How Can We Help?
Guides, answers and step-by-step docs to get the most out of SafeServe.
Getting started
Set up your account, locations and first checklists.
8 articlesChecklists & tasks
Create templates, schedule tasks and track completion.
12 articlesTemperature monitoring
Connect sensors, set limits and manage alerts.
10 articlesTeam & permissions
Invite staff, assign roles and manage access.
7 articlesAudits & reports
Run audits, score results and export reports.
9 articlesAccount & billing
Passwords, invoices, plans and security settings.
6 articlesQuick Answers
Setting up your first locationGetting started
Go to Settings → Locations → Add location. Enter the name and address, then pick a starter checklist pack. Your location is ready to use straight away.
Inviting staff to SafeServeTeam & permissions
Open Team → Invite. Enter each person's email or phone number and choose a role (Staff, Supervisor, Manager or Admin). They'll receive a link to join.
Creating a checklist templateChecklists & tasks
Go to Checklists → Templates → New. Add questions (yes/no, temperature, photo or signature), set the schedule and assign it to locations.
Adding a wireless temperature sensorTemperature monitoring
Go to Temperatures → Sensors → Add sensor. Scan the QR code on the device, name the fridge or freezer, and set the safe range. Readings appear within a few minutes.
Changing alert recipientsTemperature monitoring
Open any sensor and select Alerts. Choose who gets SMS, email or push notifications, and how long a reading must stay out of range before alerting.
Exporting an audit reportAudits & reports
Open Reports, choose the date range and locations, then select Export → PDF or Excel. Reports include signatures, photos and corrective actions.
Resetting your passwordAccount & billing
On the login page, select Forgot password. Enter your email and follow the link we send you. Links expire after 30 minutes.
Downloading invoicesAccount & billing
Admins can find every invoice under Settings → Billing → Invoices. Select any invoice to download it as a PDF.
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Product Guides
Step-by-step documentation for every part of SafeServe.
Setup guide
- Account & locations
- Importing checklists
- Onboarding your team
- Mobile app install
Sensors
- Supported devices
- Installing sensors
- Calibration
- Troubleshooting
Reporting
- Dashboards
- Scheduled reports
- Audit scoring
- Data exports
Admin & API
- Roles & permissions
- Single sign-on (SSO)
- API overview
- Webhooks
Still need help?
Our support team replies within 2 hours on business days.