Billing payments › Payments & refunds Connecting a payment account is what allows customers to pay invoices online. The page for it is the Customer Payments card in Settings, which opens Payment Setup. For a processor you have not…
• Take a Payment on an Invoice Billing payments › Payments & refunds Processing a payment collects money on an invoice through your active payment connection. The main route is a payment link: in Request Payment by Link on the invoice, choose Create payment link and…
• Record a Manual Payment Billing payments › Payments & refunds Not every customer pays through the platform. Recording a manual payment books money you received some other way against an invoice. On the invoice, choose Mark as Paid, which opens the Record Payment…
• Refund or Credit a Customer Billing payments › Payments & refunds This capability covers giving money back or crediting a customer. A completed payment can be refunded in full or in part. Several partial refunds are allowed as long as the total of the non-failed…
• View Payments Billing payments › Payments & refunds Viewing payments shows what was paid toward a particular invoice (the Payment History on the invoice) and the details of an individual payment, so you can confirm that money arrived and check its…
• Browse All Payments Billing payments › Payments & refunds This capability opens the provider-wide payment history, so an owner or office user can review every payment across the business instead of one invoice at a time. It is the Payments entry under Money…
• Manage Installment Plans and Reminders Billing payments › Invoices & line items This capability gives a provider the controls on an installment plan's own page. An active plan can be suspended (Suspend Plan), a suspended plan can be resumed (Resume Plan), and an active or…
• Export Offering Performance Data Billing payments › Payouts & billing exports The Offering Performance page under Money reports how each package and service plan you offer is doing: conversion, customers, revenue, liability, benefits and refunds. This capability adds the…
• Create Installment Plans Billing payments › Installments & recurring billing This capability lets a provider offer a customer a payment plan on an unpaid invoice. From the invoice, the Set Up Installment Plan page asks for the number of installments (at least two), how often…
• View Installment Plans Billing payments › Installments & recurring billing An installment plan splits what a customer owes on an invoice into scheduled payments. This capability opens the Installment Plans page under Money, where a provider can see every plan for their…
• Write Off Invoice Balances Billing payments › Invoices & line items This capability lets a provider record that part or all of an unpaid invoice balance will not be collected. It appears as a Write Off Balance panel on the invoice, for invoices that are past draft…
• Create Recurring Invoices Billing payments › Installments & recurring billing This capability lets a provider set up a new recurring invoice for a customer who is billed on a schedule, such as a maintenance arrangement. You start from the Recurring page under Money.
• Pause, Resume or Cancel Recurring Invoices Billing payments › Installments & recurring billing This capability lets a provider change the state of an existing recurring invoice from the Recurring page under Money. There are three actions: pause a plan, resume a paused plan, and cancel a plan.
• View Recurring Invoices Billing payments › Installments & recurring billing Recurring invoices let a provider bill the same customer on a repeating schedule for ongoing work. This capability opens the Recurring page under Money, where every recurring invoice is listed with…
• Set Up Sales Tax Billing payments › Sales tax Setting up tax is where a provider tells ServiceVisit how to apply their own tax rules. Under Settings, the Tax Rates card covers the tax mode, tax zones, jurisdiction rates and line-item taxability…
• View Tax Settings Billing payments › Sales tax View-only tax access lets someone see how tax is set up without being able to change it. Under Settings, the Tax Rates card opens the provider's tax profile, where the tax mode, zones and rates can be…
• Saving and Managing a Customer's Card on File Billing payments › Payments & refunds A card on file lets you charge a customer later without asking for their card again. You add it from the customer's record, entering the card in your payment processor's secure form, and you confirm…
• Using a Saved Card for Automatic Payments Billing payments › Payments & refunds A saved card can pay for an installment plan or a recurring invoice automatically on each due date. Each time you switch this on, you confirm that the customer authorized that specific arrangement…
• Your Saved Cards With a Provider Billing payments › Payments & refunds A provider you work with can keep a card of yours on file so they can charge it later for amounts you separately authorize, such as the payments on a payment plan. You can always see which cards a…
• How a Customer Credit Balance Arises Billing payments › Payments & refunds A customer credit balance is money or value you are holding for a customer that they have not yet used. It is kept per customer, as a running record in which every addition and every use is its own…
• Applying and Returning a Customer Credit Balance Billing payments › Payments & refunds Once a customer holds credit with you, you decide what happens to it. You can put it against an invoice the customer owes, or, for money they paid in, record that you returned it. Nothing happens…
• Understanding Your Credit Balance Billing payments › Payments & refunds Credit is money that a service provider is holding for you. It might be a deposit you paid ahead of work, a payment that was more than you owed, or an amount your provider added to your account. This…
• Upgrading, Downgrading and Canceling Your Plan Billing payments › Your ServiceVisit subscription You can move to a bigger plan, move to a smaller one, or cancel and return to Essentials whenever you like. An upgrade takes effect straight away. A move to a cheaper paid plan takes effect at the end…
• Your ServiceVisit Plan and What Each Plan Includes Billing payments › Your ServiceVisit subscription Your ServiceVisit plan decides how many properties you can keep on your account. There are three plans: Essentials, Plus and Portfolio. Every plan includes the customer portal, your Property Passport…
• Your Property Limit and Claiming More Properties Billing payments › Your ServiceVisit subscription Each plan lets you keep a set number of properties on your account: one on Essentials, up to three on Plus, and any number on Portfolio. When you reach your limit you cannot claim another property…
• Approving or Declining an Estimate Online Billing payments › Estimates & approvals When a provider sends you an estimate, you can review it and respond from your own estimate page. You can approve it, sign to approve it, or decline it. Your approval is saved as a record of what you…
• Viewing and Exporting Acceptance Evidence Billing payments › Estimates & approvals When an estimate is accepted, ServiceVisit keeps an authorization record of what the customer agreed to and how. The estimate page describes it as the immutable evidence of what the customer accepted…
• How Estimate Approval Works Billing payments › Estimates & approvals An estimate is only useful if the customer's yes is something you can point to later. ServiceVisit treats acceptance as a record, not a status change: when a customer approves, the system keeps what…
• Recording Acceptance In Person or By Telephone Billing payments › Estimates & approvals When the customer is not approving from their own estimate page, you can record their acceptance yourself in one of two ways. In person, the customer signs on your device. By telephone, you record…
• Setting Signature Rules for Estimates Billing payments › Estimates & approvals A signature rule decides what a customer must do to accept an estimate online, based on what the estimate is worth. The rule says that at or above an amount, the customer must sign. You can add as…
• What the Customer Sees on an Installment Plan Billing payments › Installments & recurring billing When a provider offers you a payment plan on an invoice, you see it on that invoice in your account. This guide explains the offer, how to accept it, and what you can see and change afterward. A…
• Managing an Installment Plan Billing payments › Installments & recurring billing Once a plan exists you follow it from its detail page. This guide covers recording the customer's acceptance, recording payments, setting the reminder schedule, and suspending, resuming or cancelling…
• Installment Plans Overview Billing payments › Installments & recurring billing An installment plan lets you offer a customer a payment arrangement on an unpaid invoice. The amount owed is split into scheduled payments, and the customer agrees to the terms before anything is…
• Setting Up an Installment Plan Billing payments › Installments & recurring billing This guide walks through proposing an installment plan on an unpaid invoice. You choose how many payments, how often they fall, when the first is due and whether the customer is charged automatically…
• Connecting Your Payment Account Billing payments › Payments & refunds Before customers can pay online or you can take a card payment, you connect a payment account that you own. ServiceVisit lists each payment processor it supports as a card on the Payment Setup page…
• Collecting and Tracking Payments Billing payments › Payments & refunds Payment collection is how a provider gets paid for an invoice and keeps track of what has been paid. The provider connects their own payment account, so card payments go to that account and the…
• Viewing and Paying an Invoice Online Billing payments › Payments & refunds When a service business sends you an invoice, you can read it, download a copy and pay it by card from your account. You can pay only if the business has set up online payments. This guide covers…
• Refunds, Credits and Write-Offs Billing payments › Payments & refunds Giving money back or reducing a balance is done in four separate ways, and the product keeps them apart because each affects your books differently. A refund returns money already taken. An invoice…
• Taking and Recording Payments on an Invoice Billing payments › Payments & refunds An invoice can be paid in three ways from its page: you send the customer a payment link, you take a card yourself while the customer is with you, or you record a payment that was made outside…
• Reading the Earnings Page Billing payments › Payouts & billing exports The Earnings page answers two questions: how much money have your customers paid you, and how much of it has reached your bank account. It shows totals for card payments you have collected and…
• Upcoming Payouts and Payout Alerts Billing payments › Payouts & billing exports Money you collect by card is held by your payment processor and sent to your bank on the processor's schedule. The Earnings page shows what is waiting to be sent, and it warns you when a payout failed…
• Accepting a Service Plan or Package Proposal Billing payments › Service plans & packages A service provider you work with may send you a proposal for a prepaid package or an ongoing service plan. This guide explains how to review one, what you agree to when you accept it, and where to…
• Agreements for Plans & Packages Billing payments › Service plans & packages An agreement is the written terms a customer accepts when they accept a package or service-plan proposal. You keep your agreements in a library, publish a version when the wording is final, and choose…
• Benefits in Plans & Packages Billing payments › Service plans & packages Every package and service plan is made of explicit benefits. Each benefit has a customer-facing name, a quantity and a type, and the customer sees exactly this list on the proposal. This guide covers…
• Enrollments, Purchases and Offering Performance Billing payments › Service plans & packages When a customer accepts a proposal, ServiceVisit creates the record that carries on from there: a package purchase, or a service-plan enrollment with its recurring billing. This guide covers what…
• Plans & Packages Overview Billing payments › Service plans & packages Plans & Packages lets you define reusable offerings that a customer buys once or subscribes to, send a customer a proposal for one, and have the customer's acceptance create the purchase or enrollment…
• Sending a Plans & Packages Proposal Billing payments › Service plans & packages A proposal is how you offer a published package or service plan to one customer for one Property. Saving a proposal freezes the price, the benefits and the agreement from the offering version, so the…
• Signing to Accept a Service Proposal Billing payments › Service plans & packages To accept a service proposal you sign it. You type your name and draw your signature, and both are required. This guide walks through the signing step, explains how it works when you open a proposal…
• Reading Your Service Plans and Prepaid Packages Billing payments › Service plans & packages The Plans & Packages page, titled Service Plans & Packages, shows the agreements you have with your providers, the visits included and delivered, and how any balance stands. This guide explains each…
• Manage Multiple Pricebooks Billing payments › Pricebooks A pricebook is the catalog of things a provider charges for. This capability lets a provider keep more than one pricebook, for example one for a particular kind of work or customer group, and create…
• Manage Your Pricebook Billing payments › Pricebooks ServiceVisit lets you build and maintain a pricebook: the catalog of things you charge for. You can create a pricebook, organize items into categories, and create, edit and delete individual items, so…
• Reading the Tax Filing Report Billing payments › Sales tax The Tax Filing Report shows the tax you charged over a period, split by tax authority, so the person preparing your returns has the figures. ServiceVisit reports what you charged, refunded and…
• Sales Tax in ServiceVisit - How It Works Billing payments › Sales tax ServiceVisit does not ask anyone to type tax onto an estimate or an invoice. Instead the provider records their own tax rules once, and the product applies those rules to each document. This guide…
• Setting Up Tax Zones, Rates and Taxability Rules Billing payments › Sales tax This guide walks through the Tax Rates page, where you tell ServiceVisit how to apply your own tax rules: whether you collect sales tax, where your rates apply, what each rate is, and which kinds of…
• States You Collect In and Tax Registrations Billing payments › Sales tax Two pages under Settings record facts about your business for tax. States You Collect In records states where you have determined you have no obligation to collect, so work there is invoiced without…
• Customer Notification Settings and Event Policies Core workflow › Help & notifications Notification settings decide which messages your customers receive about their jobs, estimates and invoices, and through which channels. You set default channels for the whole business, then adjust…
• Notification Bell and What Appears In It Core workflow › Help & notifications The notification bell in the top bar is where ServiceVisit tells you and your team that something needs attention, such as a customer approving an estimate or a connection to your accounting system…
• Notification History and Mark as Read Core workflow › Help & notifications The Notifications page keeps a full list of everything sent to you in the app, including items you have already read. Use it to find a notification you cleared from the bell, to work through a…
• Turning an Assessment into an Estimate Core workflow › Assessments Once an assessment is complete, you can generate a draft estimate from it. The technician's findings and recommended work carry over as text for the customer, and only the assessment fee is added as a…
• How Assessments Work Core workflow › Assessments An assessment is a visit to look at the work before a price is committed to. It belongs to a Job, is carried out by a technician on site, and can carry a fee. When the visit is finished the technician…
• Recording Findings and Choosing an Outcome Core workflow › Assessments On site, the technician starts the assessment, describes what they found, adds photos, and then completes the visit by choosing a result. Walter AI can help draft structured details and a diagnosis…
• Scheduling an Assessment and Handling Its Fee Core workflow › Assessments You schedule an assessment from a Job. It records the customer, the Property, a time and an optional fee taken from your pricebook. After the visit, the fee is either invoiced on its own, waived, or…
• Completing a Work Order Core workflow › Work Orders & field work Completing a work order is the step that says the technician's work is done. It locks the work order, adds the work to the Property's service history and, unless you mark the work as not billable…
• Handling Added Work with a Scope Change Core workflow › Work Orders & field work When a technician finds extra work that the customer has not approved, the work order records it as a scope change before anyone does the work. You describe only what changed and its added price, the…
• Work Order Statuses, Reversing a Charge and Closing Out Core workflow › Work Orders & field work A work order moves through a set of statuses from first draft to a closed record, and a few actions along the way correct or end it: putting it on hold, cancelling it, reversing a charge that should…
• Walter reply drafts Core workflow › Walter AI When you are replying to a customer in a conversation, you can ask Walter, ServiceVisit's AI assistant, to draft the reply for you. The Ask Walter button appears above the reply box on an active…
• Counting and Reconciling Inventory Core workflow › Inventory & equipment A count compares what is on the shelf with what ServiceVisit shows for one location. You record the quantity you counted for each item, review the differences, and then reconcile. Reconciling posts an…
• Importing and Exporting Inventory Core workflow › Inventory & equipment The Import / Export page loads many catalog items or opening stock balances at once from comma-separated text, and exports your catalog, stock and tools. Imports always offer a preview first, and the…
• Inventory Management Overview Core workflow › Inventory & equipment Inventory Management tracks the parts, materials and tools your business keeps, where each one is, and how much of it is available. Every change to a quantity is recorded as a movement, so you can…
• Receiving, Transferring, Adjusting and Disposing Stock Core workflow › Inventory & equipment Four actions on the Stock page change how much you have: receiving new stock, transferring it between locations, adjusting it to a counted quantity, and disposing of stock that is damaged or expired…
• Reserving and Using Stock on a Work Order Core workflow › Inventory & equipment You can set stock aside for a work order before the visit, record the parts that were used on the job, and release anything that went unused. This is the operational record of parts and stock used. It…
• Reading Job Cost and Margin Core workflow › Work Orders & field work ServiceVisit turns the time your staff record against a work plan into job cost, then compares that cost with what you charged. Approved time on a Work Order is attributed to the plan's steps, priced…
• Setting Up Work Classifications Core workflow › Team & access A work classification is the kind of work a job or plan is for. Setting them up once means jobs get sensible defaults and your work plans are filed under the right kind of work, which keeps the…
• Building Reusable Work Plans Core workflow › Templates & quality A work plan is a reusable list of steps for a kind of job, such as an annual maintenance visit. Each step has a type, a title, an estimated number of minutes and, if you want, a Price Book item. When…
• How Customers Request Service Through the Marketplace Core workflow › Jobs & requests The Marketplace lets a customer look for a service provider, read what the provider has published, and send a service request without creating an account. The provider reviews the request and either…
• Managing Marketplace Leads Core workflow › Jobs & requests The Marketplace is where customers who have never worked with you can find your business, read your profile and ask you for service. Each request that comes in lands in your Marketplace Leads list…
• Signing In with Multi-Factor and Using Recovery Codes Core workflow › Getting started & account Once multi-factor authentication is on, signing in takes two steps: your password, then a code. This guide explains the second step, what to do when you cannot use your authenticator app, how to…
• Turning On Multi-Factor Sign-In for Your Account Core workflow › Getting started & account Multi-factor authentication adds a second step to signing in. After your password, you also enter a six-digit code from an authenticator app on your phone, so a stolen password alone cannot open your…
• Onboarding Wizard - Optional Steps, Skipping and Finishing Setup Core workflow › Getting started & account Besides the three required steps, the onboarding wizard offers three optional ones: Branding, Team Members and Set Up Online Payments. None of them holds up finishing setup. This guide explains each…
• The Onboarding Wizard - Steps, Order and Progress Core workflow › Getting started & account The onboarding wizard is the guided setup a new provider works through after registering. It is one checklist page that lists every setup step in order, marks what is finished, and sends you to a…
• Onboarding Wizard - Service Areas, Business Hours and Sales Tax Core workflow › Getting started & account Three steps in the onboarding wizard are required before you can finish setup: Service Areas, Business Hours and Sales Tax. Together they create your first business location, set when you operate, and…
• Walter diagnosis for an assessment Core workflow › Walter AI When a technician captures an assessment, Walter AI can read what they wrote about the problem, along with any photos they added, and suggest a diagnosis. The technician writes the findings and then…
• Draft findings from notes Core workflow › Walter AI While a technician records the outcome of an assessment, they can type their findings as free text and ask Walter, ServiceVisit's AI assistant, to read those notes. Walter proposes structured findings…
• Improve estimate wording with Walter Core workflow › Walter AI In the estimate editor, the "What we found" and "Recommended work" boxes are the text your customer reads above the cost breakdown. Next to each box is an Improve with Walter button. Walter AI…
• Record an Assessment Fee Payment Core workflow › Assessments ServiceVisit lets you record payment against the invoice for an Assessment fee. You would use it once the customer has paid for the visit, so the fee shows as settled.
• Schedule an Assessment Core workflow › Assessments ServiceVisit lets you add an Assessment to a Job. An assessment is a visit to look at the work before it is quoted, and you would add one when a customer needs someone on site to size up the job…
• Invoice an Assessment Fee Core workflow › Assessments ServiceVisit lets you bill a customer for the fee on an Assessment by generating a standalone invoice for that fee. You would use it when the visit is chargeable and you want to bill it on its own…
• Record Assessment Findings and Outcome Core workflow › Assessments ServiceVisit lets a technician work through an Assessment on site. They begin the assessment when they arrive, record what they find, and then choose an outcome to finish it. You would use it to…
• View Assessments Core workflow › Assessments ServiceVisit keeps a list of your Assessments, the visits where someone looks at the work before a price is committed to. You would open it to see which assessments are coming up, which are under way…
• Waive an Assessment Fee Core workflow › Assessments ServiceVisit lets you waive the fee on an Assessment. You would do this when you have decided not to charge the customer for the visit, for example because they went ahead with the work.
• Record customer authorization Core workflow › Work Orders & field work On a Work Order you can record how the customer authorized the work, so there is a record of why you were cleared to do it. If the customer is there, you can capture their signature. If they cannot…
• Manage Change Orders Core workflow › Work Orders & field work A Change Order is how you handle added work you find while a Work Order is under way. Instead of quietly doing extra work, you pause and describe only what changed: a name, a customer-facing…
• Manage the Inventory Catalog Core workflow › Inventory & equipment ServiceVisit lets you build and maintain the catalog of items you track in inventory. You would use it when you start stocking a new part, tool or piece of equipment, or when the details of an…
• Export Inventory Core workflow › Inventory & equipment ServiceVisit lets you take your inventory data out as a file. You would use it to review it in a spreadsheet, share it with a supplier, or keep your own copy.
• Import Inventory Core workflow › Inventory & equipment ServiceVisit lets you load your inventory from a spreadsheet instead of typing it in. You would use it when you first set up inventory, or when you have many items or quantities to change at once.
• Manage Inventory Locations Core workflow › Inventory & equipment ServiceVisit lets you create and edit the locations where your stock is kept. You would set up a location for each place you hold inventory, such as a warehouse, a shop or a vehicle, so that every…
• Adjust Stock to a Counted Quantity Core workflow › Inventory & equipment ServiceVisit lets you correct the on-hand quantity of an item at a location to match what you counted. You would use it when the shelf or the truck holds a different amount than the system shows.
• Consume Stock on a Work Order Core workflow › Inventory & equipment ServiceVisit lets you record parts used on a Work Order. You would use it when a technician has installed or used stock on the job, so your on-hand quantities go down by what was actually used.
• Dispose of Stock Core workflow › Inventory & equipment ServiceVisit lets you write off stock that you can no longer use. You would use it for parts that are damaged or expired, so they stop counting as stock you can send out.
• Receive Stock Core workflow › Inventory & equipment ServiceVisit lets you record stock arriving at one of your locations. You would use it when a delivery comes in or when you add parts to a shelf or a vehicle, so that the quantity on hand matches what…
• Reserve Stock for a Work Order Core workflow › Inventory & equipment ServiceVisit lets you set stock aside for a Work Order before the visit happens. You would use it when you already know which parts a technician will need, so nobody else uses them in the meantime.
• Return Unused Reserved Stock Core workflow › Inventory & equipment ServiceVisit lets you release stock that was reserved for a Work Order but not used. You would use it when a job needed fewer parts than expected, or the visit was changed, so the unused quantity…
• Transfer Stock Between Locations Core workflow › Inventory & equipment ServiceVisit lets you move stock from one of your locations to another. You would use it when you restock a vehicle from the warehouse, or move parts between your shop and a technician's truck, so…
• Count Inventory Core workflow › Inventory & equipment ServiceVisit lets you run a count of the stock at a location and compare it with what the system shows. You would use it to check a shelf, a vehicle or a warehouse against the records.
• Reconcile an Inventory Count Core workflow › Inventory & equipment ServiceVisit lets you approve a count and apply its results to your stock. You would use it after a count has been captured and you are satisfied that the counted quantities are right.
• View Inventory Reports Core workflow › Inventory & equipment ServiceVisit gives you an inventory dashboard that sums up your stock at a glance. You would use it to see where you stand and what needs attention without opening each location.
• Manage Tools and Equipment Core workflow › Inventory & equipment ServiceVisit lets you track individual tools and equipment by serial number. You would use it to know which unit you own, where it is, who has it, and when it is due for maintenance.
• Check Out and Return My Tools Core workflow › Inventory & equipment ServiceVisit lets a technician take custody of a tool and hand it back without being able to manage the whole tools list. You would use it when a technician picks up a piece of equipment from the shop…
• View Inventory Core workflow › Inventory & equipment ServiceVisit lets you look at your inventory without changing it. Under Inventory in the menu you can see the catalog of items you track, your locations, the stock held at each location, the ledger of…
• Accept an Inbound Job Request Core workflow › Jobs & requests ServiceVisit lets you review inbound requests and decide what to do with them. You can see the requests waiting for your review, check the service address, and then approve or decline each one.
• Assign a Job Core workflow › Jobs & requests ServiceVisit lets you decide who is responsible for a Job and which technician takes the work. You can set, change or clear a Job's owner, assign the primary technician to a Work Order, remove a…
• Cancel a Job Core workflow › Jobs & requests ServiceVisit lets you cancel a Job when the customer no longer wants the work or the request should not go ahead. You can give a reason. If you leave it blank, the Job records that it was cancelled by…
• Create a Job Core workflow › Jobs & requests ServiceVisit lets you create a Job, which is the customer's request for service. You would create one when a customer asks for work, so the request is recorded before any technician is sent out. You…
• Edit a Job Core workflow › Jobs & requests ServiceVisit lets you change a Job after it has been created. You can correct its title, description, urgency and the classification of the work, which is useful when the customer gives you more…
• See All Jobs Core workflow › Jobs & requests ServiceVisit lets you see every Job in your business, not only the ones assigned to you. You would use this when you run the schedule, take calls or manage the team, because you need to find a…
• See Your Assigned Jobs Core workflow › Jobs & requests ServiceVisit lets you see the Jobs that are assigned to you. A Job counts as yours when you are its owner or when a Work Order under it carries your active assignment. This is what a technician needs…
• Apply pricebook items to line items Core workflow › Services & pricing Your pricebook holds the services and items you sell. Applying one means adding it to a line item on an estimate, an invoice or a Work Order, instead of typing the description and price by hand. The…
• Quality rule history Core workflow › Templates & quality ServiceVisit keeps a history of changes to quality rules, so you can see how the documentation requirements for your work have been adjusted. There are two places to look.
• Turn quality enforcement on or off Core workflow › Templates & quality ServiceVisit lets you decide whether quality rules are enforced on your work orders. The switch is the "Enable Quality Rule Enforcement" setting on the Defaults page under Settings. You would use it…
• Template quality rules Core workflow › Templates & quality Quality rules set the documentation a Work Order needs, such as how many photos, whether asset details or a serial number are recorded, before and after photos, and notes. For each Work Order template…
• Override quality rules on a Work Order Core workflow › Templates & quality Sometimes one Work Order cannot meet the documentation rules that come from its template. A Quality Rule Overrides drawer on the Work Order page lets you relax specific rules for that Work Order…
• Preview quality rules Core workflow › Templates & quality ServiceVisit lets you look at the quality rules that apply to your work before anything is enforced. On a work order, the Quality Rules button opens a panel for that work order. Work order templates…
• Add a Service Core workflow › Services & pricing ServiceVisit lets you add a service to your catalog, the list of what you sell. You would add one when you want a type of work to be bookable without anyone re-entering the same details each time.
• Edit a Service Core workflow › Services & pricing ServiceVisit lets you change a service in your catalog after it has been created. You would use it to correct a detail, adjust what the service includes, or attach a work plan to it, including…
• Publish a Service Core workflow › Services & pricing ServiceVisit lets you control whether a service is visible to customers. A new service starts unpublished, and publishing it makes it visible on the surfaces customers use. You would publish once the…
• View Your Services Core workflow › Services & pricing ServiceVisit keeps a catalog of the services you sell, and this lets you see it. You would open it to check what customers can book and what your team schedules, and to read the details of a single…
• Manage your provider settings Core workflow › Help & notifications ServiceVisit keeps the setup of your business in one Settings area. With this ability you can open and change Company Profile, Branding, Locations and Defaults. It also covers Work Order Templates…
• Assign tasks to others Core workflow › Tasks ServiceVisit lets you hand a task to someone else on your team. You would do this when a follow-up belongs to another person, such as asking a colleague to call a customer back. You can choose an…
• Create a task Core workflow › Tasks ServiceVisit lets you create a task so a follow-up does not get lost. You give it a title and can add notes, a priority of Normal, High or Urgent, a due date and a reminder. A reminder goes to the…
• Manage all tasks Core workflow › Tasks ServiceVisit lets you change, complete or cancel any open task, including tasks you did not create and that are not assigned to you. You would use it as the person who keeps follow-up on track, for…
• See tasks Core workflow › Tasks ServiceVisit keeps a list of tasks for your business: small pieces of follow-up work that are not Jobs. You would open Tasks to see what is open, what is done and what is overdue. The list can be…
• Apply a Template to a Work Order Core workflow › Templates & quality ServiceVisit lets you apply a Work Order Template to a Work Order. Applying a template fills the Work Order with the planned steps from the template, so the technician has a checklist instead of you…
• Create a Work Order Template Core workflow › Templates & quality ServiceVisit lets you build your own Work Order Template, a reusable plan of steps for a type of work. You would create one when you do the same kind of job often and want every technician to follow…
• Edit a Work Order Template Core workflow › Templates & quality ServiceVisit lets you change a Work Order Template that your business owns. You would edit one when a step needs correcting, or when you want the template to match how your team really does the work.
• Customize message templates Core workflow › Help & notifications ServiceVisit sends customers notifications from message templates, and this lets you customize them. The Communication Templates page in Settings lists the available templates by category: Operations…
• View Work Order Templates Core workflow › Templates & quality ServiceVisit keeps a library of Work Order Templates, which are reusable plans for the steps a technician follows on a job. You would open the list to see which templates are available and to open one…
• Assign roles to users Core workflow › Team & access ServiceVisit lets you decide what each person on your team can do by giving them a role. You would assign a role when you add someone new, when their job changes, or when you want a person to cover…
• Add and manage team members Core workflow › Team & access ServiceVisit lets you build and look after your team. You add a team member by entering their email address and name and choosing a role. ServiceVisit creates their sign-in and profile and sends them…
• Record team qualifications Core workflow › Team & access ServiceVisit lets you record what each of your team members is qualified to do. For a user you can save their trades, their skills, their credentials and their licenses, including who issued a…
• See your own qualifications Core workflow › Team & access ServiceVisit lets each team member look at the qualifications their provider has recorded for them: trades, skills, credentials and licenses. You would use it to check that what is on file about you…
• View your team Core workflow › Team & access ServiceVisit lets you see who is on your team. You would use it to check the list of your users and open any one of them to see their details, for example before you hand someone a job or when you…
• Cancel a Work Order Core workflow › Work Orders & field work ServiceVisit lets you cancel a Work Order, the single technician assignment under a Job, when that piece of work will not go ahead. On the Work Order page, choose Cancel Work Order and confirm the…
• Complete a Work Order Core workflow › Work Orders & field work ServiceVisit lets you mark a Work Order as complete when the technician has finished the work. A Work Order is one technician assignment under a Job. Completion can be refused when the documentation…
• Create a Work Order Core workflow › Work Orders & field work ServiceVisit lets you create a Work Order, which is one technician assignment under a Job. You create one when a Job is ready to be worked. On the Create Work Order page you add an Execution summary…
• Edit a Work Order Core workflow › Work Orders & field work ServiceVisit lets you work on a Work Order, which is one technician assignment under a Job. You can update its summary, start the work, add or remove photos and other attachments, and add, change or…
• My Day, Quick Actions and Business Pulse on Home Core workflow › Getting started & account Beside the Needs attention list, Home has three other areas: My day, Quick actions and Business pulse. My day is your own schedule for today. Quick actions are one-click shortcuts. Business pulse is a…
• How Home Decides What Needs Attention Core workflow › Getting started & account The Needs attention panel on Home gathers open items from several places into one list and puts the most pressing first. You do not configure it; the order follows fixed rules. This guide explains…
• Provider Home Overview Core workflow › Getting started & account Home is the first page a provider sees after signing in. It answers one question: what needs my attention today? It shows the work that is waiting on you, today's schedule for you personally…
• Inviting, editing and deactivating team members Core workflow › Team & access You add a person to your business by inviting them with their email address. ServiceVisit creates the sign-in, emails an invitation, and gives the person the roles you chose. This guide covers…
• Giving a team member roles and checking their access Core workflow › Team & access A role decides what a member of your team can do. This guide shows how to give a person a role, take one away, and read the result as their effective access. It also explains what happens when a…
• Customizing what a role can do Core workflow › Team & access Each role comes with a default set of abilities from ServiceVisit. You can change that set for your business by switching individual abilities on or off. The change applies to every team member who…
• Team access and roles overview Core workflow › Team & access Your business decides what each of its people can do. Every team member holds one or more roles, and a role is a set of things a person is allowed to do in ServiceVisit. This guide explains how the…
• Qualifications, Assignment and Certifying Service Records Core workflow › Team & access People often ask whether the qualifications they record decide who may be given a visit and who may certify a completed service record. The two work differently. Trades recorded on a team member can…
• Recording Team Member Qualifications Core workflow › Team & access Qualifications are the record of what each person on your team is trained and licensed to do. For every team member you can save their trades, their skills with a proficiency level, their credentials…
• Completing Work Under Quality Rules and Overriding a Rule Core workflow › Templates & quality When quality enforcement is on, a technician sees what is still missing while working, and the work order cannot be completed until enough is documented. When one work order genuinely cannot meet its…
• How Work Order Quality Rules Work Core workflow › Templates & quality Quality rules set how much documentation a work order needs before it can be completed: photos, asset details, a serial number, before and after photos, and notes. The rules are set for each type of…
• Setting Quality Rules on a Work Order Template Core workflow › Templates & quality Each work order template can carry its own documentation rules. A rule says, for one type of action, how many photos are needed and whether asset details, a serial number, a before photo, an after…
• Manage your ServiceVisit subscription billing Core workflow › Getting started & account ServiceVisit lets you manage what you pay ServiceVisit. The Subscription Billing screens show your Current Plan, your Payment Method and your Billing History in one place.
• Getting Help and Opening a Support Ticket Core workflow › Help & notifications If you need help with your ServiceVisit account or the platform, you can search the help articles or open a support ticket with the ServiceVisit team. A ticket keeps your question and the team's…
• Finding Answers in Help Core workflow › Help & notifications The Support section includes a library of help articles written by ServiceVisit. Searching or browsing it is usually the fastest way to get an answer, and when it is not enough you can open a ticket…
• Opening and Following a Support Ticket Core workflow › Help & notifications When you cannot find an answer in the help articles, you can open a support ticket with the ServiceVisit team. A ticket keeps the whole conversation in one place: your question, the team's replies and…
• Creating and Assigning Tasks Core workflow › Tasks A task captures one piece of follow-up work, keeps it with the right person, and optionally ties it to the customer, Property, job or document it concerns. This guide covers creating a task, choosing…
• Tasks Overview Core workflow › Tasks Tasks is a lightweight list of follow-ups and operational work for your business, such as calling a customer back or chasing a signed estimate. A task has a title, notes, a priority, an optional…
• Task Reminders and Completing Tasks Core workflow › Tasks Each task can carry a due date and a reminder, and it ends as either completed or canceled. This guide explains how reminders reach people, who can change a task, and what happens when you close one.
• Finishing the Visit and Payment Core workflow › Work Orders & field work When the work is done, you review it, complete the work order, and then collect payment or close the visit. This guide walks through that last stretch on the phone or computer, so a sole operator can…
• Starting and Doing the Work Core workflow › Work Orders & field work Once you are on site, a work order moves from Scheduled to In Progress and you work through it on the Execute Work screen. This guide covers confirming the customer has authorized the work, starting…
• Your Day and Your Assigned Jobs Core workflow › Work Orders & field work A technician, or a sole operator who does the work personally, can run a whole day from a phone: find the jobs assigned to you, clock in, tell ServiceVisit when you set off, and arrive on site. This…
• Tracking Your Service Visit and Technician Arrival Core workflow › Jobs & requests The Track Your Service Visit page shows the details of a scheduled visit and, once your technician is travelling to you, a live estimate of how far away they are. This guide explains what the page…
• Drafting Findings and Diagnosis with Walter Core workflow › Walter AI When a technician records an assessment, Walter can help in two separate ways. Draft from notes turns the technician's written notes into structured details. Get Diagnosis reads the notes and photos…
• Improving Estimate Wording with Walter Core workflow › Walter AI The two boxes at the top of an estimate, What we found and Recommended work, are shown to the customer above the cost breakdown. They are what justifies the price. Walter can rewrite what you typed so…
• Walter Assistant Overview Core workflow › Walter AI Walter is the AI assistant built into ServiceVisit. It appears as a small number of buttons on the pages where you write something: an estimate, a customer reply, or an assessment. Walter reads what…
• Editing the Wording of a Customer Message Customer property records › Messages & templates When ServiceVisit sends a customer an email, a text message or an in-app notice for your business, the words come from a communication template. The template editor lets you write your own subject and…
• Finding and Resetting Communication Templates Customer property records › Messages & templates Communication templates hold the wording of the messages ServiceVisit sends on your behalf, such as the emails and text messages your customers receive. ServiceVisit supplies a system default for…
• See a customer's overview Customer property records › Customers & contact details ServiceVisit shows a short overview of how your business stands with a customer, so you do not have to open each Job and invoice to find out. You would look at it before calling a customer back or…
• Add and edit customers Customer property records › Customers & contact details ServiceVisit lets you add a customer and keep their record up to date. You would add one when a new person or business calls, so that you can then create a Job or an invoice for them. On the Customers…
• Link customers to properties Customer property records › Customers & contact details ServiceVisit lets you connect a customer to a Property you service, so the record shows which customer the work is for and where. You would do this when you have a Property with no customer yet. From…
• View your customers Customer property records › Customers & contact details ServiceVisit keeps a record of the people and businesses you serve. You would open Customers to look someone up, using the search box, and to open a customer's record to see their details and how you…
• Manage Customer Files Customer property records › Customers & contact details ServiceVisit lets you tidy up the files attached to a customer record. You would use it when a file was attached by mistake.
• Attach Files to a Customer Customer property records › Customers & contact details ServiceVisit lets you attach files to a customer record. You would use it to keep photos and documents with the customer they belong to, so they are there the next time you open that customer, instead…
• Customer Notes Customer property records › Customers & contact details ServiceVisit lets you keep a running list of notes on a customer, in addition to the single notes field on the customer record. You would use it to remember things the next person who deals with that…
• Adding Other Ways to Reach a Customer Customer property records › Customers & contact details A household is rarely one person on one email address. A customer may give you a second email, a spouse's mobile number, a tenant's number or a property manager's address. Instead of creating a second…
• Making an Additional Contact the Primary Contact Customer property records › Customers & contact details Sometimes the person you should be reaching changes. A customer asks you to use their new email, a spouse becomes the main contact, or the number on file is no longer in use. Rather than retyping…
• How Contacts Match Customers and Which Address Gets Messages Customer property records › Customers & contact details Once a customer has additional contacts, two questions come up: how does ServiceVisit decide that a new request belongs to a customer you already have, and which of their addresses receives a message?…
• Viewing Your Findings Reports from an Assessment Customer property records › Customer portal When a provider completes an assessment at your property, the findings they choose to share with you appear in My Findings Reports. This guide shows how to read a report, download it and open the…
• Setting Up Your Customer Account on First Sign-In Customer property records › Customer portal The first time you sign in to a new customer account, ServiceVisit asks you to choose a subscription plan. If the plan has a monthly price, you then pay through a secure payment page. You can also be…
• Connecting Your Account to a Service Provider Customer property records › Customer portal When a service provider invites you to ServiceVisit, they send you a claim code. Entering that code links your account to the provider, so their invoices, estimates and messages appear when you sign…
• Messaging a Provider and Getting Support Customer property records › Customer portal Your customer account has two places to ask for help. Messages is a chat with a provider you work with, for questions about your own service. Support is for the ServiceVisit team, for questions about…
• Managing Your Providers and Saved Cards Customer property records › Customer portal The My Providers page lists every provider you are connected to. For each one you can send a service request, start a message, see your service activity, manage the cards that provider has saved, or…
• What Your Customers Can Do in Their Portal Customer property records › Customer portal When a customer links a ServiceVisit account to your business, they get a portal where they can see what you have sent them and act on it, without calling in. This guide explains what they can do…
• Adding or Finding a Property Customer property records › Properties & assets If your property is not in ServiceVisit yet, add it on the Create Property page. If you want to check whether a property already exists, use Find Properties. This guide covers both.
• Claiming a Property and Checking Your Claim Customer property records › Properties & assets Claiming a property puts its Property Passport in your account. The Claim a Property page lets you search for a property that already exists in ServiceVisit and claim it. This guide covers the claim…
• Reading Your Properties and a Property's Details Customer property records › Properties & assets My Properties lists every property in your account. Each one opens to its Property Passport, which shows the property's information, systems, assets and zones. This guide explains what each page…
• Adding Assets and Managing Your Portable Asset Inventory Customer property records › Properties & assets An asset is a specific piece of equipment under one of your property's systems. You can add one to a property you have claimed, or add a portable asset to your own inventory and attach it to a…
• Uploading and Managing Property Documents Customer property records › Properties & assets The Documents page, titled Property Documents, stores receipts, warranties, manuals, permits and photos for your properties. Each document is filed against one property in your Property Passport.
• Recording Equipment You Installed Yourself Customer property records › Properties & assets If you installed equipment yourself, or it came with your property, you can record it in your Property Passport without a provider. The entry is marked Customer DIY, which means it is your own…
• Recording DIY Maintenance in Your Property Passport Customer property records › Properties & assets Use Record DIY Maintenance to log routine work you did yourself, such as changing a filter, cleaning gutters or inspecting a water heater. The entry joins your property's service history as a…
• Reading Your Service History and Sharing a DIY Record for Certification Customer property records › Properties & assets Service History is the timeline of everything recorded against your claimed properties, whether you entered it or a provider did. Each entry shows how much trust sits behind it. You can also share one…
• Rating Completed Work as a Customer Customer property records › Customer ratings After a service provider finishes work at your Property, you can rate it. Your rating tells the provider how it went and helps other customers. This guide explains how to leave a rating, how to edit…
• Reading Customer Ratings, Replying and Disputing Customer property records › Customer ratings After you finish work for a customer, the customer can rate it. The ratings page collects everything customers say about your service in one place: your overall score, each individual rating, a reply…
• Customer Messages Page Customer property records › Messages & templates Messages is where you chat with the service providers you work with. This guide explains how to start a conversation, send messages and read replies.
• Messages and the Provider Inbox Overview Customer property records › Messages & templates Messages keeps your text and email conversations with customers in one place. This guide explains what the provider inbox holds, how it connects to the customer's own Messages page, where each part…
• Replying to Customers with Walter Customer property records › Messages & templates Walter, ServiceVisit's AI assistant, can write a first draft of your reply to a customer message. Nothing is sent until you choose Send yourself. This guide shows how to ask for a draft, how to use…
• Setting Up Text Messaging and Opt-Outs Customer property records › Messages & templates Text conversations work once you give ServiceVisit the phone number your messages are sent from. This guide covers that setup, what happens when a customer replies with a stop word, and why a text can…
• Using the Provider Inbox Customer property records › Messages & templates The inbox is where you find a customer conversation, read it and reply. This guide shows how to filter the list, read a conversation, send a reply and use the customer panel beside the thread.
• Connect ad accounts and conversion reporting Customer property records › Customers & contact details When a booking that came from an ad turns into work, ServiceVisit can report that conversion back to the advertising platform. On the Attribution setup page you add a destination: Google Ads, Meta…
• See where your bookings came from Customer property records › Customers & contact details Attribution shows which channels your booked work came from. On the performance view you choose a period, and a table lists each channel and campaign with the requests received, the requests accepted…
• Connecting QuickBooks Online or Xero Integrations › Accounting integrations Connecting links your ServiceVisit account to one QuickBooks Online company or one Xero organisation. You authorize the link in your accounting system, and ServiceVisit brings you back to the…
• Fixing accounting sync problems and changed records Integrations › Accounting integrations This guide covers three things that can happen after you connect QuickBooks Online or Xero: a sync fails, a time entry is in an uncertain state, or a record you already sent was changed in your…
• Choosing your accounts for QuickBooks Online and Xero Integrations › Accounting integrations Mapping tells ServiceVisit which account in your accounting system each kind of money posts to, for example where customer payments land or where a refund is recorded. The setup page lists only…
• Accounting integration with QuickBooks Online and Xero Integrations › Accounting integrations The accounting integration sends your ServiceVisit invoices, payments, refunds, customer credits and approved technician time to your accounting system, so your bookkeeper does not retype them. It…
• What exports to your accounting system and when Integrations › Accounting integrations Once you are connected and your accounts are mapped, ServiceVisit sends records to QuickBooks Online or Xero. You can send eligible records from the Integrations page at any time. A periodic sweep…
• Manage integrations Integrations › Messaging & connections ServiceVisit has an Integrations page under Settings where you connect ServiceVisit to other systems. It has two parts.
• Set up SMS messaging Integrations › Messaging & connections ServiceVisit lets you set up SMS messaging for your customers. In the SMS Notifications section of the Notifications page under Settings you enter the phone number your messages are sent from, in…
• View SMS settings Integrations › Messaging & connections ServiceVisit lets you see how text messaging is set up for your business. The SMS Notifications section of the Notifications page under Settings shows whether SMS is enabled, the phone number messages…
• Creating a Webhook Endpoint Integrations › Webhooks A webhook is a way for ServiceVisit to tell another system when something happens in your account. You register an endpoint, which is the address of the receiving system, and ServiceVisit sends it a…
• Webhook Delivery Log, Retries and Disabling Integrations › Webhooks When ServiceVisit sends an event to a webhook endpoint, it records what happened. This guide explains how to read that record, how failed deliveries are retried, and how an endpoint ends up switched…
• Webhook Events and the Signing Secret Integrations › Webhooks Every webhook endpoint listens for a set of events, and every message it receives is signed with a secret that only you and the receiving system know. This guide covers choosing which events an…
• Advanced Analytics, Cycle Time and Labor Efficiency Reporting › Analytics & capacity Advanced reporting adds deeper pages to the Reports section so you can see how work flows through your business and how your technicians spend their time. This guide covers the Advanced Analytics…
• Checking Team Capacity Before You Book Work Reporting › Analytics & capacity The Capacity report compares the hours each technician is available with the work already assigned to them. Use it to see whether your team is overbooked or has room for more work before you promise a…
• Exporting Report Data to CSV Reporting › Data exports You can download the numbers behind your Overview report as a CSV file and open them in a spreadsheet. Use it to sort the figures your own way, keep a record, or share them with your bookkeeper or a…
• Advanced Analytics Reporting › Analytics & capacity ServiceVisit lets you view advanced analytics in Reports, on top of the standard reports. You would use it when the overview is not enough and you want to see how work and technicians are performing…
• Capacity Report Reporting › Analytics & capacity ServiceVisit lets you view a Capacity report, which compares each technician's declared working hours with the work scheduled for them. You would use it to see whether your team is overbooked or has…
• Export Report Data Reporting › Data exports ServiceVisit lets you export your analytics data as a CSV file. You would use it when you want the numbers behind a report in a spreadsheet, to sort them your own way or share them with your…
• View labor costs Reporting › Analytics & capacity ServiceVisit has a Labor Costs report that shows what your field staff cost. It compares the standard cost of your Labor item with each field employee's current hourly cost, and shows how many field…
• View service margins Reporting › Analytics & capacity ServiceVisit has a Service Margins report that compares what you charge for a service with what it costs you. For each bookable service it shows the advertised price, expected labor, other direct…
• View reports Reporting › Analytics & capacity ServiceVisit has a Reports section that shows how your business is running. Its standard pages are Overview, Performance, Work in Progress, Assessment Outcomes, Booked Value, Unresolved Fees and…
• Financial Reports and Earnings Reporting › Financial reports This capability opens the financial reporting pages in the Money area. Billing Reports gives a financial summary for a time range you choose, with revenue by month and a short set of health insights…
• Advanced Billing Reports Reporting › Financial reports This capability opens the billing reports in the Money area. Billing Reports gives a financial summary for a time range you choose, with revenue by month and a short set of health insights. The report…
• Money Overview and Financial Health Reporting › Financial reports The Money overview gives a quick read on the financial health of the business. Its tiles show Payment Account status, Outstanding Invoices, Avg Invoice Value, Paid vs Unpaid Ratio, Cash In, which…
• Billing Reports with PDF and CSV Export Reporting › Financial reports The Billing Reports page summarizes what you invoiced, what you collected and what is still outstanding for a month, a quarter or a year. You can download the same report as a PDF or a CSV file, or…
• Using the Money Overview for a Daily Financial Check Reporting › Financial reports The Money overview is the first page to open when you want a quick read on the financial health of the business. It shows whether you can take payments, how much you have invoiced recently, what is…
• Reading the Receivables Aging Report Reporting › Financial reports The Receivables report shows how much customers still owe you, how old those balances are, and how quickly invoices get paid. It ages every unpaid invoice as of now, so the oldest balances stay…
• Reading Service Margins and Labor Costs Reporting › Financial reports Two reports show whether your work is profitable. Service Margins compares what you charge for each service with the labor and direct costs it takes. Labor Costs compares the standard cost of your…
• Connecting Ad Accounts and Conversion Reporting Reporting › Lead attribution When a booking that came from an ad turns into work, ServiceVisit tells the advertising platform, so it can find you more customers like that one. The report is sent from ServiceVisit's servers…
• Seeing Where Your Bookings Came From Reporting › Lead attribution Attribution answers a simple question: which channels brought you the work that actually got booked and paid for. It has three tabs, Setup, Activity and Performance. This guide covers the two you…
• Dispatch Overview Scheduling dispatch › Dispatch & routes Dispatch is where you see who is working what and move visits between days, times and technicians. It lives in the Schedule area and draws from the same scheduled work orders as the schedule itself…
• Using the Dispatch Board Scheduling dispatch › Dispatch & routes The Dispatch board is a day or week grid with one row per technician. You use it to see how loaded each technician is, find scheduled visits that nobody has been assigned to, and drag a work order to…
• Holidays and One-Off Hours for a Location Scheduling dispatch › Availability & service areas Holidays and exceptions tell ServiceVisit when a location is closed or keeps different hours, so work is not scheduled or offered to customers on those days. Holidays are closure days. Exceptions…
• Service Radius and ZIP Code Coverage for a Location Scheduling dispatch › Availability & service areas When a business has more than one location, each booking needs to go to the right one. Every location has a service radius, and can also claim specific ZIP codes outright. This guide explains how the…
• Setting Up Your Business Locations Scheduling dispatch › Availability & service areas A location is an office, shop or branch your business works from. Each location has its own address, time zone, business hours, booking rules and coverage, so a business with more than one branch can…
• Letting Customers Pick a Time You Can Deliver Scheduling dispatch › Online booking By default, online booking asks a customer for a preferred date and time and holds nothing on your calendar. You can instead let customers pick an arrival hour from times your team can actually cover…
• Handling Online Booking Requests Scheduling dispatch › Online booking When a customer sends a booking request and confirms their email, it reaches you for a decision. You can approve it into a job or decline it. A request that arrives complete may be accepted for you…
• Online Booking and Availability Overview Scheduling dispatch › Online booking Online booking lets a customer choose one of your services, describe the work, give an address and contact details, and send you a request without calling. This guide explains the pieces, how they fit…
• Setting Up Your Bookable Service Catalog Scheduling dispatch › Online booking Your service catalog is the list of services customers can book online. Each service carries everything needed to turn a booking into a job, so nobody has to supply it in the field. This guide covers…
• Sharing Your Booking Link, QR Code and Website Panel Scheduling dispatch › Online booking Your booking page lists the services you offer online. You can reach customers with a readable link, a printable QR code, or a booking panel placed on your own website. This guide explains each, when…
• Change your booking link Scheduling dispatch › Online booking You can change the readable part of your public booking link, for example to match a new business name. You type the new name, which can use letters, numbers and hyphens and must be 3 to 63…
• Booking link, QR code and website embed Scheduling dispatch › Online booking Your booking link is the public address where customers can ask to book your services. On the Booking Link page you can see it and copy it, to put on a business card, an invoice or an email signature.
• Assign and dispatch appointments Scheduling dispatch › Dispatch & routes Once work is on the schedule, this is the permission that lets you move it from one technician to another. On the Dispatch board, dragging a Work Order card to a different technician's row is a…
• Manage Dispatch Scheduling dispatch › Dispatch & routes ServiceVisit lets you manage dispatch, which means deciding which technicians work a Work Order. You would use it when a Work Order needs more than one person. It also puts the Dispatch tab in the…
• View Dispatch Scheduling dispatch › Dispatch & routes ServiceVisit lets you see dispatch figures in your reports. On the Performance tab of Reports, holding this permission shows the Utilization & Capacity card, which gives your average response time and…
• Manage Team Availability Scheduling dispatch › Availability & service areas An administrator can change any technician's working pattern from the Team Availability page. They can set which days a technician works and the hours, and they can add, change or remove dated…
• Declare Your Own Availability Scheduling dispatch › Availability & service areas A technician can record their own working pattern in ServiceVisit: for each day of the week, whether they work and the hours they start and end. A day left unticked is recorded as a day they do not…
• View Team Availability Scheduling dispatch › Availability & service areas The Team Availability page shows when each technician works, so a dispatcher can schedule against real hours instead of guessing. It lists the technicians at a location with the days and hours each…
• Schedule and Reschedule Work Scheduling dispatch › Schedules This capability lets someone put work on the calendar without using the dispatch board. From a job's Schedule Job page, or from the scheduling panel on a work order, they choose the technician, the…
• View My Schedule Scheduling dispatch › Schedules My Schedule is a technician's personal schedule of the assessments and work orders assigned to them. It can be shown a week at a time or a day at a time, and it sits alongside the technician's…
• Manage the schedule Scheduling dispatch › Schedules ServiceVisit lets you put a Work Order on the calendar and move it later. From a Job's page you can schedule one of its Work Orders by choosing a date, a start time and a duration; the end time is…
• View the Schedule Scheduling dispatch › Schedules Viewing the schedule lets someone see what is booked across the whole provider, not just their own assignments. The Team Schedule page shows scheduled work and capacity for the team, one week or one…
• Approve Timesheets Scheduling dispatch › Time & timesheets Approving timesheets is how a manager or owner signs off the time technicians submit. The Timesheet Approval Queue lists timesheets and can be filtered by status (pending, approved or rejected) and by…
• Enter and Correct Time Manually Scheduling dispatch › Time & timesheets Manual time entry lets a technician add time they worked but did not record with a timer. On the Timesheets page they add an entry for a work order, either as a start and end time or as a length of…
• Track Time Scheduling dispatch › Time & timesheets Time tracking lets a technician record the time they spend on jobs and work orders. The Timesheets page shows one day at a time: the work orders worked, the total time, any timer that is still…
• Declaring Your Own Working Days and Time Off Scheduling dispatch › Availability & service areas Every technician can record when they work. You set the days you normally work and the hours you start and finish, and you add dated exceptions for time off, a half day or an extra shift. These…
• How Availability Affects Scheduling and Online Booking Scheduling dispatch › Availability & service areas Declared working days and time off are information for the people who schedule, and they are what online booking uses to offer customers a time. They flag problems rather than block work, so a job can…
• Viewing and Managing Your Team's Availability Scheduling dispatch › Availability & service areas The Team Availability page shows every schedulable technician's working days for one location, plus upcoming time off. People who schedule work can read it. People with permission to manage…
• Approving Timesheets and Reading the Workday Report Scheduling dispatch › Time & timesheets The Timesheet Approval Queue is where a manager or owner reviews the time technicians submit. Each timesheet is one technician's time on one work order. You can approve it, reject it with a reason…
• Automatic Timekeeping and the Confirmations It Asks For Scheduling dispatch › Time & timesheets The work itself drives the timers, so a technician does not have to remember a stopwatch. This guide lists exactly what starts and stops time on its own, when the system closes a timer for you, and…
• Adding and Correcting Time Scheduling dispatch › Time & timesheets A technician can add time that was never recorded, and can correct time that was recorded wrongly, including time a manager rejected. This guide covers adding a manual entry, fixing a rejected…
• Time Tracking and Timesheet Approval Overview Scheduling dispatch › Time & timesheets Time tracking records the time a technician spends travelling, on site and working, attaches it to the work order or assessment it belongs to, and carries it through review. Most of it happens as a…
• Tracking Your Time Through the Day Scheduling dispatch › Time & timesheets The Timesheets page is a technician's page for the day. It shows whether you are clocked in, the next stop on your schedule, the total time recorded, which work orders have time and which assigned…

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