Implementation Checklist Overview

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 Checklist section below.

• 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 Implementation Checklist

The following topics are listed in order of the Implementation Checklist:

1. Configure Company Information

2. Create Tax Codes

3. Define Zones and Manage ZIP Codes via the Zone Manager

4. Setup Master Products & Services List

• Master Service-Product Categories

• Defining Service Units

• Master Services List

• Master Service Items

• Master Products List

• Master Product Items

Enable Inventory Management (Optional)

5. Set up Price Levels:

   • Price Levels Overview

   • Managing Price Levels

6. Set Up Campaigns

7. Set Up Substatuses

8. Setup Idiolect and Vocabulary

9. Define and Configure Note Reasons

   • Adding Note Reasons

   • Editing Note Reasons

   • Deleting Note Reasons

10. Set Up Required Fields

    • Customer Requirements and Defaults

    • Job Requirements and Defaults

    • Employee Requirements

11. Define and Configure Employee Roles

12. Configure and Setup Payroll

13. Configure Scheduling Options

14. Creating Employees

15. Create Teams

16. Configure Service Contracts (Optional)

17. Define and Configure Customer Subtypes

18. Enable Equipment Tracking (Optional)

19. Configure Reporting Options

20. Create User Groups and Assign Security Rights

21. Integrate with Accounting Software

22. Creating Customers

• Importing Data (Customers) (Optional)
   

23. Enable and Configure Credit Card Processing