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THE SERVICEKEEL FIELD GUIDE
Your first day
with ServiceKeel.
Start with one customer and one task. Learn how the workspace fits your day before bringing in more work.
A practical guide for service-business owners and teams.
THE PRACTICAL DETAILS
Put it into practice.
Start with the details that make the next step clear.
Try one task.
Add a customer, prepare an estimate, or plan a visit with details you can easily inspect.
Review the result.
Check the draft and confirm only the specific action you intend.
Begin with a manageable example.
Choose work you understand well. Check the customer record and services before preparing an estimate or invoice. You can inspect a draft without sending it to anyone.
Use the assistant alongside your work.
Say what you want to accomplish. Answer clarification questions, then inspect the prepared details. Edit anything that needs correction and update the review before confirming.
Save your account before leaving.
Guest access is tied to the browser tab. Save the account before closing it so you can return. Do this before setting up connections such as customer payments.
Understand the trial.
The current Core offer includes seven days free without a credit card or an automatic charge. After the trial, subscribe to continue. See pricing for the current offer.
Add follow-ups when the workflow makes sense.
Once you understand the record and its status, choose a useful rule. Review its timing, conditions, and action before enabling it.
YOUR CHECKLIST
A quick check before the next step.
Use this list while you work. Checks stay on this page until you leave or refresh.
A FEW USEFUL ANSWERS
Before you go.
Can I use this checklist without an account?
Yes. Download the text checklist and adapt it to your own work. No account is needed.
MAKE SPACE FOR A BETTER WORKDAY
You handle the service.
Let’s handle what’s next.
Try ServiceKeel free for 7 days. Find your new rhythm.
Start your free trial
No credit card. No automatic charge.