Step-by-step guides organized by operating workflow
Use the master list on the left to jump straight into a task, or scan the panels below by department. Each guide focuses on a real workflow your team would run inside Service Opus.
Sales and CRM
Capture demand, qualify work, create customer records, and keep follow-up moving.
Create a Lead
Learn how to capture incoming customer inquiries, set up lead sources, and assign follow-up tasks.
Convert a Lead to a Customer
Learn how to transition a qualified lead into an active customer account with contact details and site history.
Add a Customer
Learn how to create customer profiles, sites, billing preferences, and contact relationships.
Create and Send a Quote
Learn how to create itemized quotes, manage internal approvals, and send estimate links to customers.
Log a Customer Service Request
Learn how to triage incoming customer issues and convert them directly into quotes or schedulable jobs.
Track Marketing Campaign Sources
Learn how to configure attribution tokens, trace leads to growth campaigns, and audit ROI.
Jobs and Field Work
Create jobs, dispatch crews, complete field work, and manage recurring service.
Add a Job for a Customer
Learn how to create work orders with defined scope, line items, scheduled appointments, and crew assignments.
Schedule and Dispatch a Job
Learn how to drag-and-drop appointments on the dispatcher board, optimize technician routes, and send notifications.
Complete a Job in the Field
Learn the technician field workflow: view routes, update task statuses, capture checklist evidence, and collect signatures.
Use the Mobile App Offline
Learn how to view job details, update operational records, and cache changes without active cellular connections.
Set Up a Recurring Service Agreement
Learn how to draft maintenance contracts, schedule automated recurring appointments, and link customer equipment.
Complete a Job Closeout Checklist
Learn how to execute mandatory safety inspections, compile field closeout lists, and audit completion evidence.
Submit and Approve Timesheets
Learn how technicians clock in/out of jobs, review timesheets, and dispatch managers approve records for payroll.
Operations
Coordinate documents, messages, templates, notifications, inventory, and office tasks.
Manage Warehouse Stock and Transfers
Learn how to monitor inventory levels, transfer stock between trucks/warehouses, and issue purchase orders.
Attach Photos and Files to a Job
Learn how to capture before/after field photos, upload site files, and tag documentation directly under jobs.
Send a Message to a Customer
Learn how to send SMS arrival alerts, email job updates, and archive thread history automatically.
Create a Quote or Invoice Template
Learn how to configure pre-built item groups, standard terms, and default email/SMS body templates.
Configure Automated Job Notifications
Learn how to wire automatic alerts for quote approvals, dispatcher changes, and payment completions.
Assign a Follow-up Task
Learn how to set task due dates, assign office responsibilities, and link to customer/job contexts.
Billing and Finance
Generate invoices, collect payments, connect accounting, and enable booking flows.
Generate an Invoice for a Job
Learn how to convert completed field work into final or progress invoices and send payment links.
Collect a Payment
Learn how to capture customer credit cards, record cash/checks, and issue payment receipts.
Configure QuickBooks/Xero Integration
Learn how to authorize sync credentials, map ledger charts, and push transactions automatically.
Enable Customer Self-Service Booking
Learn how to publish booking portals, manage availability constraints, and approve self-scheduled requests.
Visibility and Controls
Tune dashboards and reports so owners can see performance without chasing updates.
Team and Governance
Manage employees, credentials, audit history, and operating settings with control.
Add a New Employee and Assign Roles
Learn how to register office staff and field technicians, configure permission keys, and assign dispatcher regions.
Track Safety Certifications and Licenses
Learn how to input regulatory credentials, configure expiration alerts, and link safety evidence.
Review Audit Logs for Financial Changes
Learn how to filter administrative history and trace quote, invoice, or payment record modifications.
Configure Tax Rates and Payment Terms
Learn how to define default regional taxes, set net payment deadlines, and apply late fees.