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Welcome to the SimpliServ documentation
The SimpliServ documentation is still a work in progress.
Welcome to the SimpliServ documentation
Everything you need to get started with SimpliServ lives here – guides, tutorials and API references included.
Getting started
Getting started
Basic setup and the recommended order
Document types & flow
How estimate, order, delivery note and invoice fit together
Glossary
The key terms from A to Z
Personal settings
Profile, password, language, 2FA
Basics & Security
Security
Architecture, deployment and safeguards
2FA
Set up two-factor authentication
Service registration
Embed a public registration page
CRM & Sales
Create a contact
Capture customers and contact persons
Leads & pipeline
Capture and win sales opportunities
Estimate
Build estimates and bill them
Create a proposal
Send proposals and have them accepted
Create an order
Create orders and process them
Delivery notes
Generate and print deliveries
Shop orders
Process orders from your sales channels
Order registration
Let customers register orders themselves
Customize the service form
Fields and logic of the service registration
Products & Inventory
Create a product
Master data, variants, serial numbers
Variants & families
Product families and the variant matrix
Manage inventory
Locations, stock levels, movements
Channel sync
Connect Shopify, Wix and JTL
Billing
Create an invoice
Create and send invoices
Invoice correction
Issue credit notes and corrections
Recurring invoices
Automate subscriptions and standing orders
Dunning
Set up dunning levels and runs
Payments & Mollie
Enable online payments
Point of sale (POS)
Sessions, Z-reports, Fiskaly
Digital receipt
Share receipts online via link or QR code
Vouchers
Sell single- and multi-purpose vouchers
Communication
Set up SMTP
Configure your own outgoing email
Email templates
Customize the templates for your documents
SMS & WhatsApp
Set up SMS and WhatsApp sending
Automation
Workflows
Build visual automations
Forms
Design public forms
Customer flow
Map the customer journey in stages
Productivity
Tasks & Kanban
Tasks, boards, priorities
Time tracking
Record and bill working time
Image editor
Crop, adjust and annotate images
Files & folders
Manage documents
Team & Staff
Calendar & appointments
Plan appointments and make them bookable online
Appointment requests
Review requests and turn them into appointments
Time clock
Clock in / out on a phone or tablet
Leave & sick days
Submit and approve requests
Time reports & balance
Target/actual, overtime, export
Analytics
Administration
Set up your company
Master data and base settings
Users & roles
Invite staff, RBAC, API keys
API access
API keys and OAuth for external apps
Document templates
Customize the PDF layouts for your documents
Number ranges
Configure document numbers
Custom fields
Extra fields for contacts and products
Appearance & branding
Customize logo, colors and navigation
Import & export
Move data in and out via files
Integrations
Manage connectors
Connect and monitor every interface in one place
Shopify
Connect and sync your Shopify store
Wix
Connect and sync your Wix store
JTL-Wawi
Connect JTL inventory management
WordPress plugin
Embed forms on your website
FinanzOnline
Cash register web service (AT)
DEP export (RKSV)
Export the data collection log
Help & Developers
How is this guide?