How to

12 articles with this tag

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.

9 views Jun 18, 2026
Timesheets
Timesheet Overview - Understanding the Workflow

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

9 views Dec 22, 2025
Timesheets
Timesheet Permissions and Real-World Scenarios

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

7 views Dec 22, 2025
Getting Started
Creating and Managing Clients

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

7 views Dec 22, 2025
Timesheets
Approving and Managing Timesheets

Complete guide to reviewing, approving, rejecting, and closing timesheets including batch operations and the approval queue.

5 views Dec 22, 2025
Financial & Cost Tracking
Understanding Cost Tracking in Site Service Pro

Learn about the three different ways to track project costs: Timesheet Materials, Material Invoices, and Project Expenses.

5 views Dec 23, 2025
Projects
Creating and Managing Projects

Complete guide to creating projects, understanding project types, sub-projects, budgets, and team management.

5 views Dec 22, 2025
Financial & Cost Tracking
How to Enter and Manage Material Invoices

Step-by-step guide to entering vendor invoices for project materials, managing approval workflows, and tracking payment status.

3 views Dec 23, 2025
Financial & Cost Tracking
Timesheet Materials: Recording Materials Used During Work

Learn how to record materials used during work through the timesheet system. Track consumables, truck stock, and inventory items tied directly to labor activities.

3 views Dec 23, 2025
Timesheets
Creating and Submitting Timesheets

Step-by-step guide to creating timesheets, adding labor entries, equipment, materials, and submitting for approval.

3 views Dec 22, 2025
Financial & Cost Tracking
Managing Project Expenses

Learn how to track miscellaneous project costs, employee reimbursements, and other expenses not captured on timesheets or material invoices.

2 views Dec 23, 2025
Team Management
Understanding Users and Permissions

Learn how to manage global users, project team members, classifications, and permissions in Site Service Pro.

1 views Dec 22, 2025