Account & Billing

Complete your account profile

Use the completeness meter to finish your public profile, and switch trades without leaving stray services behind.

Edit your business profile details

Update your company's registration and contact details without affecting your saved business address.

See job, vehicle and invoice statuses in Spanish

With your language set to Español, job outcomes, Live vehicle statuses and invoice aging statuses now show in Spanish.

See Live tracking, vehicle history and Trades in Spanish

With your language set to Español, the Live vehicle card, vehicle history and Settings › Trades now show in Spanish.

Set your brand colors and upload your logo

Add your logo and brand colors so they appear correctly on customer-facing documents.

Set your measurement units, date and time format

Choose how units, dates and times display for your organization on the Regional tab.

Settings > Account opens cleanly on a brand-new account

A newly created account with no office location set now opens the Account settings page without showing an error.

Update your profile

Edit your Servinix organization profile—name, SIC code, business type, contractor license, contact info, address, units, and time zone—in Settings.

Configure branding and visual identity

How to upload your logo, set primary and secondary brand colors, and save branding from Settings → Account & Branding → Identity & Visuals.

Change language and date/time format

Update your Servinix language, date format, time format, and units preferences from your account settings so the portal matches your region.

Reset your password

Request a password reset email and set a new password for your Servinix account, including how to handle expired reset links and locked accounts.

Manage multi-factor authentication

Enroll in or remove multi-factor authentication for your Servinix login, including authenticator app setup and recovery options for lost devices.

Deactivate a user

Remove a user's access while keeping their record, and find deactivated users again later.

Invite a team member

Add a new technician, dispatcher, or admin to your Servinix account from Settings → Users, including role assignment and the invitation email flow.

Read the roles access matrix

See what each role can access, including roles whose access would otherwise be hidden.

Rename and save a team

You can now rename an existing team and save it without hitting a break-rule error.

Reorganize vehicle groups more reliably in Settings

Moving a group out of another group now actually moves it, and deleting a group that holds a vehicle behaves the way the confirmation describes.

See which vehicle each technician drives on the Users page

The Users page now shows the vehicle assigned to each technician instead of always reading “No vehicle.”

The Users, Workforce and Roles pages are now fully in Spanish

With your language set to Español, the Users, Workforce and Roles pages now show Spanish button names, filters, group search and tooltips.

Understand Admin user type messages in Settings › People

Settings › People now explains clearly when you can't deactivate the last admin or pick Admin as a user type.

Configure roles and permissions

Create custom roles and set granular permissions in Servinix from Settings → Roles, including role search, the Add Role flow, and CSV export of role data.

Manage users in Settings

View all Servinix users, filter by role, edit role assignments, and control portal and mobile app access from the Settings → Users page.

Subscription plans overview

The available Servinix subscription plans, what features are included in each tier, how to compare them, and where to view your current plan.

Connect and configure Stripe payments

How to connect Stripe using the Connect action, complete the Stripe onboarding flow, and manage payment methods from Settings → Payments.

Update your payment method

Change the credit card or payment method on file for your Servinix subscription, including how to update billing address and resolve declined cards.

Cancel or downgrade your subscription

Cancel your Servinix subscription or move to a lower-tier plan, including the effective date, data retention rules, and what happens to user access.

Can't sign in

Troubleshoot Servinix login failures including wrong password, locked accounts, expired MFA codes, and multi-tenant account selection issues.

Password reset and estimate approval links now open correctly

Emailed password-reset and estimate-approval links now open the page they're meant to instead of showing an expired-link error.

Modules missing after login

What to do when GPS Tracking or AI Receptionist tabs are missing after signing in to Servinix, including module activation, role permissions, and cache refresh.