top of page

Getting Started 

Your First Steps Toward Smarter Field Operations

Serviqs makes managing field teams simple, clear, and efficient — right from day one.
Whether you’re setting up your company for the first time, adding technicians, or dispatching your first job, this quick-start guide walks you through everything you need to know to get up and running.

​

🧭 1. Set Up Your Company

Start by personalizing your Serviqs workspace.

  • Add your company details (name, logo, and contact information).

  • Define your service areas and coverage zones.

  • Invite your team members — assign them as managers, dispatchers, or technicians.

Once your organization is set up, every job, customer, and vehicle will automatically stay synced.

👥 2. Add Technicians & Field Teams

Build your operational team in minutes.

  • Add technicians and assign them to teams or regions.

  • Each technician gets instant mobile access to the Serviqs app.

  • Real-time updates keep everyone aligned, wherever they are.

Manage performance, availability, and communication — all in one place.

🧾 3. Create Your First Job

Let’s get to work!

  • Click New Job in your dashboard.

  • Select the customer, choose a technician, and set the date/time.

  • Add job details, attachments, or checklist items as needed.

From the moment the job is assigned, both dispatcher and technician can track it in real time.

serviqs

​🗓️ 4. Schedule & Track Progress

Stay in control with full scheduling and live tracking.

  • View all upcoming jobs on the Tech Map or Calendar.

  • Adjust assignments easily with drag-and-drop dispatching.

  • Receive automatic notifications for job completion or technician status changes.

💬 5. Use the Built-In Help Center

Need help at any step? The AI-powered Help Center is always available.

  • Get quick answers to setup questions.

  • Chat with the Serviqs assistant directly inside the app.

  • Submit a support ticket if needed — no need to leave your workflow.

bottom of page