Getting Started
Set up your account, add employees, and get running
Your First Login
How to log in and navigate ServiceVault Pro for the first time.
Adding Employees
How to create user accounts for your team.
Adding Your First Client
Create a client record to start tracking work.
Onboarding Wizard Walkthrough
A step-by-step guide to SVP's 6-step onboarding wizard for new accounts.
Importing Clients from a CSV
Upload a CSV file to bulk-import your client list into SVP.
Importing Jobs from a CSV
Bulk-import historical or existing jobs into SVP using a CSV file.
Dashboard Overview
Learn what's on your SVP dashboard and how to use it effectively.
Switching from Jobber to SVP
A complete guide to migrating your business from Jobber to Service Vault Pro.
Switching from Housecall Pro to SVP
A complete guide to migrating your business from Housecall Pro to Service Vault Pro.
Switching from ServiceTitan to SVP
A complete guide to migrating your business from ServiceTitan to Service Vault Pro.
Getting Your Crew Set Up
A practical checklist for getting your crew accounts, permissions, and devices ready before the season starts.