Getting Started

Welcome to Service Buddy. This section walks you through everything you need to get your flooring store running on the platform — from your very first login to sending your first invoice. It works whether you sell carpet, hardwood, LVP, laminate, tile, vinyl, area rugs, or a mix.

If you’re brand new, follow the articles in order — each one builds on the last.

Articles in this section

• What is Service Buddy? — a quick tour of what the platform does and who it’s for.
• Set up your account — your profile, business info, branding, date format, and tax rates.
• Invite your team — add employees, send invites, and assign roles.
• Your first job walkthrough — create a client, schedule a job, invoice, and get paid.
• Navigating the dashboard — learn where everything lives in the app.
• Flooring & Service Buddy glossary — quick definitions for flooring terms and Service Buddy product terms.

Tip

New to Service Buddy? Start with What is Service Buddy? to get oriented, then jump into the account setup article.

Common questions

How long does it take to set up Service Buddy?

Most stores are running their first quote and invoice within an hour. Account setup, branding, and tax rates take 10–15 minutes; inviting a small team takes another 5–10; the first job walkthrough is about 15. Bigger retailers with hundreds of clients to import or complex commission plans take longer to fully roll out.

What’s the right order to set things up?

What is Service Buddy? → Set up your account (profile + tax rates) → Invite your team → Your first job walkthrough. Setting tax rates up front saves you from re-doing quotes later. Inviting the team before the first real job means everyone has access from day one.

Is Service Buddy a good fit for a single-store flooring retailer?

Yes — single-store is the most common setup. Multi-location features are there if you open a second showroom, but everything works the same for one store with no extra setup.

Does Service Buddy work for hardwood, LVP, tile, and laminate retailers — not just carpet?

Yes. Service Buddy is built for every kind of flooring store. Your Inventory handles soft goods (carpet by the square yard, padding, runners) and hard goods (hardwood, LVP, laminate, tile by the carton, box, or square foot). Quotes, jobs, purchase orders, and inventory work the same way no matter what you sell.

Can I try Service Buddy before committing?

Yes — most retailers start on a trial or demo before signing up. Contact Service Buddy to set one up.