Setup Checklist

Follow these 6 easy steps to setup Servis

1. Connect your Accounting Package (e.g. Xero) to import all your existing Customers, Billable items (e.g. Products & Services), Tax codes and Accounts into Servis.

   1. Billable items are used to create Quotes & Invoices.

   2. Customers created in Servis will be added to your Accounting Package once the first invoice for that customer is sent in Servis.

2. Setup Job Types (e.g. Gardening) & Job Tags (e.g. Key Required)

3. Invite other Users (admin, finance, office or mobile users)

4. Setup Business Hours for scheduling using the Planner (default is 7am-4pm Monday to Friday).

5. Upload your Business Logo for professional looking Quotes and Invoices.

6. Customise Invoice Settings like payment terms and footer text.

Step 1 Alternative

If you don’t have an Accounting Package or there is no integration in Servis yet for yours, you'll need to do the following steps as part of Step 1:

1a) One of our friendly onboarding team members can import your Customers (and Sites) for you. Please provide them in as close as possible format to the examples below:

1b) Setup Tax codes and Accounts or use ones provided.

1c) Create Billable items (e.g. Products & Services) for commonly billed services and materials.