Getting Started
Account setup, your first job, your first invoice.
A practical, in-order setup path for a brand-new account: what to configure first, what can wait, and the order that saves the most rework.
The company profile is the source of truth for everything customer-facing — invoice headers, email signatures, the timezone every appointment is read in. Get it right on day one.
Add staff users with the right roles and team assignments. The judgment calls — when to use built-in roles vs. custom ones, when to share vs. split — matter more than the clicks.
A complete, multi-week setup plan for a marina running on Suprata. Slips, dry storage, mooring, packages, maps, meters, audit walks, folio billing, and what order to do them in.
Suprata splits 'who you do business with' into two entities — Accounts and Contacts. Mixing them up causes real headaches at billing time. Here's the difference and when to use which.
A practical setup plan for an RV park or campground running on Suprata. Sites, hookups, packages, long-stays, pet policies, audit walks, and the order to do it in.
A comprehensive setup plan for an HVAC, plumbing, electrical, or general service company on Suprata. Job types, dispatch, technicians, parts, agreements, and getting to first invoice fast.
A practical setup plan for a computer repair shop, IT service company, or small MSP running on Suprata. In-store vs. in-field jobs, equipment intake, parts inventory, and managed-service billing.
A setup plan for a boatyard or marine service company that combines service jobs (engine work, hull repair, electrical) with asset rentals (slip rental, dry storage). The hybrid case where reservations and jobs both matt...
How to model a property management company in Suprata: one company managing 30 properties, where each property is its own account, and the property manager is a contact shared across them all.
The full chain a customer travels through Suprata — from the moment the phone rings to a paid, synced, reviewed job. The 10-foot view of how every feature snaps together.
Before you set up a single tax rate, decide which strategy matches your business: one-size-fits-all, by line type, by jurisdiction, or by customer. Picking the right one on day one prevents painful re-issues later.
What a good dispatcher does in the first 30 minutes of the day — checking the board, triaging overnight messages, confirming appointments, and sending crews out without surprises.
The thirty minutes between when the last tech rolls in and the office shuts down. What to close, what to send, what to flag for tomorrow — and why skipping any of it costs you next week.
The monthly bookkeeping pass — reconciling to QuickBooks, working the aging report, sending statements, processing recurring invoices, and closing the books for the month.
A new household calls. The full new-customer flow — search first, create the Account, capture the Contact, set terms, schedule the first appointment, send confirmation — without missing the small things that bite later.
Onboarding a business is fundamentally different from onboarding a household — multiple contacts, Net terms, possibly an agreement, possibly QuickBooks mapping. The full multi-contact intake flow.
Same-day or after-hours service. The shortcuts that work, the shortcuts that bite, and how to document well enough that the inevitable billing argument has a clear answer.
Coming from ServiceTitan, Housecall Pro, QuickBooks-only, or Excel? The order of operations that minimizes data loss, the parts you should *not* migrate, and the parallel-running discipline that prevents mid-cutover chao...