Help Centre - Your Complete Guide

• Create and manage multiple businesses within single app
• Store customer, vendor, and worker information
• Create and send quotations to customers
• Generate work orders (WO) for your team
• Make invoices and track payments
• Keep a list of your materials and services with prices
• Maintain purchase order records along with all pricing and payment details
• Keep the log of mileage (distance travelled) along with address details for expense claim
• Store all expense related information and categories it
• Extract sales and expenses records for tax filing purpose
• With the help of dashboard get quick glance of how your business is performing

Servino-S is more than a quotation and invoicing app. It provides a complete set of tools designed to support small businesses. If you manage multiple businesses, you can run them all from one app with a single sign-in and one subscription plan, making it simple and efficient.

To get the most value from the app:

• Set up your master data (items and business partners) at the start so you can reuse them whenever needed.
• Follow the recommended workflow: Quotation → Work Order (if required) → Invoice.
• Monitor outstanding invoice payments to stay on top of cash flow.
• Record all expenses, including car mileage, supplier invoices, and other miscellaneous costs, to maintain control over spending and maximize profit.
• Use the dashboard to get a quick overview of your business performance.
• Download reports for taxation and compliance purposes, allowing you to access all required information instantly and focus more time on running your business.

Servino-S keeps your business unstoppable, even offline! Effortlessly create customers, services, materials, workers, suppliers, and vital quotations right in the field—no internet needed. Plus, access all your saved master data and sales documents (quotes, work orders, & invoices) on your device, so you never miss a single opportunity, no matter where you are.

Master data is the basic information you use repeatedly in your business. Think of it as your contact book and product catalogue combined. Once you add customers, materials, or services, you can use them again and again when creating quotations and invoices.

Four types of master data in this app covered under two main headings:

Partners - Individuals or other businesses with whom business is executed.

• Customers - People or companies who buy from you
• Vendors - Suppliers you purchase from
• Workers - Your team members who complete work orders

Items - Products you sell or services you provide

• Materials - Actual materials which can be stored, sold or used during the service delivery like - paint, 2mm wire, fuse etc.
• Services - These are services which you provide like - consultancy, painting, electrical wiring, landscaping etc.

Easy way to differentiate between services and materials is materials can be stocked, services cannot be stocked.

Notes are repetitive instructions which needs to printed on EVERY outgoing documents like quotation, work order, and invoice. Once you maintain those in business profile you do not need to worry if you have sent them on pdf files shared with customer or your team.

Four types of notes are there:

• Quotation Note: this is the note which will be printed on quotation pdf which you will share with customer. It could be something like 'Invoiced amount may be different based on the actual work done.'
• Job Note: this is the instruction/ information for your team with whom you will share the work order. For e.g. 'Call customer at least 1Hr before you reach on the site.'
• Invoice Note: this is the note which is printed on the invoice shared with customer. Example of this could be - 'Thanks for choosing us, we hope to provide you service again.'
• Payment Note: this note also printed on invoice but it shall be about how you want to get payment- like bank details, payment link etc.

Yes, you can create any of those documents as it suits you. Servino-S application is designed in such a way that it tries to cater to all different requirements. But if you want to have relation between these documents for tracking purpose then you shall create quotation then work order and then invoice. If you just want quotation and invoices to be created then we strongly recommend to create invoice from quotation so you know which quotation is linked to which invoice.

Yes, you can know that as Servino-S application tracks that, from List view or from the edit view of invoice as well as quotation. This to work properly, whenever you are creating invoice for any quotation (or for that matter work order) you create it from the "Edit quotation" screen using "+" button at bottom of the screen, so these documents are linked.

[Note: if you create invoice and quotation separately, these two documents are not linked together.]

Generally you would like to send Quotation and Invoice to the customer, while work order to your team member so they know what work needs to carried out. To do that open the respective document from list view and scroll to the bottom of the screen and click on share button which will provide you various options to share the document via email, WhatsApp or any other way which suits to your needs.

The status field in quotations, invoices, and work orders helps you track where each document is in its lifecycle and what actions need to be taken next. This gives you real-time visibility into your entire business pipeline—you can see which quotations are waiting for customer approval, which invoices are overdue, and which work orders are in progress.

Each document—quotation, invoice, and work order—has unique status values reflecting its specific purpose and lifecycle.

Quotation Status

• Created: You are still working on it; not yet sent to the customer.
• Sent: Delivered to the customer; awaiting their response.
• Approved: Customer has agreed to the terms and pricing.
• Rejected: Customer declined the offer.
• WO/ Invoice Created: Already converted into a work order, invoice, or both.
• Closed: Lifecycle complete. It cannot be edited or used to create new documents.
• Deleted: Marked as deleted. These do not appear in reports or dashboards.

Work Order Status

• Planning: Created but work hasn't started or been assigned.
• Pending Approval: Waiting for internal or customer approval.
• Approved: Authorized to start the work.
• WIP (Work In Progress): The job is currently being performed.
• Awaiting Parts: Paused because materials are currently unavailable.
• On Hold: Temporarily stopped for other reasons.
• Completed: Work is finished.
• Reopened: Opened again specifically for rework.
• Closed: Stopped for unforeseen reasons (still included in reports).
• Cancelled: The job was called off entirely.
• Rejected: The work order was officially rejected.
• Deleted: Removed from active records; not considered in reports.

Invoice Status

A quotation is a document that tells a customer how much your products or services will cost. It's like giving them a price estimate before they decide to buy.