Business Settings

If you have invoices on other platforms, you can import them into Service Wiz. At the moment we currently support the following platforms:

• Stripe

If you would like to suggest a new platform to import invoices from, please contact us at info@servicewiz.net

Click the Retrieve Invoices button. Your invoices will then be displayed for importing, just check the box next to the invoices you want to import, or click the Check All checkbox. Then click the Import Selected Invoices button.

Service Wiz allows you to generate QR Codes to use in your marketing. To add a QR Code, click on the Account Settings button on the left navigation or you can also click on the gear icon at the top of the site. Click on the QR Codes tab, then click the Add QR Code button.

Enter the desired website address and click Save.

Your QR Codes will be displayed here along with the number of clicks received.

You can click the QR Code image for a larger preview.

Coming Soon!

At this time, we will facilitate the setting up of all customer custom websites. The settings are available for you to update from the Website tab under Account Settings.

If you are using our online payment tool, you will need to setup your payment setting. At this time we support the following payment systems:

• Stripe

If you would like to suggest a new payment system, please contact us at info@servicewiz.net

Stripe Payment Settings

Stripe is a very popular and secure payment gateway. If you are interested in using our online payment tool, complete the payment settings form. Complete instructions are on the page.

We use Google reviews as a marketing tool to help promote your business. Please complete the information below in order to implement your Google reviews.

To update your Google settings click on the Account Settings button on the left navigation or you can also click on the gear icon at the top of the site. Then click the Google tab.

Google Review Link

This link is used to allow your customers to submit a Google Review. This is a great tool for helping build your business.

There are complete instruction on how to find your Google Review link on the page.

Google Place ID

This is used to get data as displayed on Google when your site is displayed in a search result. It is also used to display your Google Reviews on your website.

There are complete instruction on how to find your Google Place ID on the page.

To create or edit your forms click on the Account Settings button on the left navigation or you can also click on the gear icon at the top of the site. Then click the Forms tab.

To update your services click on the Account Settings button on the left navigation or you can also click on the gear icon at the top of the site. Then click the Services Provided tab.

To add a new service click the + Add Service Type link. Enter the service name and click Save Changes.

If you want to remove a service, click the X next to the service name.

From the Account setting home page you can update your business settings.

To update your business settings click on the Account Settings button on the left navigation or you can also click on the gear icon at the top of the site.

Company Address

You can update your company address by typing in the address. Service Wiz will lookup the address and attempt to autocomplete it. If you see your address in the dropdown, click it to fill in the rest of your address.

Company Logo

You can upload your company logo.

Sales Tax

Enter you state sales tax amount. You can either enter as 7 or .07 for 7 percent.

Hourly Labor Rate

Enter you business’s hourly labor rate. This will be used in your quotes, work orders and iinvoices when entering labor charges.

Time zone

Select your time zone. This is used to determine the times for appointments.

Hours of Operation

Enter your business’s hours of operation. This will be used for displaying available time slots for appointment scheduling and displayed on your business website.

Accept Online Payments

This will determine if links for online payments are displayed on invoices and your website.