Setup

5 articles with this tag

Getting Started
Adding Your First Client

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

Getting Started
Setting Up Your Company Profile

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

Getting Started
Creating Your First Project

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

Getting Started
Getting Started Checklist

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

Getting Started
Adding Your First Employee

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