SS2 End-User Documentation

System documentation organized by module. Each doc covers the module’s screens, fields, workflows, permissions, and integration points.

Every module doc follows a standard structure:

1. Overview — what the module does
2. Key Concepts — essential terminology
3. How It Connects — upstream/downstream data flows
4. Numbered screen-by-screen reference sections
5. Permissions — role-based access control
6. Worked Examples — step-by-step scenarios
7. Business Rules — constraints, automations, workflows, cross-module effects
8. Troubleshooting / FAQ — common issues and solutions
9. Tips & Notes — practical guidance

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Getting Started

New to ServiSuite? Start here.

Getting Started What ServiSuite is, how the modules connect from first contact to cash, where to begin for your role, and how to stand up a new organization

Working in SS2 Navigation basics — the sidebar and app bar, your Home dashboard, Favorites, the search grids, saved views, and saved grids shared across every module, and the AI assistant

Dashboards Your Home dashboard and named dashboards — the prebuilt widget catalog, starter dashboards, the chart editor, parameters, sharing, the Business Overview, and building dashboards with the AI assistant

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Modules

Financial

General Ledger (GL) Chart of accounts, journal entries, subledgers, cost centers, budgets, period closing, and the Business Overview dashboard

Accounts Payable (AP) Vendor invoices, the document queue, payment runs, check printing, prepayments, and bank reconciliation

Accounts Receivable (AR) Customer management, sales orders, invoices, shipments, cash collection, and deposits

Payroll Timesheets, payroll computation, employee records, and self-service portal

Operational

Inventory Purchasing, receiving, storage, allocation, movement, counts, and cost tracking

Job Costing Project contracts, estimates, expense posting, billing, and closeout

Service Work orders, dispatch, scheduling, service contracts, equipment, flat-rate pricing, and the document queue

Sales Orders & Invoices Order-to-cash cycle for product sales — orders, invoices, shipments

CRM Sales pipeline — leads, proposals, templates, communications

Mobile App The technician app — schedule, work order, sales and job visits, billing, payments, forms, proposals, time clock

System

Reports Built-in and custom reports with parameters, export, and sharing

Administration & Utilities Users, roles, permissions, integrations, and operational tools

Permissions Reference Every role permission by category, what it allows, and how roles and permission overrides combine

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Reference

Glossary Cross-module term definitions (A–W) with module annotations

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Module Relationships

GL ←──────── AP (invoices, payments)
GL ←──────── AR (invoices, receipts)
GL ←──────── Payroll (wage postings)
GL ←──────── Inventory (receiving, adjustments)
GL ←──────── Job Costing (expense postings)
GL ←──────── Service (WO invoicing)

AR ←──────── Service (WO invoices)
AR ←──────── Sales Orders (SO invoices)
AR ←──────── CRM (proposals → WOs)

Inventory ──→ AP (PO receiving → invoices)
Inventory ──→ Service (material allocation)
Inventory ──→ Sales Orders (SO fulfillment)
Inventory ──→ Job Costing (material picks)

Payroll ←──── Service (mobile time sync)
Payroll ────→ Job Costing (labor costs)

CRM ────────→ Service (proposals → WOs)