ServKit1. Set up your company profile
After signing up you get a 7-day free trial — no card needed. Start by completing your company profile, because it appears on every email and invoice you send.
- Open Company profile from the sidebar and fill in your business name, address, phone and email.
- Upload your logo — it shows on invoices and customer emails, and you can download it again any time.
- Add your payment instructions (bank details) so customers know how to pay you.
2. Add your engineers
Engineers are the people you send on jobs. Each one needs a name, email and phone number so they can receive their job assignments by email.
- On Company profile, use the engineers section to add each engineer.
- Use the Edit button to update an engineer's name, email or phone number at any time.
- When you assign a job, the engineer receives an email with the full job details.
3. Book a job
Every customer call becomes a booking. The job reference is created automatically from the customer's postcode and the date, so every job is easy to find later.
- Go to Bookings and choose New booking.
- Enter the customer's details, appliance make and model, and the problem description.
- Pick a date and a time window — Morning (8:00am–1:30pm) or Evening (1:30pm–8:00pm).
- Set a call-out fee if you charge one; it is automatically included in the invoice labour line.
- Send the customer a confirmation email with the booking details straight from the booking.
4. Schedule and manage jobs
The Bookings list is your job ledger: filter by status, sort, export to CSV and update many jobs at once.
- Assign an engineer to a job — they are emailed the full job details immediately.
- Use Schedule & status to plan visits and send job details to the engineer again if needed.
- If a job needs a follow-up visit (for example, waiting on a part), create a revisit — it carries over all the job details and links back to the original booking.
- Every email sent about a booking is recorded in its notification history, and you can resend from there.
5. File the job report
When the visit is done, record what happened so you have a complete history for every customer.
- Record the appliance make and model, work performed and engineer notes.
- Upload photos of the damage area before work and of the completed work after.
- Choose the outcome: Completed, Cancelled, BER, Rescheduled or Part required.
- Add parts used and labour cost — the report total is calculated for you.
- Edit or delete a report, and email it to the customer, from the report page.
- All of a customer's reports — including revisits — are grouped together on the Job reports page.
6. Invoice and get paid
Completing a job generates an invoice automatically, with the call-out fee already rolled into the labour line.
- The invoice shows your logo, business details and the customer's name, address and contact details.
- Send the customer a downloadable PDF invoice by email from the invoice page.
- Add a Pay now button so customers can pay online by card — paid invoices are marked automatically.
- Edit invoice details, mark an invoice as paid, or delete it, from the invoice page.
7. Your subscription
Your first 7 days are free. After the trial, ServKit is £30 per month, billed securely by card.
- The sidebar always shows how many trial days you have left or your subscription status.
- Subscribe from the banner when your trial ends — payment takes a minute.
- Manage or cancel your subscription any time from the Manage subscription link — you keep access until the end of the paid period.
8. Emails your customers receive
ServKit sends professional, branded emails on your behalf — replies go straight to your business email.
- Booking received and appointment scheduled confirmations, including the fault description and call-out fee.
- Engineer assignment and revisit emails to your engineers.
- Job completed reports and invoices with a secure download and payment link.
- Everything sent is logged against the booking so you always know what went out and when.
Need a hand?
If anything is unclear, get in touch and we will help you get set up.