Prepare the workspace
- Create the business account
- Add employees and roles
- Choose services and modules
- Add or import customers and sites
Start with the task you need to finish.
These paths cover the most common setup, office, field, customer, and account workflows.
Plan and manage work
- Capture a service request
- Create a quote or job
- Schedule and assign visits
- Review completion and billing
Complete a service visit
- Open Today’s route
- Start the assigned visit
- Scan, document, and complete
- Check pending and failed sync
Use the customer experience
- Request service
- Approve a quote
- Review a report or invoice
- Use the secure portal link
Need account-specific help?
Keep support connected to the correct workspace.
Sign in and use SelaroDesk Messages, or contact us for onboarding and sales questions.