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ADVANCED ACCOUNT SETUP

2

Marketing Automation
Centralized View of Schedule Activities

BASIC ACCOUNT SETUP

5

Welcome to Servifocus
Add your Existing Customer
To Create New Lead
Add Staff Members In Servifocus
Access Your Profile Setup

USING SERVIFOCUS

4

How To Create a job
Create Invoice
Create Estimate
Create Proposal

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BASIC ACCOUNT SETUP

BASIC ACCOUNT SETUP

Welcome to Servifocus
Add your Existing Customer
To Create New Lead
Add Staff Members In Servifocus
Access Your Profile Setup

WHO WE ARE

Discover the power of ServiFocus CRM, designed to integrate essential business operations into a single streamlined platform.

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