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Getting Started

Welcome to Site Service Pro! Follow these guides to set up your account and start managing your projects.

8 articles
Timesheets

Learn how to track time, manage timesheets, and run time reports

5 articles
Documents

Manage and organize your project documents, files, and attachments

3 articles
Time & Labor

Learn how to manage timesheets, schedule resources, and track employee hours and labor costs.

5 articles
Financial & Cost Tracking

Learn how to track project costs, manage material invoices, expenses, and maintain accurate financial records.

4 articles
Projects

Create, manage, and track your construction projects from start to finish

3 articles
RFIs

Create, track, and respond to Requests for Information (RFIs) across your projects with internal and external collaboration.

3 articles
Reports

Generate standard reports, AI-powered analyses, field reports, forecasts, and data exports for your projects.

5 articles
Team Management

Add team members, manage roles and permissions, and organize your workforce

4 articles
Billing & Subscription

Manage your subscription, billing information, and payment methods

1 articles
Troubleshooting

Solutions to common issues and how to resolve them

1 articles
FAQs

Frequently asked questions about Site Service Pro

1 articles
AI & Intelligence

Learn how to use Site Service Pro's AI-powered features including AI Chat, AI Reports, and intelligent data analysis.

6 articles

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.

166 views Jan 1, 2024

Popular Articles

What plans are available?
FAQs
548
Can't Log In to My Account
Troubleshooting
440
How to Log Time
Timesheets
351
Adding Team Members
Team Management
229
Welcome to Site Service Pro
Getting Started
166
Managing Your Subscription
Billing & Subscription
111

Hot Topics

Documents Overview
Documents

An overview of document management in Site Service Pro: project documents, business documents, and admin documents with AI-powered analysis.
Timesheet Overview - Understanding the Workflow
Timesheets

Learn the complete timesheet lifecycle from creation to closure, including statuses, roles, and the approval process.
Creating and Submitting Timesheets
Timesheets

Step-by-step guide to creating timesheets, adding labor entries, equipment, materials, and submitting for approval.
How to Enter and Manage Material Invoices
Financial & Cost Tracking

Step-by-step guide to entering vendor invoices for project materials, managing approval workflows, and tracking payment status.
Timesheet Permissions and Real-World Scenarios
Timesheets

Detailed guide to timesheet permissions with real-world scenarios including third-party inspectors, multi-project managers, and field crews.

Featured Articles

FAQs
What plans are available?

Learn about the different Site Service Pro subscription plans.

548 views Jan 1, 2024
Timesheets
How to Log Time

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

351 views Jan 1, 2024
Getting Started
Welcome to Site Service Pro

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

166 views Jan 1, 2024
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.

12 views Feb 22, 2026
Team Management
Employee Scheduling - Planning Your Workforce

Complete guide to scheduling employees to projects, managing shifts, handling conflicts, and tracking availability.

10 views Dec 22, 2025
AI & Intelligence
Meeting Transcriptions - Complete Guide

Learn how to capture, manage, and analyze meeting transcriptions with AI-powered extraction of action items, decisions, follow-ups, and risks. Integrate meeting data with AI Reports for comprehensive project analysis.

7 views Jan 6, 2026

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.

2 views
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.

10 views
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.

4 views
Documents
Admin Documents & AI Analysis Guide

Learn how to use Admin Documents for contracts, scopes, and change orders with AI-powered extraction of key dates, amounts, and terms.

0 views Feb 22, 2026
Documents
Project & Business Documents Guide

Step-by-step guide to uploading, organizing, and managing project documents and company-wide business documents.

0 views Feb 22, 2026

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