Frequently asked questions

Yes. Every account starts on the free plan, which covers up to 15 completed visits per month at no cost. Scheduling, quoting, invoicing, and customer texting all work on the free plan. It's a real working plan, not a trial that expires.

Your visit counter in the top bar shows where you are (for example, "12 of 15"). When you're ready for more, upgrade to the paid plan from Plan & billing, where there's an Upgrade button right on the counter. Upgrading lifts the cap; your data and settings carry over unchanged.

Open Plan & billing for your business (the Upgrade button on the visit counter takes you straight there) and start checkout. Billing is handled securely by Stripe, and you can manage or cancel your plan from the same page at any time.

No. ServiceHelpHQ runs in any modern browser. You can also install it as an app on your phone or computer for one-tap access. Look for the Install option.

Create a visit, pick the customer and service, and place it on the calendar. Assign it to a crew member, or let auto-scheduling suggest a slot that fits your team's availability and the job's location.

Yes: weekly, biweekly, monthly, or a custom cadence. Recurring visits generate automatically so you don't re-enter them. See Schedule a recurring visit.

Yes. Auto-scheduling considers travel between job locations so the day's route is realistic, not just back-to-back on the clock.

Share your request-a-quote link. Customers describe the job and their address, and the request lands in your queue to price and send back. Depending on the service, simple jobs can book directly while others come in as a quote request.

Yes. Quotes support optional line items the customer can accept or decline, so you can offer extras without rebuilding the quote.

Yes. With Stripe connected, you can send a pay link on any invoice and the customer pays by card online. Payments are recorded against the invoice automatically. See Take a card payment.

Recurring work can generate invoices on a schedule, and you can send payment reminders automatically so you're not chasing every one by hand.

Stripe. Card details are handled by Stripe and are never stored on our servers.

Yes. ServiceHelpHQ sends appointment confirmations, "on my way" messages, and reminders, and you can message customers directly. Automatic reminders cut down on no-shows.

Yes. Reminders and confirmations are built in, and you control which notifications go out.

Yes. Invite crew members and each gets their own sign-in scoped to their work (their schedule, job details, and check-in) without seeing billing or company-wide settings. See Invite a technician.

Yes. Crew can check in and out with a geo-stamp at the job, so you can see who's on site.

The free plan is free for up to 15 visits a month. The paid plan lifts that cap. See Plan & billing for current pricing. You can change or cancel anytime.

Yes. You can import customers from a spreadsheet (including exports from tools like Jobber or QuickBooks), and the importer maps your columns for you. See Import your customers.

Yes. Your customer and job data is yours. You can export it, and you can cancel anytime.