Getting Started Guides

ServiceLedger offers two main documentation sources for learning how the software works: our full Online Manual and our Getting Started Guides.

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.

Have a suggestion on improving any of the documentation?

Email questions@serviceledger.com so that one of our trainers can review your suggestion and determine if the documentation can be modified or expanded. Our focus is on helping you become more self-sufficient and anything we can do to help accomplish that goal will be considered.

Can't find the documentation you are looking for?

Email questions@serviceledger.com so that one of our trainers can review your question and determine what resources are available to answer your questions.


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.

Getting Started with the Administration Manager

This guide will assist you in getting ServiceLedger setup including creating your company, users, tax rates, marketing sources, territories, skills and assets.

Getting Started with the Resource Manager

This guide will assist you in setting up your technicians and sub-contractors.

Getting Started with the Inventory Manager

This guide will assist you in creating items, differences between different types of items, inventory control, serialized inventory and more.

Getting Started with the Account Manager

This guide will assist you in creating customers and prospects, tracking history and more.

Getting Started with the Equipment Manager

This guide will assist you in creating equipment records for your customers, tracking service history on equipment and using the PM Scheduler.

Getting Started with the Quote Manager

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.

Getting Started with the Agreement Manager

This guide will assist you in creating and managing service agreements, including agreement invoicing, agreement coverage and agreement renewals.

Getting Started with the Service Manager

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.

Getting Started with the Task Manager

This guide will assist you in creating tasks and using the Task Scheduler.

Getting Started with the Scheduling Manager

This guide will assist you in using the right scheduler for your needs, how do schedule jobs and more.

Getting Started with the Dispatching Manager

This guide will assist you in the dispatching functions of ServiceLedger.

Getting Started with the Payables Manager

This guide will assist you in using the Payables function of ServiceLedger.

Getting Started with the Project Manager

This guide will assist you in using the Project Manager function of ServiceLedger.

Getting Started with the Receivables Manager

This guide will assist you in using the Receivables function of ServiceLedger.

Getting Started with the Email Notification Manager

This guide will assist you in getting setup to use the email notification features of ServiceLedger.

Getting Started with the ServiceLedger QuickBooks Link

This guide will provide installation and operation instructions for using the ServiceLedger QuickBooks Link.

ServiceLedger Tech Portal User's Guide

This guide provides configuration and operation instructions for using the ServiceLedger Technician Web Portal.