Getting Started Checklist
Welcome to Site Service Pro! Follow this checklist to get your account set up and ready for business.
Initial Setup (Day 1)
1. Update Your Company Information
- Go to Admin → Business Info
- Enter your company name
- Add your company address
- Upload your company logo
- Set your default billing rates
2. Configure Employee Classifications
- Go to Admin → Employee Classifications
- Review the default classifications (Journeyman, Apprentice, Foreman, Office)
- Add any additional classifications your company uses
- Set pay rates and bill rates for each classification
- Remove any classifications you don't need
3. Add Your Team
- Go to Admin → Users
- Click Add User for each team member
- Assign appropriate roles:
- Admin: Full access to all features
- Employee: Can log time and view assigned projects
- Set each user's classification and rates
Getting Started with Work (Week 1)
4. Add Your First Client
- Go to Clients
- Click Add Client
- Enter client company name and contact info
- Add billing address and any special notes
5. Create Your First Project
- Go to Projects
- Click New Project
- Select the client
- Enter project name, address, and description
- Set the project status to "Active"
- Assign team members to the project
6. Start Logging Time
- Go to Time Entry
- Select a project and date
- Enter hours worked
- Add any per diem or truck/tool charges
- Submit your time entry
Next Steps
Once you've completed this checklist, you're ready to:
- Generate invoices for completed work
- Run reports on labor costs and profitability
- Manage ongoing projects and time entries
Need help? Contact support or explore the other articles in this Getting Started guide.