1. Prepare your workspace
Before inviting the rest of your team, configure foundational settings that power pricing, scheduling, and communication.
- Update business hours, currency, and tax defaults.
- Import customers via CSV or CRM integration.
- Configure user roles (Coordinator, Sales Rep, Crew Lead, Technician).
- Connect email/SMS sending domains for contract and invoice delivery.
2. Build your price library
Accurate pricing drives margin. Populate materials, labour rates, catalog services, and taxes before building estimates.
Checklist
- • Add materials with unit cost, suppliers, and restock thresholds.
- • Define labour tiers (Apprentice, Journeyman, Specialist) with hourly rates.
- • Group services into reusable catalog bundles.
- • Record regional tax rates and registration IDs for compliant invoicing.
3. Configure operational flows
Decide how ServeHub should behave when estimates are approved, jobs are completed, or invoices are overdue. Automations keep customers engaged without manual follow-up.
- Automated approval emails with next-step instructions.
- Job completion checklists, required photos, and attachments.
- Invoice reminder cadence (3, 7, 14 days past due).
- Escalation rules for unscheduled jobs or missing inventory.
4. Train your teams
Run a kickoff workshop with each department focused on daily workflows. Supplement with ServeHub Academy clips and internal SOPs.
Sales & Coordinators
- • Creating estimates and contracts
- • Managing pipeline stages
- • Booking jobs & assigning crews
Field Technicians
- • Mobile job sheets & checklists
- • Uploading photos and notes
- • Requesting materials or approvals
5. Launch & iterate
Go live with a pilot job, gather feedback, and adjust workflows. ServeHub’s analytics reveal bottlenecks in real time so you can continually refine how your team operates.
Metrics to watch
- • Estimate approval rate
- • Days from job completion to invoicing
- • Average collection time
- • Rework incidents per crew