Getting Started Guides
ServiceLedger offers two written documentation sources for learning how the software works: our full Online Manual and our Getting Started Guides, which are listed below.
Our Getting Started Guides are designed to make you proficient at any module you choose without having to go through an entire manual just to find the information you need. Each guide is designed to be self-sufficient and provide you with all the information you need for any specific module or function of ServiceLedger.
The getting started guides below introduce each section independently so you can get going quickly with any specific part of the software.
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Getting Started Right |
This guide will assist you with the many options available to you to quickly install, train and get support on ServiceLedger. Discusses many of the free support options available and important numbers and email addresses for you to remember. |
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| This guide will assist you in getting ServiceLedger setup including creating your company, users, tax rates, marketing sources, territories, skills and assets. | |
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This guide will assist you in setting up your technicians and sub-contractors. |
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| This guide will assist you in creating items, differences between different types of items, inventory control, serialized inventory and more. | |
| This guide will assist you in creating customers and prospects, tracking history and more. | |
| This guide will assist you in creating equipment records for your customers, tracking service history on equipment and using the PM Scheduler. | |
| This guide will assist you in creating and managing quotes, converting quotes to work orders or invoices, forecasting quotes, tracking reason codes of why you win or lose business and more. | |
| This guide will assist you in creating and managing service agreements, including agreement invoicing, agreement coverage and agreement renewals. | |
| This guide will assist you in creating work orders, updating work orders with tasks, invoice charges, equipment service, time entries, etc. and how to create invoices from work orders. | |
| This guide will assist you in creating tasks and using the Task Scheduler. | |
| This guide will assist you in using the right scheduler for your needs, how do schedule jobs and more. | |
| This guide will assist you in the dispatching functions of ServiceLedger. | |
| This guide will assist you in using the Payables function of ServiceLedger. | |
| This guide will assist you in using the Project Manager function of ServiceLedger. | |
| This guide will assist you in using the Receivables function of ServiceLedger. | |
| This guide will assist you in getting setup to use the email notification features of ServiceLedger. | |
| This guide will provide installation and operation instructions for using the ServiceLedger QuickBooks Link. | |
| This guide provides configuration and operation instructions for using the ServiceLedger Technician Web Portal. |