Help Center

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All Pro Articles

Getting Started with Servida

Pro

Create your account, choose your role, and complete your onboarding checklist to get up and running.

4 min read

Complete Your Business Profile

Pro

Add your business name, contact info, service area, bio, and logo to build trust with clients.

4 min read

Configure Service Offerings

Pro

Select which services you provide so clients and the directory know your specialties.

2 min read

Mobile App Experience

Add Servida to your home screen for an app-like experience on your phone or tablet.

2 min read

Add & Manage Clients

Pro

Create client profiles, add contacts, set service days, upload photos, and manage your client list.

6 min read

Invite a Client to the Portal

Pro

Send invite links so clients can view their service history, photos, and invoices online.

3 min read

Log & Manage Service History

Pro

Record service visits and sessions, log work details, add photos and notes for your clients.

5 min read

Set Up Stripe Payments

Pro

Connect your Stripe account to accept credit card payments, send invoices, and manage subscriptions.

5 min read

Invoices & Subscriptions

Pro

Create one-time invoices, set up recurring subscriptions, and track payment status.

4 min read

Route Planner & GPS Navigation

Pro

Plan daily routes, navigate to clients with Waze/Google/Apple Maps, and use geofence auto-check-in.

4 min read

Notifications & Push Alerts

Pro

Enable push notifications to stay informed about client activity, payments, and messages.

3 min read

Magic Link Sign-In

How passwordless authentication works β€” secure, fast, and no passwords to remember.

3 min read

Passkey Authentication

Set up biometric sign-in with your fingerprint, face, or device PIN for instant access.

4 min read

Dark & Light Mode

Toggle between dark and light themes to match your preference.

1 min read

Public Profile & Pro Directory

Pro

Enable your public profile, choose a custom URL, manage reviews, and appear in the Servida directory.

4 min read

Referral Program

Pro

Share your referral link, invite other pros and clients, and track referral status.

3 min read

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