Your workspace is your agency's own copy of ServeDeck: your clients, your services, your team and your settings, kept apart from everyone else's.
- Choose Start free and sign up with your work email.
- Name your workspace after your agency. The workspace handle in its address is fixed once set; contact support if you ever need it changed.
- Sign in. You land on the Dashboard, which shows what was collected this month, recurring revenue, what is outstanding and your open orders.
Finding your way around
- Operations: Orders and Tickets, where the daily work happens.
- Billing: Invoices and Subscriptions.
- Setup: Services, Coupons and Forms, which decide what clients can buy.
- Press ⌘K (or Ctrl K) anywhere to search clients, orders, invoices and tickets.
Next, brand your portal so clients see your name from the first sign-in.