ServiceHub Documentation
Learn how to run your service business with LeadDuo ServiceHub. From booking, quotes, jobs, and subscriptions to Proof Pack, VPE, customer portal, notifications, reporting, and AI Front Desk, the full operating workflow is covered here.
π Quick Start
To get started with ServiceHub, complete these 3 steps:
- 1Set up your business info and hours
- 2Add your services and staff
- 3Publish your booking page, enable Proof Pack and subscriptions where relevant, and start accepting customers
Recommended Launch Path
If you are setting up this week, follow this order to get live fast without missing the core workflow.
- 1Set business hours, service area, and payment processor first
- 2Add 1 to 3 core services and the staff customers can actually book
- 3Publish your booking page or widget so leads can convert immediately
- 4Turn on recurring billing and subscription plans if you sell repeat service
- 5Enable Proof Pack so completed jobs produce a client-facing record from day one
- 6Send your first quote or take your first booking, then refine from real usage
Business Setup
Configure your business info, hours, and timezone
Services
Define services, pricing models, intake fields, and recurring reminders
Staff Management
Set team profiles, roles, availability, service assignment, and customer-facing ETA updates
Stores Setup
Configure operating locations, hours, and service coverage
Booking Page
Customize your booking page and embed options
Managing Leads
LeadInbox, lead status, and follow-ups
Invoices & Payments
Create invoices and collect payments
Recurring Billing & Subscriptions
Set up recurring billing, manage pause/cancel/resume, and track performance
Jobs & Deposits
Create jobs, collect deposits, track progress
Proof Pack
Client-facing visit records with checklist completion, timestamps, photos, and controlled delivery
Visual Proof Engine (VPE)
Checklist execution, evidence rules, QC, and manager review behind Proof Pack
Quotes
Create, send, and track quotes
AI Front Desk
AI receptionist, auto-responses, and smart replies
AI Agents
How Concierge, Scheduling, Billing, Ops, and Reputation agents automate your workflow
AutoFollow: Quote Follow-Ups
Automated 5-email sequence that follows up on quotes to improve approval rates
Reviews & Reputation
Collect reviews, manage approval, and embed on your website
Customer Portal
Appointments, invoices, subscriptions, contracts, and recent Proof Packs in a client-facing portal
Notifications & Communication
Customer SMS, email alerts, reminders, staff notifications, and automated workflow messaging
Reporting & Analytics
Operational metrics, contract health, proof coverage, and review analytics