Help center

Guides to set up & run Servtide

Clear, step-by-step walkthroughs — exactly where to click, what to enter, and the gotchas to avoid.

Getting set up

Add your logo, colours, company name, and email sender.

Invite users and set department-based permissions.

Set up flat-rate services and materials for fast quoting.

Add customers, service addresses, and equipment.

Connect card payments and start collecting.

Turn on your booking page, portal, and AI receptionist.

Recurring service agreements with auto-scheduled visits.

Schedule, dispatch, do the work, estimate, and invoice.

Install it to your home screen (no app store), sign in, and work offline.

Templates and automatic reminders, follow-ups, and reviews.

QuickBooks, cloud backup, reports, and CSV exports.

Still stuck?

Our Canadian team is happy to help you get set up.