Your first 14 days on Service ProSuite — a day-by-day playbook

# Days 1-3: import Bring in your 20-100 highest-value clients via CSV. Skip the rest — you'll add them as they come. # Days 4-7: schedule Set up recurring jobs for your top 10 monthly clients. Watch the calendar fill in for the next 12 months. # Days 8-10: invoicing Run one monthly billing cycle. See the auto-invoice roll-up. # Days 11-13: dunning Turn on 90-120 day auto-remind. Preview the write-offs you could do at 365+. # Day 14: decide By now you know if this saves you time. Cancel is one click. Or don't.