Project Management – Servu Support

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Project Management

2

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

Company Management / Billing

6

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

Customer Management

8

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

Financial

4

How do I update my default invoice payment details?
How do I add a line item with a custom tax rate?
How do I use my service catalogue in Quotes and Invoices?
How do I add a new invoice?

Integrations

3

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

Job Management

6

How do I add a new job category?
How to add a new contact on the Scheduler?
How do I update a job source?
How do I add job sources?
How do I unallocate a Job?
How do I add a new job?

User Management

6

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

Project Management

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

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