Sign up, set up your account, and learn the basics.
4 articles
Add clients, send invites, and manage properties.
2 articles
Log visits, track work, and view service history.
1 article
Stripe setup, invoices, subscriptions, and payouts.
2 articles
Route planner, notifications, referrals, and more.
2 articles
Passkeys, login, profile settings, and preferences.
3 articles
Public profiles, pro directory, and referral program.
2 articles
Create your account, choose your role, and complete your onboarding checklist to get up and running.
4 min read
Add your business name, contact info, service area, bio, and logo to build trust with clients.
4 min read
Select which services you provide so clients and the directory know your specialties.
2 min read
Add Servida to your home screen for an app-like experience on your phone or tablet.
2 min read
Create client profiles, add contacts, set service days, upload photos, and manage your client list.
6 min read
Send invite links so clients can view their service history, photos, and invoices online.
3 min read
Record service visits and sessions, log work details, add photos and notes for your clients.
5 min read
Connect your Stripe account to accept credit card payments, send invoices, and manage subscriptions.
5 min read
Create one-time invoices, set up recurring subscriptions, and track payment status.
4 min read
Plan daily routes, navigate to clients with Waze/Google/Apple Maps, and use geofence auto-check-in.
4 min read
Enable push notifications to stay informed about client activity, payments, and messages.
3 min read
How passwordless authentication works β secure, fast, and no passwords to remember.
3 min read
Set up biometric sign-in with your fingerprint, face, or device PIN for instant access.
4 min read
Toggle between dark and light themes to match your preference.
1 min read
Enable your public profile, choose a custom URL, manage reviews, and appear in the Servida directory.
4 min read
Share your referral link, invite other pros and clients, and track referral status.
3 min read