# SRVZr Docs

> Public user documentation. Availability depends on account access and connected services.

## Guides

- [SRVZr](https://docs.srvzr.com/): Find guides for your AI assistant, workspace, business flows, agents, and connected robots.
- [Your SRVZr AI assistant](https://docs.srvzr.com/ai/): Ask questions, build business tools, and get work done across SRVZr with one AI assistant.
- [Business Context and AI preferences](https://docs.srvzr.com/ai/business-context): "Business Context gives assistants a shared description of how your business works."
- [Things to ask your AI](https://docs.srvzr.com/ai/examples): Practical AI requests for setting up a business, reviewing jobs, creating content, and automating daily work.
- [Image and video generation](https://docs.srvzr.com/ai/media-generation): Generate a useful business image or video from a clear brief, review the actual result and verify it in Files before using it elsewhere.
- [Working with AI](https://docs.srvzr.com/ai/working-with-ai): Use voice, attachments, workspace views, cloud tasks, history, and approval controls in SRVZr AI.
- [Events](https://docs.srvzr.com/events): Configure event details, ticket types and seating, then understand guest handling, admission, delivery channels and current feature limits.
- [Flow Builder](https://docs.srvzr.com/flow-builder): Connect a customer journey, configure calculations and quote behavior, and inspect a real preview before publishing a flow.
- [Diagnostics & Suggestions](https://docs.srvzr.com/flow-builder/diagnostics)
- [Individual node reference](https://docs.srvzr.com/flow-builder/node-reference): One page per Flow Builder node and its configuration contract.
- [Nodes & Connections](https://docs.srvzr.com/flow-builder/nodes)
- [Bank node](https://docs.srvzr.com/flow-builder/nodes/bank): Read stored data into a flow.
- [Calculator node](https://docs.srvzr.com/flow-builder/nodes/calculator): Transform upstream values into a price.
- [Checkout node](https://docs.srvzr.com/flow-builder/nodes/checkout): Configure allowed payment methods and deposits, then review the total and remaining balance before submitting a flow.
- [Conditional node](https://docs.srvzr.com/flow-builder/nodes/conditional): Branch on a comparison.
- [Event Page node](https://docs.srvzr.com/flow-builder/nodes/event-page): Customer-facing Event Flow entry node.
- [Pickup Location node](https://docs.srvzr.com/flow-builder/nodes/pickup-location): Collect renter pickup information.
- [Policies node](https://docs.srvzr.com/flow-builder/nodes/policies): Attach behavior rules to a Servo path.
- [Quote node](https://docs.srvzr.com/flow-builder/nodes/quote): Present calculated line items before payment.
- [Rental node](https://docs.srvzr.com/flow-builder/nodes/rental): Rental Flow fulfillment endpoint.
- [Rental Page node](https://docs.srvzr.com/flow-builder/nodes/rental-page): Customer-facing Rental Flow entry node.
- [Rental Rules node](https://docs.srvzr.com/flow-builder/nodes/rental-rules): Apply rental terms and restrictions.
- [Scheduling node](https://docs.srvzr.com/flow-builder/nodes/scheduling): Collect dates and booking times.
- [Service node](https://docs.srvzr.com/flow-builder/nodes/service): Service Flow completion endpoint.
- [Service Page node](https://docs.srvzr.com/flow-builder/nodes/service-page): Customer-facing Service Flow entry node.
- [Servo node](https://docs.srvzr.com/flow-builder/nodes/servo): Robotic execution target node.
- [Servo Types node](https://docs.srvzr.com/flow-builder/nodes/servo-types): Declare compatible robot types.
- [Splitter node](https://docs.srvzr.com/flow-builder/nodes/splitter): Branch into multiple cases using one variable.
- [SRVZr node](https://docs.srvzr.com/flow-builder/nodes/srvzr): Flow Builder business/account context node.
- [Stint node](https://docs.srvzr.com/flow-builder/nodes/stint): Stint Flow work endpoint.
- [Stint Page node](https://docs.srvzr.com/flow-builder/nodes/stint-page): Worker-facing Stint Flow entry node.
- [Tiers node](https://docs.srvzr.com/flow-builder/nodes/tiers): Offer selectable service levels or options.
- [Timing & Pricing node](https://docs.srvzr.com/flow-builder/nodes/timing-pricing): Price rentals by duration and billing period.
- [User node](https://docs.srvzr.com/flow-builder/nodes/user): Flow Builder entry node for the person entering the experience.
- [Work Order Form node](https://docs.srvzr.com/flow-builder/nodes/work-order-form): Collect structured job details inside a flow.
- [You node](https://docs.srvzr.com/flow-builder/nodes/you): Flow owner context node.
- [Simulator](https://docs.srvzr.com/flow-builder/simulator)
- [Menus](https://docs.srvzr.com/menus): Build a priced menu and give staff useful ingredient lists and preparation instructions.
- [Rentals](https://docs.srvzr.com/rentals): Set up rental listings, availability, pricing, accessories and agreements, then plan collection, returns and equipment turnover.
- [Services](https://docs.srvzr.com/services): Describe a service, connect its intake and pricing flow, configure deposits, and understand when to use a provider network.
- [Servos](https://docs.srvzr.com/servos): Prepare a robot unit, understand enrollment and updates, and distinguish device records from live location, terminal, audio and LiDAR sessions.
- [Stints](https://docs.srvzr.com/stints): Prepare a Stint offering, connect its intake flow, and distinguish remote human operation from AI-based operation.
- [Tutorials](https://docs.srvzr.com/tutorials/): Practical, task-based walkthroughs for running your business in SRVZr.
- [Apply a customer deposit to an invoice](https://docs.srvzr.com/tutorials/apply-customer-deposit): Record an advance, apply the customer's credit to an issued invoice, and verify the balance in Customers and receivables.
- [Build a useful intake form](https://docs.srvzr.com/tutorials/build-intake-form): Create and test a plumbing intake with required answers, a service address, photo selection, access requests, and acknowledgment.
- [Set up a cloud-agent task](https://docs.srvzr.com/tutorials/configure-agent): "Prepare a paused bookkeeping task with explicit instructions, schedule and credit limits before reviewing any run."
- [Build a customer booking workflow](https://docs.srvzr.com/tutorials/configure-workflow): "Connect a form, pricing, and the next steps in Flow Builder."
- [Create a bookable service](https://docs.srvzr.com/tutorials/create-service): Describe the offer, connect published intake, verify the estimate and deposit breakdown, and review publication readiness.
- [Customize the customer experience](https://docs.srvzr.com/tutorials/customize-experience): "Keep listings, forms, sites, content, and brand presentation consistent."
- [Design a business graphic](https://docs.srvzr.com/tutorials/design-canvas): "Make a readable visit-preparation graphic, save its editable source, and verify the exported frame."
- [Prepare a robot setup rehearsal](https://docs.srvzr.com/tutorials/explore-robot-work): "Compare a policy scene, a unit setup draft and the evidence still needed for a real robot session."
- [Set up your business workspace](https://docs.srvzr.com/tutorials/get-started): "Choose the business profile, find tools, and prepare your first offering."
- [Handle a customer request](https://docs.srvzr.com/tutorials/handle-request): "Find, review, accept, assign, and follow through on a request."
- [Prepare a private event rehearsal](https://docs.srvzr.com/tutorials/host-event): "Save an event with sales off, review ticket types and seating, and identify what still needs a real ticket test."
- [Plan bookings and schedules](https://docs.srvzr.com/tutorials/manage-bookings): Turn a service visit's instructions into a saved preparation block, and check it against staff coverage.
- [Review payments and sales reports](https://docs.srvzr.com/tutorials/manage-payments): Inspect a defined payment period, export matching transactions, and explain why an item-sales report can show different totals.
- [Prepare a rental for collection and return](https://docs.srvzr.com/tutorials/manage-rental): Configure an equipment rental, make its charges clear, and plan the maintenance work between bookings.
- [Add and schedule team members](https://docs.srvzr.com/tutorials/manage-team): "Review roles, sync the scheduling roster, and publish shifts."
- [Prepare a job follow-up](https://docs.srvzr.com/tutorials/prepare-job-followup): Bring related work orders, project notes, a reusable checklist, and preparation time together before arranging a return visit.
- [Receive supplies and check stock](https://docs.srvzr.com/tutorials/receive-supplies): Follow a supplier receipt from its purchase order into inventory, review damage and a physical count, and compare stock with its recorded cost.
- [Capture and review an expense](https://docs.srvzr.com/tutorials/record-expense): "Use a receipt image or manual entry, then correct and categorize the record."
- [Prepare a counter menu and unpaid bill](https://docs.srvzr.com/tutorials/run-menu-service): "Set selling prices, save an assembly recipe, scale preparation, and review an unpaid Terminal bill."
- [Set up a domain and shared inbox](https://docs.srvzr.com/tutorials/setup-domain-email): "Choose DNS management, prepare a shared address, grant inbox access and verify delivery separately."
- [Connect an external account](https://docs.srvzr.com/tutorials/setup-integrations): "Authorize the intended business identity, finish provider setup, and verify the workflow that uses the connection."
- [Web App Overview](https://docs.srvzr.com/web-app)
- [Command Menu](https://docs.srvzr.com/web-app/command-menu)
- [Navigation and workspace views](https://docs.srvzr.com/web-app/navigation): Compare Desktop windows, Multitask tabs, and the Table infinite canvas using a project and saved visit checklist.
- [Workspace map](https://docs.srvzr.com/workspace/): A visual map of every destination available from the SRVZr workspace sidebar.
- [Business tools](https://docs.srvzr.com/workspace/business): Detailed guides to projects, automation, customers, communication, reporting, and costs.
- [Canvas](https://docs.srvzr.com/workspace/canvas): A deep guide to the SRVZr visual canvas editor, frames, objects, properties, presentation mode, and export.
- [Content and social publishing](https://docs.srvzr.com/workspace/creative): Develop ideas, save project captions, review cuts and distinguish draft release dates from approved social publishing.
- [Events & spaces](https://docs.srvzr.com/workspace/events): Detailed guides to event records, layouts, drawing, menus, and displays.
- [Workspace feature library](https://docs.srvzr.com/workspace/features/): One page for every SRVZr workspace feature.
- [Accounting](https://docs.srvzr.com/workspace/features/accounting): Follow money from the original sale or expense into your books, cash forecast, and financial reports.
- [Accounts and journal](https://docs.srvzr.com/workspace/features/accounts): Inspect your chart of accounts, trace journal entries, review a trial balance, and protect closed reporting periods.
- [Agents](https://docs.srvzr.com/workspace/features/agents): Configure cloud tasks, credit limits and accounting templates, then review task progress and proposed changes separately from execution.
- [AI Phone Assistant](https://docs.srvzr.com/workspace/features/ai-proxy): Understand phone-assistant setup, verified forwarding, persona and action controls, and the difference between a call transcript and a completed follow-up.
- [Sales and flow analytics](https://docs.srvzr.com/workspace/features/analytics): Choose an operational report, compare item sales with payment records, and use flow completion and drop-off data to investigate customer journeys.
- [Assets](https://docs.srvzr.com/workspace/features/assets): Connect a business domain, choose its DNS setup, and manage shared mailbox and integration resources.
- [Banking](https://docs.srvzr.com/workspace/features/banking): Import bank statements, review transaction matches, split spending, create rules, and reconcile accounts with your books.
- [Banks and reusable business data](https://docs.srvzr.com/workspace/features/banks): Create typed business tables, save and review rows, search and sort records, and export a complete CSV.
- [Bills and suppliers](https://docs.srvzr.com/workspace/features/bills): Review supplier bills, manage vendors, receive purchase orders, apply credits, and track what the business still owes.
- [Calendar and scheduling](https://docs.srvzr.com/workspace/features/calendar): Plan events around work orders and team shifts, inspect money due dates, and verify what was actually saved.
- [Camera and Photos](https://docs.srvzr.com/workspace/features/camera): Organize photo captions and tags, inspect document crops, and keep capture, recognition and saved business records separate.
- [Canvas](https://docs.srvzr.com/workspace/features/canvas): Create editable business graphics with frames and layers, save the design, and inspect a real exported image.
- [Chats](https://docs.srvzr.com/workspace/features/chats): Keep conversations and work context together.
- [Customers and job history](https://docs.srvzr.com/workspace/features/customers): Maintain customer contacts, save useful service notes, inspect related invoices and work orders, and review customer statements.
- [Deals](https://docs.srvzr.com/workspace/features/deals): Keep sales opportunities visible, record their next step, and move them through five pipeline stages.
- [Devices and SRVZr Home](https://docs.srvzr.com/workspace/features/devices): Give shared screens their own login, pair terminals and displays, inspect device status, and manage supported SRVZr Home settings.
- [Displays](https://docs.srvzr.com/workspace/features/displays): Prepare digital signage, control slide duration and expiry, and distinguish signage from a customer checkout screen.
- [Documents and operating checklists](https://docs.srvzr.com/workspace/features/docs): Write structured business instructions, save the web version, set up pages, and resolve a local-versus-web draft conflict.
- [Event Drawing](https://docs.srvzr.com/workspace/features/event-drawing): Place event elements and enforce spatial constraints.
- [Expenses, categories and budgets](https://docs.srvzr.com/workspace/features/expenses): Capture business spending, connect materials to jobs, organize recurring suppliers, and understand where your money goes.
- [Files](https://docs.srvzr.com/workspace/features/files): Organize business files and control sharing.
- [Flows](https://docs.srvzr.com/workspace/features/flows): Manage reusable business processes.
- [Forms, intake, and acknowledgments](https://docs.srvzr.com/workspace/features/forms): Build reusable work-order forms with custom fields, photo selection, addresses, special requests, and signature or initials blocks.
- [Home](https://docs.srvzr.com/workspace/features/home): Find the next task in your business workspace.
- [Integrations](https://docs.srvzr.com/workspace/features/integrations): Connect supported providers, prepare a QuickBooks import, and use business listing API keys.
- [Inventory](https://docs.srvzr.com/workspace/features/inventory): Track stock quantities, review inventory movements, organize item groups, scan codes, prepare labels, and count bottles by weight or fill level.
- [Quotes, invoices, and customer balances](https://docs.srvzr.com/workspace/features/invoices): Price work, collect quote approval, bill in stages or batches, record receipts and deposits, and follow up on unpaid invoices.
- [Locations](https://docs.srvzr.com/workspace/features/locations): Save a named business location, review its address and map, and distinguish a stored place from verification or a map drawing.
- [Mail](https://docs.srvzr.com/workspace/features/mail): Prepare business email, reopen saved drafts, and give colleagues access to a shared mailbox.
- [Maps and field work](https://docs.srvzr.com/workspace/features/maps): "Save map workspaces, draw measured areas, record visit outcomes and understand live layers and walking directions."
- [Marketplace](https://docs.srvzr.com/workspace/features/marketplace): Inspect policies, copy flow templates into local drafts, and save reusable snippets without confusing adoption with execution.
- [Mileage and reimbursements](https://docs.srvzr.com/workspace/features/mileage): Log work trips, distinguish personal and business vehicles, and record repayment of mileage and other out-of-pocket expenses.
- [Notebooks](https://docs.srvzr.com/workspace/features/notebook): Create and manage policy notebooks.
- [Payment tracking, exports, and refunds](https://docs.srvzr.com/workspace/features/payments): Find business payments, inspect bank and cash records, export matching transactions, and review refund amounts and permissions.
- [Payroll](https://docs.srvzr.com/workspace/features/payroll): Configure employee pay, prepare runs from shifts or approved timesheets, review deductions and pay stubs, and prepare year-end summaries.
- [Permissions and access control](https://docs.srvzr.com/workspace/features/permissions): Understand SRVZr account membership, administrators, delegated permissions, and the current permission catalog.
- [Policies](https://docs.srvzr.com/workspace/features/policies): Prepare a robot-policy workspace, inspect simulation, and distinguish training, published checkpoints, deployment requests and robot results.
- [Projects and visual boards](https://docs.srvzr.com/workspace/features/projects): Keep related work orders and planning notes together, arrange them on a shared visual canvas, and reopen the saved project.
- [Financial reports](https://docs.srvzr.com/workspace/features/reports): Read profit and loss, balance sheets, cash flow, job profit, and inventory value, then export or schedule the reports you need.
- [Work orders, status, and assignment](https://docs.srvzr.com/workspace/features/requests): Find incoming and active work, assign team members, save visit instructions, and choose the right customer-update channel.
- [Settings](https://docs.srvzr.com/workspace/features/settings): Configure workspace behavior and personalization.
- [Shifts, availability and timesheets](https://docs.srvzr.com/workspace/features/shifts): Plan staff coverage, handle availability and time-off requests, and review worked hours separately from the schedule.
- [Simulator](https://docs.srvzr.com/workspace/features/simulator): Preview and test a business flow.
- [Custom apps and snippets](https://docs.srvzr.com/workspace/features/snippets): Create a focused business app, test it with a browser preview, review its connectors, and download its source as a ZIP.
- [Strengths](https://docs.srvzr.com/workspace/features/strengths): Check the capability tools available to your account.
- [Sales tax](https://docs.srvzr.com/workspace/features/taxes): Configure registered tax agencies, review collected and recoverable tax, prepare a return worksheet, and record filing and settlement.
- [Team, access and staff PINs](https://docs.srvzr.com/workspace/features/team): Add employees and temporary helpers, choose app permissions, and give people the terminal access their job requires.
- [Terminal](https://docs.srvzr.com/workspace/features/terminal): Sell from a menu, keep open bills, use table and seat plans, collect service details, and review payment readiness.
- [Website](https://docs.srvzr.com/workspace/features/website): Create a business site, edit real page content across screen sizes, manage CMS content and understand saving versus publishing.
- [General tools](https://docs.srvzr.com/workspace/general): Detailed guides to navigation, intake, people, scheduling, communication, and beta surfaces.
- [Layout Builder](https://docs.srvzr.com/workspace/layout-builder): A detailed manual for designing event floor plans, seating, fixtures, templates, saving, and versioning.
- [Layouts](https://docs.srvzr.com/workspace/layouts): Save reusable room plans, apply starter templates, reuse table blocks and understand collaboration and version history.
- [Other tools](https://docs.srvzr.com/workspace/other): Detailed guides to snippets, marketplace, files, integrations, and settings.
- [Plans, credits, and access](https://docs.srvzr.com/workspace/plan): "The plan screen shows the selected business\u2019s subscription, feature access, add-ons, and token usage."
- [Complete product manual](https://docs.srvzr.com/workspace/product-manual): An end-to-end guide to every SRVZr workspace surface and the way the features work together.
- [Remote robot operation](https://docs.srvzr.com/workspace/remote-operation): "Understand the unit, session and control requirements for driving, immersive teleoperation, arms and room scanning."
- [Services & commerce](https://docs.srvzr.com/workspace/services-commerce): Detailed guides to offerings, rentals, inventory, invoices, and payments.
- [Servo workspace](https://docs.srvzr.com/workspace/servo): Manage robots, Stints, and policy work.