Your first organised workday, step by step.
Start with one customer and one service job. You can add more details as your business needs them.
Start your free workspace1. Create and secure your workspace
Use your business name, your name and an email address you control. Save the recovery code shown inside your workspace. When email verification is available, verify your address from Business profile to enable email recovery.
2. Add a customer and their equipment
Open Customers and add the customer’s contact details. Open Equipment to link each device to that customer. You can view the service history from either record.
3. Add your team and create a job
Add technician records under Team. These are assignment records, not separate staff login accounts. Create a service ticket with its scheduled date, priority and assigned technician.
4. Record contracts and received payments
Add AMC dates, value, planned visits and coverage. Record money already received against exactly one job or AMC. ServiNexo does not charge customers or provide a payment gateway.
5. Finish with a clear report
Add completion notes before marking a job Completed. Open its report and choose Print / Save PDF. Select Save as PDF in your browser for Hindi or other non-Latin text. Keep copies of important reports.
6. Review renewals and keep access safe
Check the dashboard regularly for contracts expiring in the next 30 days. Dashboard reminders work without email; optional email summaries depend on mail delivery setup. Contact support@servinexo.com if you need help.