Welcome to ServiceSync!

This guide will walk you through the essential steps to get your field service business up and running on ServiceSync in just a few minutes.

Step 1: Create Your Account

Visit servicesync.com/pricing
Click "Start Free Trial"
Enter your business information:
- Company name
- Your name and email
- Phone number
- Industry (HVAC, Plumbing, Electrical, etc.)
Verify your email address
Complete your company profile

Time required: 2 minutes

Step 2: Configure Basic Settings

After logging in for the first time, you'll be guided through essential configuration:

Business Hours

Set when your business operates:

Regular business hours (e.g., Mon-Fri 8 AM - 6 PM)
After-hours availability (optional)
Service areas (zip codes or radius)

Service Types

Add the services you offer:

Click "Settings" → "Services"
Click "Add Service"
Examples: AC Repair, Water Heater Installation, Electrical Panel Upgrade
Set default pricing or hourly rates

Tax Rates

Configure tax collection:

Navigate to "Settings" → "Tax Rates"
Add your local sales tax rate
ServiceSync automatically applies tax to invoices

Time required: 3 minutes

Step 3: Add Your First Customer

Let's add a customer to the system:

Click "Customers" in the main navigation
Click "Add Customer"
Enter customer information:
- Name
- Phone number
- Email
- Service address
Click "Save Customer"

Pro Tip: You can bulk import customers later from a CSV file under "Customers" → "Import"

Time required: 1 minute

Step 4: Create Your First Job

Now let's create and complete a job:

Create the Job

Click "Jobs" → "New Job"
Select the customer you just added
Choose a service type
Set appointment date/time
Add job notes (optional)
Click "Save Job"

Assign a Technician

Click on the job you just created
Click "Assign Technician"
Select yourself (or another technician)
The job will appear on your schedule

Complete the Job

Click "Start Job" when ready to begin
Track time automatically
Add line items:
- Labor: 1 hour at $95/hour
- Parts: Any parts used
- Materials: Supplies consumed
Click "Complete Job"

Time required: 3 minutes

Step 5: Create and Send Your First Invoice

After completing the job, generate an invoice:

From the completed job, click "Create Invoice"
Review line items (labor, parts, tax)
Adjust if needed
Click "Send Invoice"
Customer receives email with PDF invoice and payment link

Pro Tip: Set up "Auto-invoice on job completion" in Settings to skip this step in the future

Time required: 1 minute

Next Steps

Congratulations! You've completed your first job with ServiceSync. Here's what to explore next:

Set Up Your Team

Add technicians: "Settings" → "Team" → "Add User"
Set permissions: Admin, Manager, Technician, Office Staff
Send invitations via email

Install the Mobile App

Download "ServiceSync Mobile" from App Store or Google Play
Technicians log in with their credentials
Access jobs, customer info, and invoicing on the go

Configure Payment Processing

Navigate to "Settings" → "Payments"
Connect Stripe or Square
Enable mobile payments for technicians
Accept cards, ACH, Apple Pay

Enable Automated Communication

Set up automated customer notifications:
- Appointment confirmations
- "On my way" alerts
- Post-job thank you
- Review requests
Go to "Settings" → "Automation"

Import Your Existing Data

Customers: "Customers" → "Import" → Upload CSV
Inventory: "Inventory" → "Import Parts"
Service history: Available via bulk import (contact support)

Integrate with Your Tools

QuickBooks: "Settings" → "Integrations" → "QuickBooks"
Google Calendar: Sync your appointments
Email: Connect Gmail or Outlook
SMS: Set up Twilio integration

Common Questions

How do I add more users?

Go to "Settings" → "Team" → "Add User". You'll be charged $30/month per user (after your first user is free). New users receive an email invitation.

Can I try ServiceSync before committing?

Yes! Your 14-day free trial includes full access to all features. No credit card required to start. Cancel anytime.

What if I need help?

We're here for you:

Live chat: Click the chat bubble in the bottom right
Email: support@servicesync.com
Phone: 1-800-SERVICE (24/7 for urgent issues)
Knowledge base: servicesync.com/docs

How do I cancel if ServiceSync isn't right for me?

Go to "Settings" → "Billing" → "Cancel Subscription". You'll have access until the end of your billing period. We'd love to know why you're leaving - your feedback helps us improve!

Pro Tips for Success

Start small: Don't try to configure everything on day 1. Add settings as you need them.
Use templates: Create job templates for common services to speed up booking.
Go mobile ASAP: The mobile app for technicians is where the magic happens.
Automate early: Set up automated emails and SMS - your customers will love it.
Review reports weekly: Check your dashboard to spot trends and opportunities.

What's Next?

Now that you've completed your first job, dive deeper:

Scheduling & Dispatch - Master route optimization
Customer Management - Build better relationships
Mobile App Guide - Empower your technicians
Reporting & Analytics - Data-driven decisions

Welcome to ServiceSync! Let's grow your business together. 🚀

Quick Start Guide