Welcome to HoodServe

HoodServe is an all-in-one CRM and operations platform built for service businesses — cleaning, lawn care, handyman, personal care, and more. This guide walks you through the first things to set up so you can start running your business from day one.

Your Dashboard Setup Tracker

When you first log in, your dashboard shows a Setup Tracker — a checklist of the most important things to configure. Work through it top to bottom:

  1. Business Info — your business name, logo, contact details
  2. Services — the services you offer and their prices
  3. Payment Setup — connect Stripe or PayPal to accept online payments
  4. Your Website — customize your public-facing booking website
  5. Add Your First Client — manually add a client or import existing ones
  6. Create Your First Booking — schedule a job

Navigating the Admin Panel

The left sidebar is your main navigation. Key sections:

  • Dashboard — revenue snapshot, upcoming jobs, recent activity
  • Clients — your full client list, notes, history
  • Leads — inquiries from your website before they become clients
  • Bookings — scheduled jobs, calendar view
  • Invoices — billing, payments, tips, tax reports
  • Estimates — price quotes you send to potential clients
  • Employees — team management, roles, timesheets
  • Website — edit your public site content, colors, services page
  • Settings — business info, payments, email, notifications

Your Role: Owner vs Manager

As the account owner, you have full access to everything. If you add a Manager, they can do almost everything except billing and account settings. Employees get a limited view: their schedule, responsibilities, and referrals only.

💡 Pro tip: Complete the Setup Tracker within your first 48 hours. A complete profile converts visitors into bookings much faster than a blank one.