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Getting Started

Getting Started
Welcome to Site Service Pro

Learn the basics of Site Service Pro and how to get your account set up for success.

Featured Articles

FAQs
What plans are available?

Learn about the different Site Service Pro subscription plans.

Timesheets
How to Log Time

Learn how to track your work hours using Site Service Pro's timesheet feature.

Getting Started
Welcome to Site Service Pro

Learn the basics of Site Service Pro and how to get your account set up for success.

RFIs
RFIs Overview

An overview of the Request for Information (RFI) system in Site Service Pro: create, track, distribute, and close RFIs across your projects.

Documents
Notes Section: Personal, Project, and External Notes

Use Personal, Project, and External Notes with a clear workflow so your team can capture, find, and act on information faster.

Documents
Tasks System (Work Items): End-to-End Guide

Run Work Items from intake to completion with clear staging, assignment, status control, and integration-ready API support.

Recently Updated

Projects
Managing Documents: Business and Project Files

Learn how to upload, organize, and manage documents at both the business and project level, including categories, permissions, and best practices.

Team Management
Equipment Scheduling: Managing Your Assets

Learn how to schedule equipment to projects, track availability, manage maintenance windows, and coordinate equipment with your workforce.

Projects
Tracking Project Costs: Expenses and Materials

Learn how to track project costs including other expenses (permits, tools, supplies, travel) and material purchases from vendors using material invoices.

Documents
Notes Section: Personal, Project, and External Notes

Use Personal, Project, and External Notes with a clear workflow so your team can capture, find, and act on information faster.

Team Management
API Keys and Integration Scopes

Create, scope, rotate, and troubleshoot API keys for secure Notes and Work Items integrations.

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