Articles tagged setup
Connecting Stripe to Suprata is what unlocks online payment links on every invoice. Here's the connect flow, what to test before going live, and the safety steps that prevent the most expensive first-week mistakes.
How to connect your Twilio account to Suprata so you can send and receive SMS — what credentials to copy, which phone number to buy, and how to test that everything works.
When a one-off invoice isn't the right answer — service agreements bind a customer to a recurring program. Here's when to use one, the basic flow, and the mistakes that cost the most.
Add one real, individual bookable thing — a specific slip, site, cabin, or unit — and walk it through a full booking before you add the rest of your inventory.
Walk through the QuickBooks setup wizard — account mappings, class mappings, payment-method mappings, sync settings — and what to verify after the first sync runs.
Don't connect QuickBooks first and figure things out later. The five things you need lined up before clicking Connect determine whether the first sync runs cleanly or you spend a week untangling duplicates.
Asset types are the categories your bookable inventory falls into — slips, sites, cabins, units. Get these right first, because every asset inherits its defaults from its type.
Suprata's outbound email is what carries every invoice, appointment confirmation, and customer notification. Built-in or custom SMTP — here's how to choose, and how to make sure your mail actually lands in inboxes.
Outbound email is half the story. The other half is what happens when the customer hits Reply — and where that reply lands. IMAP polling closes the loop so customer replies become records inside Suprata, not lost message...
Text messages get answered when emails get ignored. Add SMS for appointment confirmations and on-the-way alerts and your no-show rate drops. Here's the Twilio connect, the templates that work, and the compliance basics.
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 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.
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.
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.
When you're booked solid and customers are still calling, a public waitlist gives them a way to wait their turn instead of going to a competitor. Here's how to set one up, what to ask for on the form, and how to keep the...
The 10-step new-tenant wizard walks brand-new accounts through the minimum setup. What each step does, what it doesn't cover, and how to revisit any step you skipped.
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.