BASIC ACCOUNT SETUP
Welcome to Servifocus
Last Updated: May 2, 2024Welcome to Servifocus.com! To get started, follow these simple steps to set up your company profile setup. Once logged in, you’ll typically land on the dashboard or homepage. This is the central hub where you can access various modules and functionalities.
Add your Existing Customer
Last Updated: May 2, 2024Featuring your Existing Customers Having all your customers in Servifocus makes it easy to schedule jobs more quickly for your existing customers and builds a customer database complete with their contact information and any notes or tags you already have on your customers. There are some ways you can add customers to your account: Import...
To Create New Lead
Last Updated: May 2, 2024Navigate to leads view, follow these steps: Enter Name, Address, Position, City, Email Address, state and required things then click”Save”. While adding the new lead we can choose the “Status” and ”Source” View, Edit and Deleting Leads:
Add Staff Members In Servifocus
Last Updated: May 2, 2024In the dashboard menu, click setup -> staff to proceed. Fill the below details also like Facebook, Email signature and select “Save” Setting Permissions:
Access Your Profile Setup
Last Updated: May 2, 2024For your ‘Profile setup’ where you will set up and manage some important aspects of your servifocus account, such as: Company Overview Setup: “In this section, locate and select the ‘Edit Profile’ option. Let’s get the basics set. Your company profile is going to be where you enter your company info, set up your default...