Every job goes through the same journey: it gets booked, your team heads out, the work gets done, and you get paid. When that journey lives in texts, paper notes and memory, jobs slip through the cracks, customers wonder when you are coming, and invoices go out late.
In Servgrow, every job carries its own progress bar from Schedule to Pay. Your team taps each step as it happens, customers are kept informed automatically, travel and work time are tracked for you, and anyone in the office can see at a glance where every job stands. Nothing gets forgotten between the first booking and the final payment.
Find a job
Click Jobs in the left menu.
Use Search to find a job quickly.
Choose which jobs to show: Scheduled lists scheduled jobs with the most recent date first, Upcoming lists jobs from today on with the soonest first, and Unscheduled lists jobs that have no time yet.
Each row shows the customer and invoice number, the job and its status, the date and time, the amount and its invoice status (such as Unsent), the property and the team member. Click a row to open the job.
You can also open a job by clicking it on your Schedule.
The job page at a glance
The job title. Click the pencil to rename it.
Options: Add Form, Download, Print, Mark as Uncollectible, Cancel or Delete the job.
The progress bar: Schedule, OMW, Start, Finish, Send Invoice and Pay. Completed steps are filled in, with the date and time underneath.
Customer Information: the customer, the service address with a map, and their email.
Profitability shows the job's invoice number and the Team doing the work. Click the pencil to change who is assigned.
Scroll down to see and change the services, invoice notes, discounts, tax, the payment summary and any expenses.
Step 1: Schedule
Click Schedule on the progress bar to change when the job happens.
Go back to details returns you to the job page.
Switch between Month, Week, Day and Team to find a good time.
Drag the job to its new day and time. Servgrow asks you to confirm. For a repeating job, choose whether to move only this job, this and all future jobs, or every job in the series.
For booking and moving work straight from your calendar, see How to Schedule Jobs and Estimates.
Step 2: On my way
When your team heads to the customer, click OMW. Customers who know you are coming are ready when you arrive, and you get fewer "where are you?" calls.
On my way at: starts at the current time. Servgrow starts tracking travel time from here.
How many minutes away are you? Optional. Pick 5, 10, 15, 30, 45 or 60+ to let the customer know when to expect you.
Notify customer by: tick Email, Text or both.
Click On my way.
To change what the message says, see On My Way Texts: Stop Customers Wondering When You'll Show Up.
Step 3: Start
When the work begins, click Start.
Start job at: Servgrow stops tracking travel time and starts tracking time on the job.
Optional: click Browse to add a photo of how things looked before you started. It is useful proof if a customer ever questions the work.
Choose whether to let the customer know by Email or Text.
Click Start job.
Step 4: Finish
When the work is done, click Finish.
Finish job at: Servgrow stops tracking time on the job and records when it ended.
Choose whether to tell the customer the work is complete by Email or Text.
Click Finish job.
Steps 5 and 6: Send Invoice and Pay
The invoice is already built from the job's services and prices. Click Send Invoice to send it by text, email or both, then click Pay to record the payment when the customer pays. Sending the invoice the moment the job is finished is the fastest way to get paid. For every option, see How to Invoice Completed Jobs: Finish, Send and Get Paid Faster.
Made a mistake?
Clicked a step too early? Click UNDO above the progress bar to step back.
Tips
Tap each step as it happens. The times are recorded as you go, so your travel and job times stay accurate and the office always knows where your team is.
Always tick Text for On my way. A quick text is the message customers are most likely to see before you arrive.
Check Unscheduled every week. Those jobs are sold but not on anyone's calendar yet.
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