Help center
Help & frequently asked questions
Everything you need to get set up and running — from adding the booking button to your site, to payments, recurring jobs, and connecting HubSpot. Can’t find an answer? Email [email protected] and a real person will help.
Getting started
Go from “landed on your site” to “taking bookings” in about ten minutes.
How do I add online booking to my website?
Paste one line of code where you want the button to appear. It works on Wix, Squarespace, Framer, WordPress, and most site builders — no developer needed. Prefer not to touch your site? Use the free hosted booking page and share its link, or drop it in your link-in-bio.
Do I need to be tech-savvy?
If you can copy and paste, you can set it up. Most businesses are live in about ten minutes. The setup wizard walks you through your services, pricing, and payment connection step by step.
What kinds of businesses is Sorvius for?
Any local service you can put a price on — lawn care, house cleaning, snow removal, pressure washing, landscaping, pool & spa, handyman, pet services, and more. If customers ask “how much and when,” Sorvius books it. One login covers every service and season, so you don’t need separate tools as you add offerings.
I already have a contact form — why do I need this?
A contact form collects names; Sorvius collects booked jobs. Keep your form for questions and add an instant-quote button for people ready to hire — you respond in zero minutes instead of hours, and lock in the customer before they shop around.
Pricing & quotes
You stay in control of every price — no AI guesswork.
How does instant pricing work?
You build a rate card — price by size, by the hour, by unit, or a flat rate — and customers get an instant price from it when they book. You always confirm the final price before the first visit, so nothing is charged on a number you didn’t approve.
Can I take quote requests instead of showing a price?
Yes. For jobs you’d rather price case-by-case, customers submit a request instead of getting an instant number. You review the details, send a quote from your dashboard, and the customer confirms it in one click before anything is scheduled or charged.
Can I add, change, or remove services later?
Any time. Edit your services and rates from the dashboard whenever your pricing or offerings change — including seasonal services you only run part of the year.
Payments & billing
Customers pay you directly through your own Stripe account.
How do payments work?
You connect your own Stripe account in a couple of clicks. Customers pay you directly, and Stripe deposits the money to your bank on its normal schedule. Sorvius never holds your funds.
When is my customer charged?
The customer saves a card when they book, but nothing is charged upfront. You’re paid per completed visit — you mark a visit done, confirm the price, and the saved card is charged for that visit. Recurring jobs charge automatically after each completed visit.
Can I capture bookings without taking online payments?
Yes. If you’d rather arrange payment directly with the customer, you can turn off online payments and still use Sorvius to capture quotes and bookings.
What does Sorvius cost?
Standard is $39/mo and Pro is $79/mo — both include unlimited bookings. Every plan starts with 14 days free. You add a card before going live, but nothing is charged until the trial ends; cancel before day 14 and you won’t be charged. No setup fees or contracts — upgrade, downgrade, or cancel any time from Settings → Billing.
What’s the difference between Standard and Pro?
Standard covers instant quotes, booking, scheduling, payments, and your customer list. Pro adds deposits (take a deposit before the first visit) and team access — invite crew who see only their assigned jobs, never your pricing or revenue. You can start on either plan and switch whenever you like.
Bookings & scheduling
Recurring jobs, reminders, and changes handled for you.
Does Sorvius handle recurring jobs?
Yes. Customers can book one-time or on a repeating schedule — weekly, every two weeks, or monthly. Sorvius creates the upcoming visits automatically, and each one charges after it’s completed.
Do customers and I get reminders?
Customers receive booking confirmations and visit reminders by email (and SMS where enabled), and you get an alert with an attached calendar file for every new booking so it lands straight on your schedule.
Can I add a booking myself?
Yes. Alongside bookings that come in through your widget, you can create bookings manually from the dashboard for jobs you take by phone or in person.
How do I cancel a booking?
Open the booking and choose Cancel. Bookings you created manually are simply removed. For bookings made through your widget, the customer is automatically emailed that it’s cancelled, any not-yet-charged visits are stopped, and the booking is kept for your reference under the Cancelled filter.
Integrations — HubSpot
Keep your CRM in sync automatically. Available on the Pro plan.
Does Sorvius integrate with HubSpot?
Yes. On the Pro plan you can connect your HubSpot account so every booking flows into your CRM automatically — no exports, no copy-paste.
What syncs to HubSpot?
Each customer becomes a Contact and each job becomes a Deal, created and kept up to date as bookings are made and confirmed. Sorvius only writes the records tied to your bookings; it never reads or changes the rest of your CRM.
How do I connect HubSpot?
In your Sorvius dashboard, go to Settings → Integrations, click “Connect HubSpot,” and authorize the connection in HubSpot. It takes a few clicks. New bookings start syncing right away.
How do I disconnect HubSpot?
Go to Settings → Integrations in your dashboard and click Disconnect. Records already in HubSpot stay put; Sorvius simply stops sending new updates.
Which HubSpot permissions does Sorvius request?
Only what it needs to sync your bookings: permission to create and update Contacts and Deals. Sorvius does not request access to your other CRM data, marketing tools, or settings.
Account & support
How do I get help?
Email us at [email protected] and a real person will help — whether you’re setting up, connecting Stripe or HubSpot, or troubleshooting a booking.
How do I cancel my Sorvius subscription?
From Settings → Billing you can cancel any time. Your bookings and customer records stay accessible, and you can restart whenever you’re ready.
Still stuck? Email [email protected] or get in touch. Ready to try it? Get started.
Ready to stop chasing leads?
Add booking to your site in the next ten minutes and turn visitors into booked, paid jobs.
Get started14 days free, then $39/mo. Cancel anytime.