SimpliServDocs

Getting started

Onboarding checklist, an overview of document types, glossary and personal account settings

→ Open the overview in SimpliServ

The fastest way into SimpliServ – from the base setup, through how the document types work together, to your personal account settings.

Getting started

Base setup and the recommended order

Document types & flow

How proposal, order, delivery note and invoice fit together

Glossary

The key terms from A to Z

Personal settings

Profile, password, language, 2FA and notifications

How is this guide?

Home

Welcome to the SimpliServ documentation

Getting started

Getting started with SimpliServ: the Base setup card on the overview, the mandatory steps for company data and inventory, the recommended setup order and what the dashboard shows you day to day.