Servgrow

Give everyone on your team their own login and just the access their job needs: techs see their own jobs, the office runs the day, and your numbers and settings…

How to Add an Employee: Give Every Team Member the Right Access

Start every day knowing what you've billed and collected, what's booked, who still owes you and which estimates need a follow-up, all on one screen.

Your Servgrow Dashboard: See How Your Business Is Doing at a Glance

Decide exactly what each team member can see and do, protect your prices and customer information, and create your own roles such as Crew Lead when the ready-made ones do…

Changing Employee Permissions and Roles: Give Everyone the Right Access

Set up your company profile, online payments, prices, customers, automatic messages, team, first job, customer portal and online booking in the right order, so you can start booking work and…

Step by Step Guide to Fully Set Up Servgrow From Scratch: Get Ready to Book Work and Get Paid

Find every setting that controls how your business runs in Servgrow, from prices and customer messages to your team, payments and invoices, grouped into Workflow, Company and Finances.

Account Settings Dashboard: Everything That Runs Your Business in One Place

One timestamped list of everything that happened in your account, filtered by date, type or customer, including whether the estimate or invoice you sent was actually opened.

Activity Feed: See Who Did What, and Whether the Customer Opened It

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Set up your account and your team, and learn the screens you use every day.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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