Servgrow

Understand your Jobs Dashboard to efficiently manage and monitor all the jobs created for a customer.

Jobs Dashboard Overview

Step-by-step instructions on where and how to create, schedule and dispatch a job.

How to Create a Job

Learn how to schedule a recurring job in the schedule details section.

Recurring Job Option

Have a little more flexibility and give your customers a window of time for your arrival to the job.

How Do I Set the Arrival Window?

Learn how to quickly and easily setup recurring jobs that recur on any frequency.

How to Schedule Recurring Jobs

An overview of the Individual Job Dashboard that will help you understand the different sections and tools to manage a job.

Jobs Dashboard (Individual)

Learn the different steps of updating each of your jobs, from scheduling to getting you paid.

Jobs 101: From Scheduling to Getting Paid

How To Create Job Forms and Add them to a Job

A complete guide on how to add a Form to a job, visit, or estimate.

Adding Forms to a Job, Visit, or Estimate

Learn how to use Segments to divide a job into multiple parts.

Job Option: Adding Segments

This article will guide you on how to invoice a customer once a job is completed.

How to Invoice Completed Jobs?

Learn how to transform hours of tedious work into seconds of effortless efficiency by utilizing job and estimate templates.

Job & Estimate Templates

Tiffany Hayden

Randy Soderman

The ultimate collection of articles that will help you create, schedule, and manage Jobs inside ServGrow.

Jobs

Visit Servgrow University

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Create your workspace and invite the people you work with.

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

Ship something

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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