Getting Started

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

8 articles

Configure employee classifications to match your company structure and billing rates.

Learn how to add clients to organize your projects and billing.

Learn how to create and configure projects for tracking time and costs.

Step-by-step guide to adding team members to your Site Service Pro account.

Learn how to configure your company information, logo, and default billing rates.

Complete this checklist to set up your Site Service Pro account and start managing projects.

Learn how to create clients, understand client codes, and manage your client list in Site Service Pro.

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