Welcome to ServiceWurk. This is your dashboard — the screen you will start on every morning. In the next few minutes we will tour every part of it, so you always know where your day, your work, and your money stand.

Start with the left menu — it is organized the way a service business actually runs. At the top, Dashboard and the Getting Started checklist. Then Schedule: your calendar, timesheets, and payroll approvals. Then Clients: your customer list and the live chat inbox.

Below that, Work holds your whole money pipeline — requests, quotes, jobs, invoices, expenses, and your price list. Marketing has your website, campaigns, and communications history. And at the very bottom you can switch the entire app between English and Spanish at any time.

Across the top lives the global search. Press Control K anywhere in the app, type a few letters of a client, quote number, job, or invoice, and jump straight to it. If you learn one shortcut, make it this one.

Now the heart of the dashboard: four live status columns. The Requests column counts new leads and ones you have assessed. Quotes shows approved, changes requested, and drafts. Jobs highlights work that requires invoicing. Invoices shows past due, awaiting payment, and drafts.

Here is the habit to build: every number in these columns is a link. Two past-due invoices? Click the number and you are looking at exactly those two invoices, ready to send reminders. No searching, no filters to set up — the dashboard does the filtering for you.

Under each column, a seven-day sparkline shows the trend — requests received versus converted, quotes sent versus approved, jobs started versus completed, invoices sent versus paid. A glance tells you whether the week is speeding up or slowing down.

Today’s schedule lists every visit on the calendar for today, with its time, client, assigned crew, and live status — to go, active, or complete. Your techs update statuses from the field, and this strip updates with them.

The buttons in the top corner are your quick actions — create a new client or jump into anything else without leaving home. And that is the dashboard: one screen, the whole business.

The Getting Started checklist is your guided setup. It lists everything a working business needs in ServiceWurk, tracks your progress automatically, and never forces an order — do the steps whenever and however you like.

The progress bar counts five required steps: your business profile, your logo, your products and services, your first client, and payments. Optional extras — online booking, your website, inviting your team — are labeled separately and never block completion.

Each card explains why the step matters and takes you straight to the right screen with one click. Come back any time — completed steps show a green check and a strikethrough, and a Review link if you want to revisit them.

The clever part: the checklist reads your real data. If you upload a logo from Settings, or import clients from a spreadsheet, the matching step checks itself off. The wizard and manual setup are always in sync — there is no wrong door.

While required steps remain, a slim progress bar stays pinned to the top of every page with a Continue Setup button. Dismiss it with the X if it is in your way — the Getting Started link in the sidebar brings it all back whenever you want.

When the fifth required step completes, the bar disappears on its own and your business is fully operational: you can quote, schedule, invoice, and get paid. Most owners finish the whole list in under fifteen minutes.

The calendar is your dispatch board — every visit for every job, laid out across the month. This is where you will spend more time than anywhere else, so let us go through everything it can do.

Top right, three views: Month for planning, Week for dispatching, and Day for the field. Each visit is colored by the team member assigned to it, and the legend above the calendar reminds you who is which color.

The team filter narrows the whole calendar to one person — perfect for answering “what does Dana have on Thursday?” And the two buttons create work: New Job for brand-new work, New Appointment for adding a visit to a job that already exists.

Now the fastest booking flow in the app: click any empty slot and this New Job popup opens with the date and time already filled from where you clicked. You never leave the calendar.

Pick the client — their saved properties appear automatically so you can choose the service address. Give the job a title, adjust the time and duration, and if this is repeat work, switch it to Recurring and set the frequency and number of visits.

Tap team members to assign the crew — each name is a chip, tap to add or remove. Add field notes like gate codes or where the shutoff is, then Create Job. The visit appears on the calendar instantly, in the assignee’s color.

Plans change constantly in this business, so rescheduling is just dragging. Grab any visit and drop it on another day or time — saved immediately. In week view, drag the bottom edge of a visit to stretch or shrink its duration.

Click a visit and its detail card pops up: client, address, crew, and instructions. Mark it complete right there, or open the full job. If you drag a time range across empty space, you get the quick appointment scheduler for existing jobs instead.

One more thing: visits booked by clients through your online booking page appear here automatically, so the calendar is always the single source of truth for where everyone needs to be.

Timesheets is where working hours get captured — and captured accurately, because accurate hours mean accurate payroll and accurate job costs. There are two ways to log time: the live timer and manual entries.

Tap Start timer right here on the Timesheets page — pick General time or a specific job from the dropdown first if you want the minutes to land against that job. Once it’s running, a live countdown pins to the bottom of the sidebar on every page, so nobody forgets it’s ticking, until they tap Stop.

Forgot to clock in? Manual entries fix that: pick the date, start time, duration, and optionally the job and a note. Managers can also log time on behalf of a teammate — useful when someone calls their hours in from the road.

Navigate week by week with the arrows. If you manage the schedule, the person dropdown opens anyone’s timesheet, and the team totals underneath show everyone’s week side by side — who is over, who is under, who forgot to log Friday.

Every entry that names a job feeds that job’s real labor cost, which you will see on the job page next to what you billed. That is how you find out which kinds of work actually make you money.

When the week is over, entries flow to the Approvals page for review before payroll — we cover that in its own video. Locked, approved hours are the ones that get paid.

Approvals is the checkpoint between hours worked and payroll paid. Once a week, usually before you run payroll, you review what everyone logged, approve it, and export it — let us walk the whole cycle.

Pick the week with the arrows. Each worker gets a card showing total tracked time versus approved time, so you can see instantly whose week still needs attention.

Review each entry — the job, the times, the duration, any notes. Tap the circle to approve one entry, or tap it again to unapprove. Anything look wrong? Leave it unapproved and ask; a running timer cannot be approved until it is stopped.

When a worker’s week looks right, Approve Week signs off everything of theirs in one click. Approved entries lock — the worker cannot edit or delete them anymore, which means the numbers you approve are the numbers that stay.

Finally, Export Payroll CSV. The file contains only approved entries: worker, email, date, start and end times, minutes, decimal hours, the job, and who approved it. It opens clean in Excel and drops into any payroll service.

That is the whole rhythm: review, approve, export, pay. Ten minutes a week, and no more arguments about hours.

Clients is your book of business — every customer, every property, every dollar of history in one place. Let us look at how clients get in here, and what you can do once they are.

Clients arrive four ways: you add them by hand, you import them in bulk, your website’s contact form creates them, and the chat bot captures them. However they arrive, they all land in this list, searchable by name, phone, or email.

The new client form covers people and companies: name or company name, email, phone, an alternate phone, and how they found you — that lead source becomes useful later when you want to know which marketing actually works.

Moving from another system? The Import button takes a CSV file straight from Excel or Google Sheets and creates everyone at once. Export gives your full list back the same way, any time — your data is never trapped here.

Open any client and this is their full story: contact details, their properties with service addresses, and every request, quote, job, and invoice they have ever had — with statuses and amounts.

A client can have as many properties as they need — home, rental, office — each with its own address and access notes. When you quote or schedule for them, you pick which property the work is at.

The notes section is your team’s memory: the dog’s name, the sprinkler quirk, the “always call before arriving.” And the action buttons start a new quote, job, or request already attached to this client — nothing retyped.

Every client also gets a private portal link where they see their quotes, appointments, and invoices, approve work, and pay online. Send it by email or text — no passwords for them to forget.

Chat is your message center for two audiences: visitors on your public website, and existing clients inside their portal. Both see a chat bubble; everything they write lands here.

This is what visitors see on your website — the chat bubble floats in the corner of every page. When an anonymous visitor opens it, an assistant bot greets them and asks three things: their name, their best contact, and what they need.

The bot then does something important: it creates a client and a work request from those answers automatically. Even if nobody ever answers the chat, the lead is in your pipeline with contact info. No chat goes to waste.

The inbox lists every conversation, newest activity first, with unread badges and its source — website or client portal. The chip on each row shows who on your team owns it; amber means unclaimed.

Ownership is first-come-first-serve by design: when a new message arrives, everyone you have chosen in Settings gets an email alert with a link. The first person to open the conversation claims it — so two techs never answer the same customer twice.

Inside the thread, replies deliver in seconds while the visitor has the page open — and wait for them if they left. Your messages show on the right with your name; the bot’s show in gray.

Need to hand it off? The Refer dropdown transfers the conversation to any teammate — they get an email with a direct link immediately. View Client jumps to the client’s record, and Close Chat archives the thread when it is resolved.

Pick who receives chat alerts under Settings, Chat Notifications. If nobody is selected, alerts go to the owner — a customer message can never fall through the cracks.

Pipeline is your sales funnel as one board: seven columns that trace money from first contact to collected. When you want the state of the business in one screen, this is the screen.

The first two columns are your leads: New Leads fresh from the website, chat bot, or phone, and Assessed for ones you have qualified. Drag a card from New to Assessed once you have talked to the customer — the status saves instantly.

The middle is quotes: Draft, Sent, and Approved. These drag too — mark a quote Sent after you deliver it in person, or pull one back to Draft to rework the price. Cards flagged “changes requested” show the client wants adjustments.

The right side is execution and money: Active Jobs in progress, and Awaiting Payment — invoices sent but not yet paid, with overdue ones flagged in red. Each column header totals its dollars, so the board reads like a cash-flow forecast.

Every card shows the client, amount, and age, and clicking one opens the full record. A healthy board flows left to right — when cards pile up in one column, that is where your attention goes.

Requests is your lead inbox — the front door of the pipeline. Website form submissions, chat bot captures, and phone inquiries you type in all become request cards here.

Taking a call? Hit New Request and capture it while they talk: pick or create the client, choose the property, title the request, and drop the details in. Thirty seconds, and the lead can no longer be forgotten.

Each request moves through simple statuses: New when it arrives, Assessed after you have evaluated it — maybe visited the property — and Converted or Archived at the end. Change status right on the row.

The payoff is the Convert to Quote button: it opens a new quote with the client, property, and request already attached. From cold call to formal quote without typing the same information twice — that is the whole point.

Quotes are how you win work, and this module takes them from draft to signed approval. The list shows every quote with its status — draft, sent, approved, changes requested, or converted — with search and filters on top.

This is the quote builder. Pick the client and property, give it a title, and start adding line items — pull them from your price list so descriptions and prices fill themselves, or write custom lines for one-off work.

Set quantities and unit prices; mark which lines are taxable. Add a percentage discount if you are sweetening the deal. Subtotal, discount, tax, and total calculate live — the math is never your problem.

Two message boxes matter: the client message appears on the quote — a warm thank-you or scope summary — while internal notes stay private to your team. Save, and the quote gets its number.

On the quote’s page you can download the branded PDF or send it by email — the client gets a secure link to their portal, no login or password needed.

This is what the client sees in their portal — every line, the totals, and a Sign & Approve panel. They sign right on the screen — finger on a phone, mouse on a computer — and type their name. That e-signature is stamped onto the PDF with the date, time, and address of approval.

Not ready to sign? On the same portal page the client can use Request Changes to type what they want adjusted — it comes straight back to you and flags the quote so you know to revise and resend. When they are happy, they approve, and their signature locks onto the quote.

And once approved: Convert to Job. Every line item, the client, and the property carry over, ready to schedule. Quote to booked work in two clicks.

Jobs is where sold work gets done. The list shows every job with its client, status, visit count, and value — filter by active, on hold, or completed, or use the dashboard’s Requires Invoicing shortcut to find finished jobs you have not billed.

The job form handles both kinds of work. One-off is a single engagement — a repair, an install. Recurring generates a whole series: pick weekly, biweekly, or monthly and how many visits, and ServiceWurk schedules every one of them automatically.

Set the first visit’s date, time, and duration, assign team members with a tap, and add line items — from your price list or custom. Instructions you write here travel with every visit, so the crew always has the gate code.

This is a job’s home page: client and property up top, line items and total, and the visit list with each visit’s date, crew, and status. Everything about the engagement in one scroll.

Here is the part owners love: because timesheets and expenses attach to the job, real labor and material costs accumulate next to the price. You see the actual margin per job — not a guess at the end of the year.

When the work is complete, Generate Invoice creates the bill from the job’s line items in one click. Mark the job completed, and its visits clear off the calendar. Done, billed, moving on.

Invoices is where work turns into money in the bank. The list shows every invoice with client, amount, and status — and past-due flags itself the day after a deadline passes, so late payers surface on their own.

On the invoice page you control the whole arrangement: payment terms presets like net fifteen or net thirty set the due date, and you can request a deposit up front — the balance tracks partial payments correctly.

Line items work like quotes — add, edit, apply discounts and tax inline, with totals recalculating live. Send it and the client gets the branded PDF plus a secure payment link to their portal.

This is the client’s payment screen in their portal. They pay in one tap — Cash App, Venmo, PayPal, or a Zelle transfer — then tap “I sent it” so you can confirm it landed. Connect your own Stripe account and a Pay by Card button joins them, and the money goes straight to you — never through us — marking the invoice paid automatically the moment it clears.

Cash or check on site? On the invoice page you hit Record Payment and the balance updates the same way. Every payment, whatever the method, rolls up to the client’s account balance.

Two switches do quiet work for you: automatic reminders nudge unpaid invoices on a schedule so you never chase anyone, and Ask for Review requests a Google review right after payment lands — turning happy customers into five stars.

Expenses keeps job costs honest. Parts, fuel, dump fees, rented equipment — log them the day they happen, and your profit numbers stop lying to you.

Each expense takes a description, a category, the amount, the date, and who paid. Categories keep tax season sane; the who-paid part matters in a moment.

Attach the expense to a job and it flows into that job’s profitability — the $23 capacitor shows up against the repair it went into, not lost in a shoebox of receipts.

And when a tech pays out of pocket, mark the expense reimbursable. You get a running record of what the company owes each person — no more crumpled receipts at payday.

Products and Services is your price list, and it quietly powers the whole platform: quotes, jobs, invoices, and your booking page all pull from what you define here. Change a price once, and it is right everywhere from then on.

Items come in two types — services you perform and products you sell. Each carries a name, a customer-facing description, and a photo that shows up on your booking page.

The pricing fields are the smart part: enter your unit cost and your price, and the markup calculates itself. Your cost and margin stay private — clients only ever see the price.

And the Bookable toggle: flip it on for a service, and that service appears on your public online booking page where clients schedule it themselves — with the description and photo you set here doing the selling.

Here is that booking page from the client’s side: your bookable services with photos and prices, a date and time picker, and a confirmation — each booking becomes a scheduled job on your calendar automatically.

The website builder gives your business a professional site without hiring anyone. It is a true split-screen editor: the left side is a live preview of your actual website, the right side is the Customize panel, and every change shows up in seconds.

The Design section sets the look: thirty-two page layouts from classic to bold to dark, and your accent color — pick a preset or enter your exact brand color. The builder automatically keeps text readable, even light accents on dark backgrounds.

Short on time or words? Open the template gallery: more than two thousand fully designed sites across fifty-plus industries — real headlines, real service descriptions, real FAQ answers written for your trade. Filter by industry, preview any of them live, apply one, and make it yours.

Then personalize: upload hero and gallery photos of your actual work, write your story, set hours and service area, add your social links, and toggle whole sections on or off — services, gallery, reviews, FAQ, contact form. Drag sections to reorder them.

Nothing goes public by accident: edits save as a draft only you can see, and visitors keep getting the published site until you press Publish. There is also a factory reset with a confirmation if you ever want to start over.

This is a published site: full-width hero, your services with prices, gallery, reviews, FAQ, and a premium contact form that creates a lead in your Requests automatically. The chat bubble in the corner feeds your Chat inbox.

And under the hood, serious search optimization ships automatically: local business data for Google with your trade, city, and services, FAQ rich results, a sitemap, and social preview cards. Your site is built to rank from day one — no SEO consultant required.

Your site language is yours to choose too — publish in English or Spanish, and every template’s text switches professionally, not machine-translated on the fly.

Campaigns turns the client list you already have into repeat business. A spring tune-up special, a referral bonus, a holiday closure notice — write it once, send it to everyone.

Write the subject, then build the message in the rich editor — bold text, headings, bullet lists, links, even images you upload right in. Click First name or Full name to drop a personalization token wherever your cursor is, and every recipient gets a clean, branded email addressed to them. Each send is logged individually in your Communications history.

A rhythm that works: one useful email per season. Maintenance reminders in spring and fall, a summer special, a thank-you in December. Ten minutes a quarter, and your phone rings without buying a single ad.

Communications is the paper trail for everything the platform sends on your behalf: quotes, invoices, payment reminders, campaign emails, chat alerts, booking confirmations — all of it, in one searchable log.

Every entry shows the recipient, the channel, the full content, the delivery status, and what it was about. Filter by client to see one relationship’s entire history of messages.

The everyday use: a client says “I never got the invoice.” You search their name, see the send, the timestamp, and the status — and resend it in one click. Ten seconds, no argument.

Reports is where you stop guessing. Three views matter most: revenue over time, invoices sent versus actually paid, and receivables aging — the money you have earned but not yet collected.

Revenue over time shows your seasonality honestly — which months always run hot, which always dip. That is when to schedule vacations, when to hire, and when to run a campaign to fill the calendar.

Aging buckets group unpaid invoices by how overdue they are — current, thirty, sixty, ninety days. The rule of thumb: money older than sixty days needs a phone call, not another email reminder.

Check reports once a week and the business stops surprising you — cash crunches, slow seasons, and chronic late payers all announce themselves here first.

Team is where your crew gets their own logins — because sharing one password is how mistakes and mysteries happen. Each person gets an account, a role, and a calendar color.

Adding someone takes about a minute. Up top, the personal details — name, email, phone, and the calendar color their visits show in. Then their permissions, and further down a login password of their own. But the important part is the role.

Four roles, four levels of trust. Workers see their own schedule and hours — no prices, no client money. Dispatchers run the calendar and assignments. Admins manage everything except the subscription. Owners hold the keys to all of it.

Someone leaves? Deactivate their account — they lose access instantly, but every hour they logged and every job they touched stays in your records, exactly as it happened.

Settings is your company’s control room. Everything here is set-once-and-forget — but it is worth ten minutes to set it right, because these values appear on every document you send.

The business profile — name, industry, phone, address — flows onto quotes, invoices, your website, and the client portal. Your industry choice also unlocks the matching website templates. The logo uploader accepts any image and optimizes it automatically.

Set your default tax rate once and every new quote and invoice starts with it. The timezone controls how visit times display for you and your crew.

Online booking gets its own switch and public link — share it anywhere, and bookings become scheduled jobs automatically. Turn it off any time without losing anything.

Payments is the section to take seriously: connect your own Stripe keys for card payments, or add your Cash App, Venmo, PayPal, and Zelle handles. Client money always flows directly to your accounts — the platform never holds a cent of it.

And Chat Notifications: check which team members get an instant email when a customer writes in. First to open the conversation owns it. If you check nobody, alerts default to the owner — messages can never slip away unseen.