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~25 min total
General Setup Guide
Follow these 9 steps to configure your ServiceIQ account and start managing your field service operations like a pro.
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1 of 9Pro Tip
Complete each step in order for the smoothest setup experience. You can always come back and adjust settings later.
1
2 min
Create Your Account
Get started by creating your ServiceIQ account.
- Navigate to the ServiceIQ login page and click "Sign Up".
- Enter your email address and create a secure password.
- Verify your email address by clicking the link in the confirmation email.
- Complete your profile by adding your name and organization details.
2
3 min
Configure Your Organization
Set up your company profile and preferences.
- After logging in, you'll be prompted to create your organization.
- Enter your company name and basic contact information.
- Configure your organization settings including timezone and notification preferences.
- Upload your company logo for branding across the platform.
3
2 min
Invite Team Members
Bring your team on board with role-based access.
- Navigate to Settings → Team Management.
- Click "Invite Team Member" to add users to your organization.
- Enter their email address and select their role (Team Member, Sales, Contractor or Partner).
- Invited users will receive an email with instructions to join.
4
3 min
Add Contractors
Set up your contractor workforce.
- Go to Contractors in the main navigation.
- Click "Add Contractor" to create a new contractor profile.
- Enter contractor details including name, contact info, and skills.
- Optionally assign contractors to territories for geographic organization.
- Send account invitations so contractors can access their jobs.
5
2 min
Create Customers
Add your customer database.
- Navigate to Customers in the main navigation.
- Click "Add Customer" to create a new customer record.
- Enter company or individual details as appropriate.
- Add contact information and any relevant notes.
6
3 min
Create Projects
Organize work into projects.
- Go to Projects in the main navigation.
- Click "New Project" to start a project.
- Link the project to a customer.
- Add project details including name, description, and timeline.
- Upload relevant documents like drawings, specs, or contracts.
7
3 min
Schedule Jobs
Assign and schedule work for your team.
- Within a project, click "Add Job" or go to Jobs → New Job.
- Select the customer and project for the job.
- Assign a contractor and set the scheduled date/time.
- Add job details, checklists, and any special instructions.
- Contractors will be notified of their new assignment.
8
2 min
Track Progress
Monitor your operations in real-time.
- Use the Dashboard for an overview of all active work.
- View the Schedule for a calendar view of all jobs.
- Monitor contractor status updates in real-time.
- Review completed jobs and time entries.
- Manage RFIs, submittals, and document approvals as needed.
9
5 min
Connect HubSpot (Optional)
Sync your data with HubSpot CRM.
- Navigate to Settings → HubSpot in Service IQ.
- Click "Connect with HubSpot" to authorize via OAuth.
- Toggle "Enable Two-Way Sync" to activate automatic synchronization.
- Review property mappings for Customers, Jobs, and Contractors.
- Click "Initial Sync" to push existing data to HubSpot.
You're All Set! 🎉
Congratulations on completing your ServiceIQ setup. You're ready to streamline your field service operations.