Documentation
Welcome to Servelo
Servelo is a multi-tenant field service management platform. This documentation covers configuration, features, and integration options for operators and administrators.
What is Servelo?
Servelo is built for field service businesses: IT support, home services, and similar operations that need to track client work, manage technicians, send quotes, and communicate with customers. Each business runs as its own isolated tenant with its own data, branding, and settings.
Core concepts
| Concept | Description |
|---|---|
| Tenant | An isolated organization on Servelo. Each tenant has its own database schema, subdomain, settings, and users. |
| Ticket | A service request or job. Tickets belong to a client, can have comments, photos, quotes, and a charge. |
| Client | A customer of the tenant. Can have a portal account to view and reply on their tickets. |
| Portal | A white-labeled customer-facing site at {slug}.serveloapp.com/portal/{slug} or a custom domain. |
| Quote | A line-item estimate sent to a client. Can be accepted, declined, or signed. |
How tenants are accessed
Each tenant is identified by a slug (e.g. acme). The app is served at:
- Admin app:
acme.serveloapp.com - Customer portal:
serveloapp.com/portal/acmeor a custom domain - Inbound email:
acme@serveloapp.com
This documentation is for Servelo administrators and operators. For end-user help, direct clients to the customer portal.
Quick navigation
- Email Integration: how inbound email, reply-by-email, and ticket creation from email works
- Customer Portal: magic link access, custom domains, portal settings
- Settings: full reference for every configurable setting
- API Reference: endpoints for building integrations