Provider guide

How to get started
on Servvo.

A step-by-step guide to connect your bank, add clients, and start getting paid โ€” in minutes.

Download on the App Store What to have ready

The setup

In 4 simple steps.

Set up your business and start collecting payments in minutes.

1
Create your account

Sign up with your name, email, and business details.

2
Connect your bank

Link your bank securely with Stripe so you can get paid.

3
Add your clients

Save them or invite them with a single tap.

4
Create your jobs

One-time or recurring, with price and schedule.

โ†’ And you get paid automatically the moment you mark a job complete.

Before you connect your bank

Have your information ready.

Servvo uses Stripe to process payments. Stripe verifies your identity with bank-level security โ€” just like opening a bank account. Gather these before you start so you can finish in minutes.

๐Ÿข
Business details

Your legal name, address, phone, and business type โ€” sole proprietor, LLC, and so on.

๐Ÿงพ
Tax ID number

Your EIN if your business is registered. If you work on your own, your SSN or ITIN.

๐Ÿ†”
Personal ID

A government photo ID (driver's license, passport, or state ID) and your date of birth. Stripe may ask for it to verify your identity.

๐Ÿฆ
Bank account

The routing number and account number where you want to receive your payments.

Bank-level security

Why does it ask for so much?

Stripe is the same payment technology trusted by thousands of U.S. businesses. By law, it has to verify every business's identity to prevent fraud โ€” that's why it asks for these details. You enter your information directly and securely with Stripe, not with Servvo. Servvo never sees or stores your SSN or full bank account numbers.

Create your account

Get set up in minutes โ€” no monthly fees, no commitment.

Connect your bank with Stripe

This is how the money reaches you. Have the information from the checklist above ready before you start.

  • โœ“In payment settings, tap "Connect with Stripe."
  • โœ“Stripe's secure form opens โ€” you stay in a protected environment the whole time.
  • โœ“Enter the details you prepared: business, tax ID, and bank account.
  • โœ“Stripe verifies your identity. When it's done, you return to Servvo ready to get paid.

๐Ÿ’ก Tip: use the exact legal name that appears on your documents to avoid verification delays.

Add your clients

Keep everyone in one place โ€” the ones you have today and the ones you'll add tomorrow.

Create your jobs

Set the work up once โ€” Servvo handles the scheduling and the billing.

My schedule

Everything you have scheduled, day by day โ€” and one tap to get paid.

Getting paid

And that's how you get paid โ€” no hassle.

1

You mark the job as completed.

2

The automated invoice is sent to the client.

3

The client pays by credit card.

4

The money lands in your bank account.

Ready to get paid
the right way?

Set up your business in minutes. No monthly fees.

Download on the App Store Contact us