The Implementation Checklist is designed to help you setup ServiceCEO to work with you. It lists the lists and options that you need to configure, at a minimum, before starting to use ServiceCEO to run your business.
The Implementation Checklist is available in several places:
Online as a PDF file. This is the clearest printable version.
The ServiceCEO's Help System Table of Contents.
The Implementation Training Series Video Library section of the Member Center.
For a printable version of all of the Implementation Checklist topics, please Click Here (PDF).
The following topics are listed in order of the Implementation Checklist:
Define Zones and Manage ZIP Codes via the Zone Manager
Setup Master Products & Services List
Enable Inventory Management (Optional)
Set up Price Levels:
Setup Idiolect and Vocabulary
Configure Service Contracts (Optional)
Enable Equipment Tracking (Optional)
Importing Data (Customers) (Optional)