Help & notifications

Search for answers, follow support tickets and manage notifications.

8 articles

• Customer Notification Settings and Event Policies →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…
• Customize message templates →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…
• Finding Answers in Help →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…
• Getting Help and Opening a Support Ticket →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…
• Manage your provider settings →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…
• Notification Bell and What Appears In It →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 →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…
• Opening and Following a Support Ticket →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…