# Servinix

> Servinix knowledge base — Field Service Management, GPS Tracking, and AI CSR.

## Docs

- [Change language and date/time format](https://helpdocs.servinix.com/account-billing/account-and-profile/change-language-and-date-format.md): Update your Servinix language, date format, time format, and units preferences from your account settings so the portal matches your region.
- [Configure branding and visual identity](https://helpdocs.servinix.com/account-billing/account-and-profile/configure-branding.md): How to upload your logo, set primary and secondary brand colors, and save branding from Settings → Account & Branding → Identity & Visuals.
- [Manage multi-factor authentication](https://helpdocs.servinix.com/account-billing/account-and-profile/manage-mfa.md): Enroll in or remove multi-factor authentication for your Servinix login, including authenticator app setup and recovery options for lost devices.
- [Reset your password](https://helpdocs.servinix.com/account-billing/account-and-profile/reset-your-password.md): Request a password reset email and set a new password for your Servinix account, including how to handle expired reset links and locked accounts.
- [Update your profile](https://helpdocs.servinix.com/account-billing/account-and-profile/update-your-profile.md): Edit your Servinix organization profile—name, SIC code, business type, contractor license, contact info, address, units, and time zone—in Settings.
- [Can't sign in](https://helpdocs.servinix.com/account-billing/account-troubleshooting/cant-sign-in.md): Troubleshoot Servinix login failures including wrong password, locked accounts, expired MFA codes, and multi-tenant account selection issues.
- [Modules missing after login](https://helpdocs.servinix.com/account-billing/account-troubleshooting/missing-modules-after-login.md): What to do when GPS Tracking or AI CSR tabs are missing after signing in to Servinix, including module activation, role permissions, and cache refresh.
- [Cancel or downgrade your subscription](https://helpdocs.servinix.com/account-billing/subscription-and-billing/cancel-or-downgrade-subscription.md): Cancel your Servinix subscription or move to a lower-tier plan, including the effective date, data retention rules, and what happens to user access.
- [Connect and configure Stripe payments](https://helpdocs.servinix.com/account-billing/subscription-and-billing/configure-stripe-payments.md): How to connect Stripe using the Connect action, complete the Stripe onboarding flow, and manage payment methods from Settings → Payments.
- [Subscription plans overview](https://helpdocs.servinix.com/account-billing/subscription-and-billing/subscription-plans-overview.md): The available Servinix subscription plans, what features are included in each tier, how to compare them, and where to view your current plan.
- [Update your payment method](https://helpdocs.servinix.com/account-billing/subscription-and-billing/update-payment-method.md): Change the credit card or payment method on file for your Servinix subscription, including how to update billing address and resolve declined cards.
- [Configure roles and permissions](https://helpdocs.servinix.com/account-billing/users-and-roles/configure-roles-and-permissions.md): Create custom roles and set granular permissions in Servinix from Settings → Roles, including role search, the Add Role flow, and CSV export of role data.
- [Manage users in Settings](https://helpdocs.servinix.com/account-billing/users-and-roles/configure-users-in-settings.md): View all Servinix users, filter by role, edit role assignments, and control portal and mobile app access from the Settings → Users page.
- [Deactivate a user](https://helpdocs.servinix.com/account-billing/users-and-roles/deactivate-a-user.md): Remove a user from your Servinix account without deleting their historical jobs, time entries, or notes, using the Settings → Users deactivation flow.
- [Invite a team member](https://helpdocs.servinix.com/account-billing/users-and-roles/invite-a-team-member.md): Add a new technician, dispatcher, or admin to your Servinix account from Settings → Users, including role assignment and the invitation email flow.
- [AI CSR settings overview](https://helpdocs.servinix.com/ai-assistant/ai-assistant-settings/ai-csr-settings.md): Overview of the AI CSR configuration pages—Greeting, Voice, FAQs, Transfer rules, Trust & Safety, and SMS fallback—available at /receptionist/settings.
- [AI CSR not answering calls](https://helpdocs.servinix.com/ai-assistant/ai-assistant-troubleshooting/ai-csr-calls-not-being-answered.md): Steps to take when Maya stops answering inbound calls: check that Maya is on, verify phone number status, and review transfer rules and FAQ coverage.
- [AI CSR call quality is low](https://helpdocs.servinix.com/ai-assistant/ai-assistant-troubleshooting/ai-csr-low-quality-scores.md): Diagnose persistently low Maya call quality scores using the Review page, including FAQ gaps, hallucination patterns, and transfer rule mismatches.
- [AI CSR overview](https://helpdocs.servinix.com/ai-assistant/overview/ai-csr-overview.md): What the Servinix AI CSR (Maya) does — answering calls 24/7, booking jobs, handling transfers, and taking messages — and how the operations hub works.
- [Cosmos Assistant overview](https://helpdocs.servinix.com/ai-assistant/overview/cosmos-ai-assistant-overview.md): What the Cosmos Assistant sidebar is—asking about jobs, schedule, fleet, and settings in plain English—and how it differs from the phone-based AI CSR.
- [AI CSR onboarding](https://helpdocs.servinix.com/ai-assistant/setup/ai-csr-onboarding.md): The 5-step onboarding flow to go live with Maya: business basics, hire a voice, review FAQs, set transfer rules, and make a test call.
- [Configure FAQs for the AI CSR](https://helpdocs.servinix.com/ai-assistant/setup/configure-faq-for-ai-csr.md): Manage Maya's FAQ knowledge base at /receptionist/settings/faq, including adding FAQs, editing Active/Draft/Archived states, and AI-suggested drafts.
- [Configure Maya settings](https://helpdocs.servinix.com/ai-assistant/setup/configure-maya-settings.md): Overview of the Maya settings page at /receptionist/settings—Greeting, Voice, Known callers, Transfer rules, Trust & Safety, SMS fallback, and booking.
- [Hire Maya — pick an AI receptionist voice](https://helpdocs.servinix.com/ai-assistant/setup/hire-maya-pick-a-voice.md): Complete the voice-selection step of AI CSR onboarding at /receptionist/setup/voice, choosing from six Maya voice personas with distinct accents.
- [Set transfer rules for Maya](https://helpdocs.servinix.com/ai-assistant/setup/set-transfer-rules.md): Configure which calls Maya transfers to a live person—always-on safety rules and your own custom transfer rules—from the AI CSR Transfer rules page.
- [Make a test call](https://helpdocs.servinix.com/ai-assistant/setup/test-call-for-ai-csr.md): Use the Test call feature in Servinix to hear Maya in action and validate your greeting, voice, and FAQ setup before going live with real customers.
- [Pause or turn off the AI CSR](https://helpdocs.servinix.com/ai-assistant/using-the-assistant/pause-or-turn-off-ai-csr.md): How to temporarily pause Maya (soft kill — answers and immediately transfers) or turn her off entirely from the AI CSR operations hub or Settings.
- [Review call quality](https://helpdocs.servinix.com/ai-assistant/using-the-assistant/review-call-quality.md): Use the Call Review page at /receptionist/review to handle calls Maya scored two stars or lower, including failing-axes tabs and bulk review actions.
- [Review Maya Asks](https://helpdocs.servinix.com/ai-assistant/using-the-assistant/review-maya-asks.md): Handle the Maya Asks queue at /receptionist/asks where Maya couldn't answer a caller, including Listen 30s, Add as FAQ, Not relevant, and filter actions.
- [View the AI CSR dashboard](https://helpdocs.servinix.com/ai-assistant/using-the-assistant/view-ai-csr-dashboard.md): How to read the AI CSR operations hub — answered/booked/transferred/quality metrics, the action-required queue, and recent call log.
- [How to contact Servinix support](https://helpdocs.servinix.com/contact-support/contacting-servinix-support/how-to-contact-support.md): The available channels for reaching Servinix support—in-portal chat, email, and phone—and when to use each one for the fastest resolution.
- [Submit a bug report](https://helpdocs.servinix.com/contact-support/contacting-servinix-support/submit-a-bug-report.md): Generate and share an app log bundle from the Servinix Go mobile app's Me tab so the support team can quickly diagnose issues you're reporting.
- [Support hours](https://helpdocs.servinix.com/contact-support/support-hours-and-escalation/support-hours.md): Servinix support operating hours by region and expected response times by channel—portal chat, email, and phone—for each customer support tier.
- [Inbox overview](https://helpdocs.servinix.com/field-service-management/communications/inbox-overview.md): What the Servinix Inbox is — a unified workspace for SMS and phone conversations with customers — and how conversations arrive there.
- [Manage conversations in the Inbox](https://helpdocs.servinix.com/field-service-management/communications/manage-conversations-in-inbox.md): View, filter (All, Unread, Assigned to Me, Closed), and respond to customer conversations by SMS or phone from the Servinix omnichannel Inbox.
- [Schedule a job from the Inbox](https://helpdocs.servinix.com/field-service-management/communications/schedule-job-from-inbox.md): Open the Schedule visit flow from an Inbox conversation to book a job for a customer without leaving the chat thread or re-entering contact details.
- [Send an estimate from the Inbox](https://helpdocs.servinix.com/field-service-management/communications/send-estimate-from-inbox.md): Send a draft estimate to a customer directly from an active conversation thread in the Servinix Inbox using the Send estimate action.
- [Add a customer](https://helpdocs.servinix.com/field-service-management/customers/add-a-customer.md): Create a new customer record in Servinix from the portal, including contact details, primary site, billing info, and custom fields for service history.
- [Contact a customer from the app](https://helpdocs.servinix.com/field-service-management/customers/customer-contact-actions.md): Call, SMS, or email a customer directly from a job card or the customer detail screen in Servinix, including how outbound activity is logged.
- [Manage customer sites](https://helpdocs.servinix.com/field-service-management/customers/manage-customer-sites.md): Add, edit, and view the service sites attached to a customer record in Servinix, including site addresses, access notes, and primary contacts.
- [Search and view customers](https://helpdocs.servinix.com/field-service-management/customers/search-and-view-customers.md): Find a customer record in Servinix by name, email, or phone, and view their general info, service sites, jobs, invoices, and conversation history.
- [Configure the Customer Portal](https://helpdocs.servinix.com/field-service-management/fsm-settings/configure-customer-portal.md): Control what customers see in the Servinix self-service portal from Settings, including feature toggles, branding, and SMS milestone notifications.
- [Configure groups](https://helpdocs.servinix.com/field-service-management/fsm-settings/configure-groups.md): How to create and manage resource groups from Settings → Groups. Groups organize vehicles and resources for easier management and reporting.
- [Configure Inbox settings](https://helpdocs.servinix.com/field-service-management/fsm-settings/configure-inbox-settings.md): Configure the Servinix omnichannel Inbox from Settings → Inbox, including Channels, Triage Rules, Templates, and Auto-Responder configuration sections.
- [Configure integrations](https://helpdocs.servinix.com/field-service-management/fsm-settings/configure-integrations.md): Connect external platforms from Settings → Integrations: Email, Facebook Messenger, Google Business, QuickBooks and Xero accounting, and upcoming channels.
- [Configure job trigger rules](https://helpdocs.servinix.com/field-service-management/fsm-settings/configure-job-trigger-rules.md): Set geofence or manual triggers for automatic job-start and job-end transitions in Servinix from the Settings → System job trigger rules page.
- [Configure phone numbers](https://helpdocs.servinix.com/field-service-management/fsm-settings/configure-phone-numbers.md): How to connect your Twilio account and manage SMS-enabled phone numbers from Settings → Phone Numbers. Covers the Your Phone Numbers and Text Messaging tabs.
- [Configure resource and device types](https://helpdocs.servinix.com/field-service-management/fsm-settings/configure-resource-and-device-types.md): Manage tenant-level resource type registries—Vehicles, Trailers, custom types—and device types like Cameras, DataLoggers, and Air Tags in Servinix Settings.
- [Configure shifts](https://helpdocs.servinix.com/field-service-management/fsm-settings/configure-shifts.md): How admins create and manage shift schedules from Settings → Shifts. Covers adding a shift, naming conventions, and the Export action.
- [Configure skills and certifications](https://helpdocs.servinix.com/field-service-management/fsm-settings/configure-skills.md): Define skills and proficiency levels for technicians in Servinix from Settings → Skills & Certifications, used for skill-based job assignment in Dispatch.
- [Configure teams](https://helpdocs.servinix.com/field-service-management/fsm-settings/configure-teams.md): Create teams in Servinix, assign team members, and enable team-based dispatching from the Settings → Teams page to streamline how work is allocated.
- [Create a task template](https://helpdocs.servinix.com/field-service-management/fsm-settings/create-a-task-template.md): Add a new task template in Servinix, build its checklist of steps, attach forms, and set it as active from the Task Templates screen in Settings.
- [Customize job status labels](https://helpdocs.servinix.com/field-service-management/fsm-settings/customize-job-status-labels.md): Change the display labels for Servinix job lifecycle stages—such as renaming Assigned or In Progress—from Settings → System without breaking automation.
- [Mark attendance for a team member](https://helpdocs.servinix.com/field-service-management/fsm-settings/mark-attendance.md): Mark a team member's attendance status (present, leave, half day) from the Attendance daily view in Servinix and adjust prior days when needed.
- [Reports hub overview (Reports v2)](https://helpdocs.servinix.com/field-service-management/fsm-settings/reports-hub-overview.md): The Servinix cross-cutting reports hub—report categories, live versus coming-soon reports, and how to pin your favorites for quick access from the sidebar.
- [Run a financial report](https://helpdocs.servinix.com/field-service-management/fsm-settings/run-a-financial-report.md): Open and use Servinix financial reports—Revenue Trend, AR Aging, and Job Profitability—from the Reports hub, including filtering and CSV export options.
- [Run a technician scorecard](https://helpdocs.servinix.com/field-service-management/fsm-settings/run-a-technician-scorecard.md): View per-technician productivity, jobs completed, and estimate win-rate scorecards from the Servinix Reports hub to coach field crews and reward top performers.
- [Run an operations report](https://helpdocs.servinix.com/field-service-management/fsm-settings/run-an-operations-report.md): Use Servinix operations reports—Open Jobs, Crew Utilization, and Response Time—from the Reports hub to track day-to-day field service performance.
- [Task templates overview](https://helpdocs.servinix.com/field-service-management/fsm-settings/task-templates-overview.md): What task templates are in Servinix—reusable checklists for consistent field execution—and how they attach to jobs so technicians follow the same steps.
- [View team attendance](https://helpdocs.servinix.com/field-service-management/fsm-settings/view-attendance.md): See who is present, on leave, or working a half day for a given day in the Servinix Attendance view, and switch between the daily and weekly layouts.
- ["Dispatch access required" error](https://helpdocs.servinix.com/field-service-management/fsm-troubleshooting/dispatch-access-required.md): What to do when the Servinix Dispatch view shows a permission error, including which role setting controls Dispatch access and how an admin grants it.
- [Invoice not sending](https://helpdocs.servinix.com/field-service-management/fsm-troubleshooting/invoice-not-sending.md): What to check when sending a Servinix invoice by email or SMS fails, including customer contact info, integration status, and message body validation.
- [Job not appearing in schedule](https://helpdocs.servinix.com/field-service-management/fsm-troubleshooting/job-not-appearing-in-schedule.md): Steps to take when a scheduled job doesn't show up in the technician's Schedule tab on the Servinix Go app, including assignment, date, and sync checks.
- [Offline sync stuck or not completing](https://helpdocs.servinix.com/field-service-management/fsm-troubleshooting/offline-sync-stuck.md): Diagnose and clear a stalled offline queue in the Servinix Go mobile app, including how to force a sync, inspect pending changes, and avoid data loss.
- [Time entries showing incorrect durations](https://helpdocs.servinix.com/field-service-management/fsm-troubleshooting/time-entries-incorrect.md): Identify and correct time entry errors in Servinix caused by missed break or shift events, including how to edit travel, working, and break segments.
- [Accept and travel to a job](https://helpdocs.servinix.com/field-service-management/jobs-and-work-orders/accept-and-travel-to-a-job.md): How a Servinix technician accepts a dispatched job, starts in-app navigation, and marks I'm Here when arriving on site to begin the work order.
- [Add a task to a job](https://helpdocs.servinix.com/field-service-management/jobs-and-work-orders/add-a-task-to-a-job.md): Create a new task inside an active job from the Servinix Go mobile app so technicians can capture extra work, parts used, or follow-up items in the field.
- [Capture customer signature](https://helpdocs.servinix.com/field-service-management/jobs-and-work-orders/capture-customer-signature.md): Collect a customer's on-screen signature at Servinix job close from the mobile app and attach it to the work order and final invoice as proof of service.
- [Complete job tasks](https://helpdocs.servinix.com/field-service-management/jobs-and-work-orders/complete-job-tasks.md): Work through a Servinix job's task checklist, add notes, capture photos, and run custom task forms to finish the work order from the mobile app.
- [Job lifecycle](https://helpdocs.servinix.com/field-service-management/jobs-and-work-orders/job-lifecycle.md): The job status stages a Servinix work order moves through—from Assigned to Closed—what each stage means, and how transitions trigger time and billing events.
- [Log time entries](https://helpdocs.servinix.com/field-service-management/jobs-and-work-orders/log-time-entries.md): View and edit Servinix time entries for a job—including travel, working, and break segments—so payroll and job costing reflect actual technician hours.
- [Step away from a job (break/pause)](https://helpdocs.servinix.com/field-service-management/jobs-and-work-orders/step-away-from-a-job.md): Record a break or pause mid-job in the Servinix Go app and resume without losing time-tracking context so payroll and labor cost stay accurate.
- [Field Service Management overview](https://helpdocs.servinix.com/field-service-management/overview/fsm-overview.md): What FSM covers — scheduling, dispatch, jobs, quotes, invoicing, pricebook, customers, and inbox — and how the portal and mobile app work together.
- [Configure pricing tiers](https://helpdocs.servinix.com/field-service-management/quotes-and-invoicing/configure-pricing-tiers.md): Set up tiered pricing in Servinix that auto-populates estimate line items based on customer segment or service type so quoting stays fast and consistent.
- [Create an estimate](https://helpdocs.servinix.com/field-service-management/quotes-and-invoicing/create-an-estimate.md): Start a new estimate in Servinix, add line items from the pricebook, apply a discount, and prepare the quote for review before sending to the customer.
- [Estimate pipeline overview](https://helpdocs.servinix.com/field-service-management/quotes-and-invoicing/estimate-pipeline-overview.md): The Servinix Estimates pipeline view—health dashboard, at-risk revenue, follow-up queue, and estimate status stages—so sales activity stays visible.
- [Estimate templates](https://helpdocs.servinix.com/field-service-management/quotes-and-invoicing/estimate-templates.md): Create and use Servinix estimate templates to speed up quoting for common job types with preset line items, terms, and pricing for each service.
- [Manage the pricebook](https://helpdocs.servinix.com/field-service-management/quotes-and-invoicing/manage-the-pricebook.md): Create categories, add items—services, parts, labor, materials—and set item types in the Servinix pricebook so estimates and invoices price work consistently.
- [Record a cash or check payment](https://helpdocs.servinix.com/field-service-management/quotes-and-invoicing/record-a-cash-or-check-payment.md): Post an offline cash or cheque payment against a Servinix invoice from the portal or mobile app so the customer's balance reflects what they paid in person.
- [Send a payment link](https://helpdocs.servinix.com/field-service-management/quotes-and-invoicing/send-a-payment-link.md): Create and send a Stripe payment link in Servinix for an invoice or outstanding balance so customers can pay by card without calling the office.
- [Send an estimate to a customer](https://helpdocs.servinix.com/field-service-management/quotes-and-invoicing/send-an-estimate-to-a-customer.md): Send a drafted Servinix estimate to a customer by email or SMS, including how to preview the quote and track when the customer opens or approves it.
- [Collect payment with Tap to Pay](https://helpdocs.servinix.com/field-service-management/quotes-and-invoicing/tap-to-pay.md): Use Tap to Pay on a Servinix mobile device to collect a card payment on-site at job close without extra hardware, so technicians can close out invoices.
- [View and manage invoices](https://helpdocs.servinix.com/field-service-management/quotes-and-invoicing/view-and-manage-invoices.md): Find a Servinix invoice, view line items, check payment status, and create new invoices from the portal Payments page to keep AR running smoothly.
- [Manage unassigned jobs](https://helpdocs.servinix.com/field-service-management/scheduling-and-dispatch/manage-unassigned-jobs.md): View the Servinix unassigned job queue and assign each job to a qualified technician from the dispatch pool using skill, location, and availability filters.
- [Reassign a job](https://helpdocs.servinix.com/field-service-management/scheduling-and-dispatch/reassign-a-job.md): Move a scheduled Servinix job from one technician to another from the portal or the Servinix Go mobile app, including how the original tech is notified.
- [Schedule a job](https://helpdocs.servinix.com/field-service-management/scheduling-and-dispatch/schedule-a-job.md): How a Servinix dispatcher creates and assigns a new job to a technician from the Jobs activity board in the portal, including time and skill matching.
- [Start and end a shift](https://helpdocs.servinix.com/field-service-management/scheduling-and-dispatch/start-and-end-a-shift.md): How a technician starts their shift in the Servinix Go app, tracks active time, takes breaks, and ends the shift at the close of day for accurate payroll.
- [View your daily schedule](https://helpdocs.servinix.com/field-service-management/scheduling-and-dispatch/view-your-daily-schedule.md): How a technician views today's jobs and the upcoming week strip in the Schedule tab of the Servinix Go mobile app, including job order and ETA details.
- [Enable push notifications](https://helpdocs.servinix.com/field-service-management/tech-mobile-app/enable-push-notifications.md): Turn on push notifications in the Servinix Go app so technicians get alerts for dispatch changes, payment events, and messages from the office in real time.
- [Grant location and motion permissions](https://helpdocs.servinix.com/field-service-management/tech-mobile-app/grant-location-and-motion-permissions.md): Why Servinix needs background location and motion permissions and how to approve them on iOS and Android so trip tracking and dispatch ETAs work correctly.
- [Offline mode and sync](https://helpdocs.servinix.com/field-service-management/tech-mobile-app/offline-mode-and-sync.md): How the Servinix Go app queues requests when offline and syncs automatically when connectivity is restored so technicians never lose field data.
- [Switch between light and dark mode](https://helpdocs.servinix.com/field-service-management/tech-mobile-app/switch-dark-mode.md): Toggle the Servinix Go app's color theme between light and dark from the Me tab so technicians get a readable display in any lighting condition.
- [Tech mobile app overview](https://helpdocs.servinix.com/field-service-management/tech-mobile-app/tech-mobile-app-overview.md): A tour of the Servinix Go app for field technicians—tabs, navigation, and the key screens you'll use every day for jobs, schedule, and customers.
- [Choose your modules](https://helpdocs.servinix.com/get-started/choose-your-modules/choose-your-modules.md): Overview of the Servinix modules—Field Service Management, GPS Tracking, and AI CSR—what each one does, and which service businesses benefit from each.
- [Enable AI CSR](https://helpdocs.servinix.com/get-started/choose-your-modules/enable-ai-csr.md): Turn on the AI CSR (Maya) module for your Servinix account, including plan requirements, phone number provisioning, and the onboarding starter steps.
- [Enable GPS Tracking](https://helpdocs.servinix.com/get-started/choose-your-modules/enable-gps-tracking.md): Add the GPS Tracking module to an existing Servinix account, including plan upgrade, device fulfillment via Danlaw, and where to configure your fleet.
- [First-week setup checklist](https://helpdocs.servinix.com/get-started/first-week-setup-checklist/first-week-setup-checklist.md): A hand-picked sequence of setup steps — account, team, first job, pricebook, and (if applicable) your first GPS device — to complete before going live.
- [Download the Servinix app](https://helpdocs.servinix.com/get-started/welcome-to-servinix/download-the-servinix-app.md): Where to find and install the Servinix Go mobile app on iOS and Android, including App Store and Google Play links and the supported OS versions.
- [Signing in to Servinix](https://helpdocs.servinix.com/get-started/welcome-to-servinix/signing-in-to-servinix.md): Log in to the Servinix portal and Servinix Go mobile app, including how to handle MFA prompts, password resets, and multi-tenant account selection.
- [Welcome to Servinix](https://helpdocs.servinix.com/get-started/welcome-to-servinix/welcome-to-servinix.md): What Servinix is, who it's built for, and how the three modules—FSM, GPS Tracking, and AI CSR—fit together to run a complete service business operation.
- [Configure a speeding alert](https://helpdocs.servinix.com/gps-tracking/alerts/configure-a-speeding-alert.md): Set a speed threshold and choose notification recipients for a vehicle or fleet in Servinix GPS Tracking, so dispatch is alerted when drivers speed.
- [Monitor driver behavior and safety scores](https://helpdocs.servinix.com/gps-tracking/alerts/fleet-driver-behavior.md): Use the Driver Behavior page—Safety Score Trend, Event Distribution, Leaderboard, and Critical Safety Events—to coach drivers and reduce risk.
- [Monitor fleet real-time alerts](https://helpdocs.servinix.com/gps-tracking/alerts/fleet-real-time-alerts.md): Use the Fleet Real-Time Alerts page—Alert Feed, Severity Distribution, Top Categories, and 24-Hour Intensity—to monitor fleet incidents as they happen.
- [Monitor fleet usage and utilization](https://helpdocs.servinix.com/gps-tracking/alerts/fleet-usage-monitoring.md): Use the Fleet Usage Monitoring page—Active Assets, Avg Utilization, Idle Time, Miles Driven—to spot underused vehicles and improve fleet ROI.
- [GPS alerts overview](https://helpdocs.servinix.com/gps-tracking/alerts/gps-alerts-overview.md): The alert types Servinix GPS Tracking supports — speeding, geofence, driver behavior, and diagnostics — and the surfaces where they appear.
- [Manage fleet geofences](https://helpdocs.servinix.com/gps-tracking/alerts/manage-fleet-geofences.md): Create, view, and manage geofences from the Fleet Geofences page in Servinix, including drawing zones on the map, status tabs, and CSV export.
- [Install DataLogger on a heavy-duty vehicle](https://helpdocs.servinix.com/gps-tracking/device-setup/install-datalogger-heavy-duty-vehicle.md): Install the DataLogger device on a Class 7–8 heavy-duty vehicle in Servinix GPS Tracking, including the manufacturer and year port-type compatibility table.
- [Install DataLogger on a light-duty vehicle](https://helpdocs.servinix.com/gps-tracking/device-setup/install-datalogger-light-duty-vehicle.md): Step-by-step instructions for plugging the DataLogger device into the OBDII port of a Class 1–3 light-duty vehicle, model years 1996 and newer.
- [Install DataLogger on a medium-duty vehicle](https://helpdocs.servinix.com/gps-tracking/device-setup/install-datalogger-medium-duty-vehicle.md): Install the DataLogger on a Class 4–6 medium-duty vehicle in Servinix GPS Tracking using an OBDII, 6-pin, or 9-pin port and the matching cable.
- [Order your DataLogger device](https://helpdocs.servinix.com/gps-tracking/device-setup/order-your-datalogger-device.md): Enroll in the Servinix Telematics Program so a Danlaw DataLogger device is fulfilled and shipped to your business, including order timeline and tracking.
- [Receive and inspect your device shipment](https://helpdocs.servinix.com/gps-tracking/device-setup/receive-and-inspect-your-device-shipment.md): What's in the box when your Servinix DataLogger arrives—device, cables, and documentation—and how to confirm the order matches your fleet's vehicles.
- [Verify device connection](https://helpdocs.servinix.com/gps-tracking/device-setup/verify-device-connection.md): Confirm the Servinix DataLogger is powered, the LEDs behave normally, and telematics data is flowing into the portal after install on a fleet vehicle.
- [Add a vehicle to GPS Tracking](https://helpdocs.servinix.com/gps-tracking/gps-settings/add-a-vehicle-to-gps-tracking.md): Register a vehicle in Servinix from the Resources page and associate it with a DataLogger device so its telematics data appears in the fleet view.
- [View fleet diagnostics and incidents](https://helpdocs.servinix.com/gps-tracking/gps-settings/fleet-diagnostics.md): Use the Fleet Diagnostics page—Health Distribution, Battery Voltage Trend, DTC Alerts, Asset Diagnostic Feed—and the Incident Reporting page in Servinix.
- [Manage vehicles and trailers](https://helpdocs.servinix.com/gps-tracking/gps-settings/manage-vehicle-trailers.md): Add a vehicle, view trailer assignments, and export the resource list from the Servinix Resources Vehicles and Trailers tabs for fleet record-keeping.
- [Rename or remove a vehicle](https://helpdocs.servinix.com/gps-tracking/gps-settings/rename-or-remove-a-vehicle.md): Update a vehicle's display name or deactivate it from Servinix GPS Tracking, including how deactivation affects historical trip data and active alerts.
- [View and manage fleet resources](https://helpdocs.servinix.com/gps-tracking/gps-settings/view-fleet-resources.md): How to use the Resources page (/fleet/resources) to see all vehicles, trailers, and devices — health status, last ping, and device pairing.
- [Device LEDs off after install](https://helpdocs.servinix.com/gps-tracking/gps-troubleshooting/device-leds-off-after-install.md): Why Servinix DataLogger LEDs may extinguish after a period and how to distinguish normal power-saving behavior from a real device or wiring power problem.
- [Device not reporting data](https://helpdocs.servinix.com/gps-tracking/gps-troubleshooting/device-not-reporting.md): What to check when a Servinix DataLogger stops sending telematics—power, port connection, LED state, and BitBrew data flow—to restore fleet visibility.
- [Vehicle showing wrong location](https://helpdocs.servinix.com/gps-tracking/gps-troubleshooting/wrong-vehicle-location.md): Steps to investigate and resolve inaccurate GPS position reports on the Servinix fleet map, including device placement, GPS lock, and map data refresh.
- [Fleet Intelligence dashboard](https://helpdocs.servinix.com/gps-tracking/live-tracking/fleet-intelligence-dashboard.md): The Fleet dashboard at `/fleet` — driver behavior score, geofence zones, usage monitoring, real-time alerts, diagnostics, and fleet KPI metrics.
- [Trip tracking on the mobile app](https://helpdocs.servinix.com/gps-tracking/live-tracking/trip-tracking-on-mobile.md): How the Servinix Go app tracks driving trips in the background using the native trip tracking module, including iOS and Android permissions and battery use.
- [View the live fleet map](https://helpdocs.servinix.com/gps-tracking/live-tracking/view-live-fleet-map.md): Open the Servinix fleet map at /live (or beta /livev2) to see real-time vehicle and technician locations, with both classic Live and Live v2 variants.
- [View a vehicle's detail and status](https://helpdocs.servinix.com/gps-tracking/live-tracking/view-vehicle-detail.md): Select a vehicle on the Servinix live map to see its current speed, driver assignment, last-known location, and recent trip history for the day.
- [Request an RMA / device return](https://helpdocs.servinix.com/gps-tracking/maintenance-and-rma/request-an-rma-return.md): Initiate a return for a faulty or unwanted Servinix DataLogger device from the portal, including reason codes, RMA number, and shipping label generation.
- [RMA processing timeline](https://helpdocs.servinix.com/gps-tracking/maintenance-and-rma/rma-processing-timeline.md): What happens after Danlaw receives a returned device — refurbishment, flashing, and inventory steps — and how long each stage takes.
- [Ship back your DataLogger](https://helpdocs.servinix.com/gps-tracking/maintenance-and-rma/ship-back-your-device.md): Use the Danlaw-provided prepaid shipment label to return your Servinix DataLogger device, including packaging steps and how to drop it off for pickup.
- [GPS Tracking overview](https://helpdocs.servinix.com/gps-tracking/overview/gps-tracking-overview.md): What the Servinix GPS Tracking module does, which hardware it uses (Danlaw DataLogger), and how telematics flows from vehicle to portal via BitBrew.
- [Fleet analytics](https://helpdocs.servinix.com/gps-tracking/reports/fleet-analytics.md): Use the Fleet Analytics dashboard—Fleet Uptime, Safety Score, Utilization Rate, Alerts, and ADAS Events—with date range filtering and CSV export.
- [GPS reports overview](https://helpdocs.servinix.com/gps-tracking/reports/gps-reports-overview.md): The GPS-specific reports available at `/reports` — Mileage, Trips, Packet History, Speeding Violations, and Alert Management — and how to access them.
- [Run a mileage report](https://helpdocs.servinix.com/gps-tracking/reports/run-a-mileage-report.md): Generate and export a Servinix mileage report (fleet mileage aggregated by state) for one or more vehicles over any date range, useful for IFTA filings.
- [Run a speeding violations report](https://helpdocs.servinix.com/gps-tracking/reports/run-a-speeding-violations-report.md): Generate the Servinix Speeding Violations report—severity, vehicle, driver, duration, and location—from the Reports page for coaching and compliance review.
- [Run a trip history report](https://helpdocs.servinix.com/gps-tracking/reports/run-a-trip-history-report.md): View a vehicle's trip log in Servinix—32 metrics across logistics, safety, and efficiency—including start and end times, distance, and driver assignment.
- [Route optimization overview](https://helpdocs.servinix.com/route-optimization/overview/route-optimization-overview.md): An introduction to Servinix route optimization — what it does, who uses it, and how it fits into the dispatch workflow.
- [How the optimizer assigns jobs](https://helpdocs.servinix.com/route-optimization/understanding-results/how-the-optimizer-assigns-jobs.md): Explains the logic the route optimizer uses to assign jobs to technicians, what constraints it enforces, and what dispatchers should verify before committing routes.
- [Configure technician shifts for routing](https://helpdocs.servinix.com/route-optimization/using-route-optimization/configure-technician-shifts-for-routing.md): How to set up technician shifts, start locations, and skills so the route optimizer produces accurate and useful schedules.
- [Review and commit optimized routes](https://helpdocs.servinix.com/route-optimization/using-route-optimization/review-and-commit-optimized-routes.md): How a dispatcher reviews the optimizer's proposed routes on the map and commits them to the schedule.