Welcome to Servgrow!
We are so excited to see you grow your business with Servgrow soon! We have different tools that will help you close hundreds of jobs with your customers. But to fully enjoy the benefits of our system and its potential, there are a few things that you need to set up first.
Let's start!
1. Your Main dashboard will always be the default page that you will see once you login to Servgrow. On this dashboard, we have already listed the different steps that you need to go through.
2. The first thing that you need to do is setting up your Company Profile.
Click the 'Set Company Profile' to begin.
3. Next, Add your Services and Plans.
4. After successfully adding your services and plans, time to add your customers. You can either directly add them to the system individually or import your contacts list.
5. You are doing a great job! Once you've made your customers list, it's time to customize your automated SMS and Email. Let them know that their appointment is scheduled, and you are on your way!
6. Here's another important part that you don't want to skip - adding your employees. They will be your team to whom you can assign to handle the job process from scheduling to getting paid!
7. Ready to start your very first job with Servgrow? Time to schedule jobs and let your revenue skyrocket!
8. Ever heard about the "magic link"? It's magical because you'll just send a customized link to your customer where they can access their account with no needed password at all. A fully customized portal for all of your customers will surely make you a pro!
9. Let potential customers book their preferred schedule with the help of online booking. With the help of this booking system, you will know their request and preferred schedules instantly!
10. It's time to set up the methods on how you will get paid for the excellent job you have done for your customers. Connect your bank account with the help of Plaid or manually add your bank account.
That's it! Congratulations on fully setting up your Servgrow account!