Service Buddy Help Center
How can we help you today?
Guides, tutorials, and answers for flooring stores, retailers, and showrooms using Service Buddy — covering clients, quotes, jobs, invoices, payments, inventory, purchase orders, and team management.
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Getting Started
Set up your Service Buddy account and learn the basics.
Clients & Leads
Manage client records, import contacts, and track leads.
Quotes
Create quotes, send digital proposals, and collect deposits at approval.
Jobs & Work
Create job orders, define scope of work, and schedule tasks.
Invoices & Payments
Generate invoices, accept online payments, and handle refunds.
Inventory & Purchasing
Track inventory, create purchase orders, and manage vendors.
Team Management
Add employees, assign roles, and set up commission plans.
Customization
Custom fields, labels, locations, and internal notes.
Communication
Send messages to clients and collect reviews.
Reports & Analytics
View reports, export data, and build dashboards.
Integrations
Connect email, calendars, and payment gateways.
Troubleshooting
Fix common issues and contact support.
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