Add your first customer
Create a customer and their main property or service address.
Read guide →Help centre
Answers for the office, the field and the people running the business.
Start with the essentials, then jump into customers, jobs, documents, mobile work, security and billing.
Getting startedJobs · quotes · invoicesSecurity · plans · field work
06 guides
Getting started
Set up the workspace and learn the everyday basics.
Complete your business setup
Add the company details that appear across documents and customer communication.
Read guide →Getting started
Set up the business, add your first customer and turn the first piece of work into a scheduled job.
Read guide →Your first five minutes
A quick tour of the dashboard, navigation and the safest order for initial setup.
Read guide →Add your first customer
Create the customer once and reuse their details across jobs, quotes, invoices and forms.
Read guide →Create your first job
Go from customer request to an active job without unnecessary setup.
Read guide →03 guides
Customers & jobs
Customers, sites, jobs, notes and job history.
Cancel or delete work safely
Understand the difference between cancelling scheduled work and deleting records.
Read guide →Create and schedule a job
Turn customer work into a job and place the visit on the calendar.
Read guide →Keep notes, photos and signatures with the job
Store field evidence against the work instead of in separate messages and camera rolls.
Read guide →03 guides
Calendar & scheduling
Visits, reminders, recurring work and day planning.
How job reminders work
Understand staff reminders and the channels available to each user.
Read guide →Set up recurring work
Create repeat service work without rebuilding the job each time.
Read guide →Use the calendar
See scheduled work, visits and appointments in one place.
Read guide →04 guides
Quotes & invoices
Pricing work, sending documents and recording payment.
Create and send a quote
Build a customer quote and send the document from the workspace.
Read guide →Create, send and track an invoice
Issue an invoice and keep payment status visible to the business.
Read guide →Turn an accepted quote into work
Move from pricing to delivery without retyping customer details.
Read guide →VAT and invoice totals
Check net, VAT and gross values before issuing documents.
Read guide →02 guides
Field & mobile
Using the workspace on phones and capturing job evidence.
Capture photos and signatures
Keep customer evidence attached to the right job.
Read guide →Use the Trade workspace on a phone
Work from the field with touch-friendly job screens and the same permissions as desktop.
Read guide →03 guides
Forms & certificates
Trade forms, certificates and job-linked records.
Electrical certificates overview
Find EICR, EIC and Minor Works records when the package and trade setup include them.
Read guide →Save and resume certificate drafts
Work through longer forms without losing the job context.
Read guide →Create forms and certificates
Keep inspection, testing, handover and certification records attached to the job.
Read guide →02 guides
Website, enquiries & booking
Public enquiries, online booking and lead handling.
Handle a website enquiry
Turn a public enquiry into a customer, quote or job.
Read guide →How online booking works
Offer customer-facing times without exposing the internal calendar.
Read guide →03 guides
Account & security
Sign-in, MFA/passkeys, users, permissions and security.
If a phone or device is lost
Reduce account risk quickly after losing a signed-in device.
Read guide →MFA and passkeys
Protect sign-in with a passkey or authenticator-based MFA where required.
Read guide →Users, roles and permissions
Control what each person can see and do.
Read guide →03 guides
Plans & billing
Packages, subscriptions, upgrades and billing basics.
Understand your package
See which modules and user allowance are included.
Read guide →Upgrade or change plan
Move to a package that better matches the business.
Read guide →What happens when a subscription payment needs attention
Know where to look if the platform subscription cannot renew normally.
Read guide →More guides
Turn an enquiry into real work
Qualify a lead and then create the customer, quote, job or scheduled job you actually need.
Connect Outlook, Xero, QuickBooks or Mailchimp
Use staged imports and explicit sync controls instead of blindly copying external data.
Invoices, payments and defaults
Set invoice rules once, then create, issue and track customer invoices consistently.
Schedule and reschedule work
Use the Calendar to book visits and keep the team clear on where they need to be.
Create and send a quote
Build a draft, review the customer copy and issue it when the price is ready.
Secure your ServiceClerk account
Use passkeys or an authenticator and understand when ServiceClerk asks you to verify again.
Get help from the Support Desk
Search help articles first, then raise a support request with the right context.
Use timesheets and timers
Record labour against the correct job and approve team time when required.