Customer Management – Servu Support

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Company Management / Billing

8

How do I add more Seats to my plan?
How do I use a Bulk Action?
How do I change the Daily Summary send time?
How do I design a new form?
How do I add an item to my service catalogue?
How do I update my billing details?
How to setup job email messages
How to setup job SMS messages

Customer Management

8

How do I add a new customer?
How do I update a customer’s details?
How do I add a communication to a customer?
How do I submit a form against a customer?
How do I view a customer’s email history?
How do I add a new Contact?
How do I update a Contact?
How to invite a customer to the Customer Portal

Financial

5

How do I add a new invoice?
How do I use my service catalogue in Quotes and Invoices?
How do I add a line item with a custom tax rate?
How do I update my default invoice payment details?
How to insert a line break total in quotes/invoices

Integrations

3

How do I integrate with Xero?
How do I integrate with QuickBooks?
How do I integrate with Sage?

Job Management

8

How do I add a new job?
How do I unallocate a Job?
How do I add job sources?
How do I update a job source?
How to add a new contact on the Scheduler?
How do I add a new job category?
How to enable job completion reminders
How to add new fields to an existing form submission

User Management

6

Getting Started
Onboarding Your Team
Deactivating a User
How do I change my profile picture?
Resending a User Invitation
How do I change my email preferences?

Project Management

2

How do I create a new project?
How do I tag a record in a project?

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Customer Management

Customer Management

How do I add a new customer?
How do I update a customer’s details?
How do I add a communication to a customer?
How do I submit a form against a customer?
How do I view a customer’s email history?
How do I add a new Contact?
How do I update a Contact?
How to invite a customer to the Customer Portal

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