When something will not behave

Check their spam folder, then re-send from the job’s People section. Clients who never log in also get an automatic nudge. If the address was wrong, fix it and re-send; they set their own password from the link.

Repeated failed logins rate-limit and then lock the account for a while, and every attempt is recorded. Wait it out or use the password reset, which sends a single-use, time-limited token.

Remove them in Team. Access cuts instantly and every device is signed out. Their name stays on the work they did.

Permissions, not a bug: a switched-off capability removes its surface entirely. Check the role’s thirteen switches in Team. On the employee portal, whole tabs only appear once the company uses those features.

It needs BOTH switches: Portals > Field features > Time clock, and Portals > What your crew can see > The time clock. The screen warns when only one is on.

A checklist reaches somebody only after you pick who it is for. Open it and assign a person.

The uploader needs the Add photos capability on their role, on top of seeing the button.

If the task demands photos, it cannot be ticked until they are on it, and the refusal says how many are missing.

Signed files are locked for everyone, including us. Send an addendum or a change order; the record shows both, which is exactly what wins the argument later.

Adjust it up or down with a required reason that stays on the record. Invoices are never quietly edited.

Client card payments simply fail on their side and they can retry. Your own subscription payment failing starts automatic dunning emails; at seven days the workspace turns read-only, and it comes back the moment payment succeeds.

Servora never calculates a rate. It charges exactly the rate you typed, or nothing if you left it off. Check the rate on the estimate.

Clients and payments as CSV whenever you want, any one job’s documents as a zip, and 1099 totals as CSV on the GC plan. There is no single whole-account archive yet, and photos are not part of an export. We say this before you buy, not after.

The workspace turns read-only and stays available to export. Nothing is on a countdown and nothing is deleted on a schedule. Ask us when you want it removed, and we remove it.

No. The core platform does not send your workspace data to any AI model and does not use it to train one.