New to ServiceForge? Here's everything you need to hit the ground running.
Your calendar is where the day takes shape. Learn how to set it up, customize the view, and sync it with your other tools so you're always one step ahead.
The job starts when the booking lands. Learn how to schedule, reschedule, or cancel appointments, set up recurring bookings for your regulars, use labels to keep your crew organized, and pull reports when you need to see the numbers.
Managing your calls means staying on top of your work. Access call lists, update your script, and adjust your greeting and more.
Your tools should work together. ServiceForge connects with what you already use to run your home service business. Learn how to connect them.
Your Booking Page is your 24/7 front desk. Customers find you and book the job, all without you picking up the phone. Here's how to set it up, make it yours, and own your local service area.
Your services are what you sell. Set them up right, and customers can book exactly what they need. Learn how to create, edit, organize, and manage your service menu so your Booking Page works as hard as you do.
Your crew is the backbone of the operation. Add techs, set their hours, manage time off, and give each one their own calendar and booking link. When customers book, they get the right person, and your team knows exactly where they need to be.
Your customer list is more than names and numbers. It's job history, notes, spending patterns and everything you need to know before you roll up to a site. Manage contacts, track appointments, and keep your records clean.
Understanding usage, plans and billing.
Add live chat to your website and let real people handle customer questions in real time.
Keep your account secure and up to date.
Get paid for the work you do, fast. Accept online payments, handle in-person transactions and collect deposits with Stripe.
