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FAQs

Last updated January 16, 2026

What is ServiceHelper.ai?

ServiceHelper.ai is a mobile app built for service professionals to help you stay connected to customers, stay organized, and win more repeat business — all in one place.

Who is ServiceHelper.ai for?

ServiceHelper.ai is designed for service professionals in the trades, home services, beauty, wellness, and other service-based businesses that manage customers, jobs, and follow-ups.

Where can I download ServiceHelper.ai?

You can download ServiceHelper.ai in the Apple App Store or Google Play Store. Just search “ServiceHelper.ai”.

How do I create an account?

Tap “Sign Up” and follow the steps to enter and verify your email and phone number. Once verified, you’ll continue into onboarding.

How long does onboarding take?

Most users can complete onboarding in just a few minutes.

Why does ServiceHelper.ai ask what service I provide?

We use your service type to personalize your setup, messaging, and workflows so the app fits your business from day one.

Why should I connect my email?

Connecting your email helps ServiceHelper.ai draft and send professional customer outreach and follow-ups faster — without you having to write every message from scratch.

Why should I connect my calendar?

Connecting your calendar helps you stay organized and avoid sending outreach to customers you’re already working with, while keeping your schedule visible inside the app.

Is it safe to connect my email and calendar?

ServiceHelper.ai only requests access to support key features like messaging and scheduling. You’ll be guided through the connection process so you understand what you’re enabling.

Do I need QuickBooks to use ServiceHelper.ai?

No. QuickBooks is optional. You can also import contacts from your phone or add customers manually.

How do I add customer contacts?

After setup, ServiceHelper.ai will guide you to add contacts by importing from QuickBooks, importing from your phone, or entering customers manually.

Why do I need to add contacts?

Adding contacts unlocks the core experience — messaging, job tracking, opportunities, and automated outreach are all tied to your customer list.

How do I send my first outreach message?

ServiceHelper.ai will generate a pre-written customer outreach email for you. You can review it, edit it if needed, approve it, and send it.

Can I edit AI-written messages before sending?

Yes. You’re always in control — you can edit any message before approving or sending it.

What is the task list?

The task list shows future scheduled messages that ServiceHelper.ai recommends. You can approve or edit them before they send.

What’s the difference between a booked job and an opportunity?

A booked job is confirmed work you’ve scheduled. An opportunity is potential work you’re still trying to win, like a lead or quote request.

Why should I add preexisting jobs or opportunities?

Adding current jobs and opportunities helps ServiceHelper.ai avoid sending reminders or offers to customers you’re already working with or actively quoting.

How do I add a new booked job?

Tap the “+” button, select “Booked Job,” choose the customer, enter job details, and tap “Next” to save.

How do I add a new opportunity?

Tap the “+” button, select “Opportunity,” choose the customer, enter opportunity details, and tap “Next” to save.

What does “Map This Day” do?

“Map This Day” shows a map view of your scheduled jobs for the day and can link out to your phone’s map app for directions.

How does ServiceHelper.ai help me win repeat business?

ServiceHelper.ai helps you follow up consistently, stay top-of-mind with past customers, and send professional outreach faster — so you can drive more repeat work with less effort.