How to start working with Serwico

Serwico is a system for managing service orders and the work of service technicians. In this post, we will describe how to get started using it in a few simple steps.

Step 1: Create an account

To create an account with Serwico, you don’t need to pay or provide your credit card information. All you have to do is provide your email address and password. Once you create an account, you’ll get access to all system features for 30 days for free.

See for yourself. You can try Serwico for free at any time by creating a trial account:

Step 2: Invite users

In Serwico, you can work with other users who have different roles in the system. 

  • Coordinator: the person who creates and manages orders and assigns them to service technicians.
  • Service technician: a person who executes orders, documents their progress and generates electronic protocols for customers.
  • Customer: the person who submits new orders and checks their status.

Those who are invited will receive an email from the system with a link to register and activate their account.

Step 3: Create a database of customers and facilities

A customer list is a collection of basic information about customers, contacts and facilities in one place. You can easily find orders, equipment and documents related to a customer or object. You can either enter the database of clients and their objects manually or import it from an excel file.

Step 4: Customize the system to your needs

You can easily customize Serwico to meet the needs of your organization. To customize your workflow, you can set up your own order types, priorities and statuses. You can personalize the protocols issued to orders and what notifications users receive. You can also define your own calendar of days off.

To better describe service orders, you can add the devices that are being serviced.

Step 5: Create orders and track their progress

In Serwico, you can add new orders by entering basic information about them, such as name, description, deadline and location. You can also assign an order to a specific customer and service technician, or leave it for later scheduling.

To create a new order, click the “New Order” button at the top of the screen. Fill out the form with details of the customer, facility, equipment, type, priority and status of the order. You can also add a description of the problem, attach photos or documents, and select an order contractor. Once the order is created, you can edit it, change the status, add comments or notes, and generate service protocols.

In Serwico, you can track the progress of orders in real time. You can check the status of the order, communicate with the service technician or customer, and add attachments or notes. When the order is completed, you can generate an electronic report to be sent to the customer.

Serwico is a simple and convenient way to manage service orders. Check it out for yourself and sign up for an account today!

Paweł Dobosz

Pawel Dobosz, is a professional with over 16 years of experience. He has a wealth of knowledge and skills necessary to effectively manage a team. He specializes in CCTV, IDS systems and computer networks. With his in-depth technical knowledge and excellent communication skills, he effectively coordinates and solves customer problems.