The whole guide is about 60 minutes

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Everything about running your business on Servio, written for people who'd rather be working than reading manuals.

The guide, chapter by chapter

12 chapters
01
Getting started

From signing up to your first booking in about ten minutes — no technical setup.

6 min · 6 sectionsRead
02
Your booking page

The page customers use to book you — what it shows, how a booking works, and how to make it yours.

5 min · 4 sectionsRead
03
Jobs & calendar

Every appointment in one list: confirm, schedule, assign, finish and collect.

6 min · 7 sectionsRead
04
Customers

Your customer list builds itself. Here's what's in it and how to use it.

4 min · 3 sectionsRead
05
Invoices & estimates

Quote the work, turn the quote into a bill, get paid, keep tax-ready records.

6 min · 5 sectionsRead
06
Getting paid

Connect your bank once. Then take cards online, by link, by QR code or in person — and watch the deposits arrive.

6 min · 5 sectionsRead
07
Tap to Pay on iPhone

Accept contactless cards, Apple Pay and other digital wallets with just your iPhone — no card reader. Setup, taking a payment, receipts, refunds and troubleshooting.

9 min · 9 sectionsRead
08
Leads

People who asked a question but haven't booked yet — reply fast and turn them into customers.

3 min · 2 sectionsRead
09
Reviews

Collect 5-star reviews after every job and show them on your booking page.

3 min · 2 sectionsRead
10
Team & the tech app

Add your techs, give each a login, assign jobs — they see only their own work on their phone.

5 min · 3 sectionsRead
11
Billing & plans

What each plan includes, how the trial works, and how to change or cancel.

3 min · 3 sectionsRead
12
FAQ

Quick answers to the questions we get most.

4 min · 4 sectionsRead
Prefer to learn in the app?

The Servio iPhone app has a short interactive walkthrough the first time you open it, and this whole guide under More → Help — including the Tap to Pay on iPhone chapter.