Creating Your Exoserva Account

system · March 2, 2026, 11:45pm

Get from the Exoserva landing page to your first dashboard view in about 5 minutes.

Estimated time: 5 minutes

Before You Begin

A modern browser
A work email you can check in the next few minutes
Optionally: company name and phone number — both make recovery and onboarding smoother

Step 1: Open exoserva.com

Tip: The flag in the top nav switches language. 11 languages available: English, Español, Русский, Français, Deutsch, Português, 中文, 日本語, 한국어, Italiano, Tiếng Việt.

Step 2: Click “Start Free Trial”

Click Start Free Trial in the hero (or the same button in the top-right nav).

Step 3: Fill in Your Account Info

Fill in:

First name, Last name, Work email (required)
Company name, Phone Number (optional)

Tip: Add company name even though it’s optional — it shapes how your workspace, invoices, and customer-facing emails look from day one.

Step 4: Set a Password

Enter a password (8+ characters), then re-enter it to confirm. Click the eye icon if you want to verify what you typed.

Step 5: Accept Terms and Continue

Tick I agree to the Terms of Service and Privacy Policy and click Continue →.

Step 6: Personalize Your Business

Answer the 6 quick questions: business type, team size, monthly job volume, features needed, service area, and how you heard about Exoserva. Each step has keyboard shortcuts (1, 2, 3…) and a Back button.

Tip: Your answers shape default suggestions, not hard limits — change anything later in Settings.

Step 7: Land on Your Dashboard

You’re in. The Getting Started checklist on the dashboard guides your next setup tasks (add a customer, create a job, send an estimate, invite team members).

Tip: If you log out and come back, go to exoserva.com/login and tick Remember me on trusted devices. The personalization wizard runs only once.

Verification (if required)

If Exoserva sends you a verification email, click the link to confirm. No email after a couple of minutes? Check spam, then resend from the in-app prompt.

Real-World Example

You’re a plumbing contractor finishing your last job and decide to try Exoserva. From clicking Start Free Trial to seeing your dashboard takes ~5 minutes — most of it is the personalization wizard (“Service Business, 2-5 people, ~50-200 jobs/month, Regional”). Your dashboard’s Getting Started checklist already shows the right next steps for your size.

What’s Next?

Setting Up Your Company Profile — branding, tax IDs, business hours
Your First Look: Dashboard Overview — what each panel shows
Adding Team Members & Assigning Roles — invite your dispatcher, technicians, and managers
Setting Up Voice AI — turn on your 24/7 AI receptionist

Need help? Post in the Tech Support category or contact support@exoserva.com.