ServicePro

Manage Your Service Business Efficiently

Help & Guide

Everything you need to navigate ServicePro and get your work done — step by step.

Getting Started & Navigation

Welcome to ServicePro! This guide walks you through navigating the app and completing everyday tasks. Use the tabs above to jump to any topic.

The Navigation Bar

The top navigation bar is your home base. Each item takes you to a major area of the app:

  • Dashboard — overview of your business at a glance.
  • Clients — your customer list and details.
  • Services & Categories — your service catalog and pricing.
  • Estimates — create and manage job estimates.
  • Schedule — calendar of appointments, estimates, and jobs.
  • Invoices — billing and payments.
  • Jobs Report — status tracking across jobs, estimates, and invoices.
  • Settings — company profile and app configuration.

On mobile, tap the menu icon (three lines) in the top-right to open the navigation.

Your First Steps

  1. 1Set up your company profile in Settings — add your logo, address, and payment terms.
  2. 2Create service categories and add your services with pricing in Services.
  3. 3Add or import your clients in Clients.
  4. 4Create your first estimate, schedule it, and convert it to a job and invoice when ready.