Getting Started
Your first 14 days on Service ProSuite — a day-by-day playbook
July 1, 2026 4 min read·Service ProSuite Team
#Start
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Your first 14 days on Service ProSuite — a day-by-day playbook
# Days 1-3: import
Bring in your 20-100 highest-value clients via CSV. Skip the rest — you'll
add them as they come.
# Days 4-7: schedule
Set up recurring jobs for your top 10 monthly clients. Watch the calendar
fill in for the next 12 months.
# Days 8-10: invoicing
Run one monthly billing cycle. See the auto-invoice roll-up.
# Days 11-13: dunning
Turn on 90-120 day auto-remind. Preview the write-offs you could do at 365+.
# Day 14: decide
By now you know if this saves you time. Cancel is one click. Or don't.