Implementation
Implementation Checklist
Use this to launch ServeHub across sales, field, and finance.
Day 0: Configure
- • Set business time zone, currency, taxes, and branding.
- • Add materials, labour rates, catalog items, and tax rates.
- • Invite users; assign roles (Coordinator, Sales, Crew Lead, Tech).
- • Connect email/SMS delivery for contracts and invoices.
Day 1–3: Build sales motion
- • Create section-based estimates with margin targets.
- • Prepare contract templates with placeholders.
- • Test sending a contract to yourself; verify PDF/signature flow.
Day 4–7: Pilot job
- • Convert a signed contract into a job; check copied items.
- • Assign crew notes, schedule, and upload site documentation.
- • Generate a deposit invoice; send via email/SMS.
Ongoing
- • Monitor pipeline for pending contracts and invoices.
- • Track job profitability and expense capture.
- • Use reminders for overdue invoices and unsigned contracts.