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Managing Visit Routes
Learn how to plan and organize your team’s visits efficiently with SolvGo. Use custom orders, suggested routes, or dashboard defaults to optimize travel and save time.
Tracking Work Hours with Timesheets
Learn how to track your own and your team’s work hours in SolvGo. Use the mobile app to clock in/out, track visit time, and monitor productivity from the dashboard.
Managing Your Team and Permissions
Learn how to manage your team in SolvGo by assigning roles and controlling permissions. Customize access levels and invite team members securely based on your subscription plan.
Using the Scheduler (Calendar)
Learn how to manage and organize your visits in SolvGo using the Calendar. View visits by month, week, day, Kanban, or map, and use color-coding to stay organized.
Managing Client Requests
Learn how to track and manage all client requests in SolvGo. Create requests from lead forms, the Client Hub, or manually, assign team members, schedule visits, and convert requests into quotes or projects.
Creating and Managing Quotes
Learn how to create professional quotes in SolvGo. Add clients, properties, line items, discounts, and send quotes by email or SMS. Convert quotes into projects or invoices and even collect digital signatures.
Setting Up SolvGo Payments
Connect your Stripe account to SolvGo to accept payments directly from clients. Securely link your business account and start receiving payments online for quotes and invoices.
Creating and Managing Projects
Learn how to create projects in SolvGo, assign clients and properties, schedule visits, add line items and discounts, and manage your team efficiently. Keep projects organized and on track from start to finish.
Sending “On My Way” Messages
Quickly notify clients when you’re on your way using SolvGo’s mobile app. Send professional SMS updates with your estimated arrival time to keep clients informed.
Creating and Managing Invoices
Learn how to create professional invoices in SolvGo. Add clients, properties, line items, discounts, and send invoices by email or SMS for fast online payments.
Importing and Exporting Clients
Learn how to import client lists into SolvGo and export your existing clients. Keep your contacts organized, backed up, and ready for communication or transfer to other systems.
Getting Started with SolvGo
Set up your SolvGo account by configuring your company details, currency, address, and tax information. Complete these steps to ensure your quotes and invoices are accurate and professional.
Creating Forms & Collecting Leads
Learn how to create customizable forms in SolvGo to collect leads for your business. Share your form via link or embed it on your website, and automatically convert submissions into requests.
Tracking Business Expenses
Learn how to track and manage business expenses in SolvGo. Organize expenses with accounting codes, monitor reimbursements, and keep full visibility over your team’s spending.
Managing Clients
Learn how to create and manage clients in SolvGo. Keep all client information organized in one place, including contact details, properties, and communication preferences.
Understanding the Client Hub
Learn how your clients use the Client Hub to manage requests, quotes, invoices, and appointments in one place. The Client Hub gives clients full visibility and control over their interactions with your business.
Using SolvGo Messaging
Learn how to communicate efficiently with clients using SolvGo’s Messagerie. Keep all conversations, quotes, invoices, and requests organized in one place with a complete history.
Collecting and Managing Google Reviews
Connect your Google Business Profile to SolvGo and automatically request reviews from clients. Build trust, improve your online reputation, and monitor performance from one place.