Getting Started
My company
First things first! Personalize your Service Folder account with your company information. Learn more: Add Branch Add Sales Executive Add Sales Area Add New Currency
Learning Basics
Learn few basics for you to move around the application with ease. Add new product Importing products How to see the status of jobs Team Calendar Add contracts How to create asset Create a new sales invoice Bulk payment against multiple invoices Add ...
Lead Management
Learn how to create a new lead and convert them to customers. How to create a new lead? Importing Leads How to Convert lead to customer?
Schedule a job and create invoice
Now that you have created your customer, start to schedule an appointment for a job and prepare an invoice for it. Create a new job Create sales invoice for the job
Customer Management
Know more on how to set up your customers and import all your existing customers to this application. Add customer Import customer list
Staff Management
Learn how to create your users and assign permissions for them. Add users Add Sales executives
How to login
To login to your account, you should have already registered your details on the ServiceFolder website. Once done, login can be done in two ways: through web app or through the mobile app. Login through web app: To login to your account through the ...