Getting started with

Getting Started Guide
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Getting Started with

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The Service Program is a business software program that works with QuickBooks® to help you manage nearly
all aspects of your service business.
Ideal for numerous service industries, The Service Program is simple to learn, simple to use and
easy on the budget. In fact, we think you’ll find it to be one of the most sensible solutions on the
market.
Getting started with The Service Program doesn’t need to be overwhelming. This guide will
walk you through the five steps to get you on your way from getting the program downloaded,
installed and synched with Quickbooks right on through getting the settings that are right for you
to get on your way to managing your service business and dominating your industry with the
most powerful software suite available for service businesses.
In this guide, you’ll learn how to:
 Download the program (Page 3)
 Install the program (Page 4)
 Update the program (Page 10)
 Starting the program (Page 18)
 Sync the program with QuickBooks® (Page 22)
 Set up the Control Table (Settings) (Page 25)
If you have questions that are not answered here, Feel free to contact our Support Staff.
There are several ways to get in contact with our support staff.
1. Email Training Dept (training@westromsoftware.com) or Tech Support
(customersupport@westromsoftware.com)
2. By Phone 866.480.1879 option 5 for Training or option 2 for Tech Support.
3. Online chat which is accessible at http://support.westromsoftware.com/hc/en-us and clicking on
the icons to chat with training and/or support.
Now, Let’s get started

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The service program can be downloaded at the following location.
Download Link (http://www.theserviceprogram.net/installation2).
If you click on the link CLICK HERE to download The Service Program this will start
the download. The download should be saved to a location like your desktop and not run from
the web. The download should take anywhere between 15 and 30 minutes depending on your
internet connection.
**Note: If you need to install on multiple workstations, after the program is downloaded it can be copied
to a shared location and installed on other pc’s without having to wait for the download again.
That was easy. Now we can move to the next step of installing the software.

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The next step is a little more involved but don’t worry it is rather simple and we will walk
thru it together.
First you should have an icon on your desktop or wherever you saved the download to, it
may be in your downloads folder, and it looks like this.
This is the installation file what we want to do is double click on this and that will start us
on the way to getting the program installed.
Are you ready?
Then double click on the icon and we will get started.
You may see this screen if you do select run It is ok this is a generic windows warning, it
will be ok.

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This is the next screen you will see simply hit the next button.
You can select the, I agree button here and then next.

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You can leave the names as they are and hit the next button here.
Select the Next button.

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We are getting there a few more steps and the software will start installing.
Select the Next button.

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Now the software is installing. If you need a break now is the time to take it.
Now the Access runtime is going to get installed.
Select the I agree check box and then continue.

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That was quick huh? The next screen is the one you have been waiting for.
The install process is now done see that wasn’t so hard.
Now we will check for updates and then sync with Quickbooks.
And you will be ready to start using the program.

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First thing is you will want to make sure that your windows is up to date. Depending on
which operating system you have the process is different. First we will cover Windows 7 and
then Windows 8.
Windows 7 (If you have Windows 8 skip this and go to the section to update Windows 8
instead)
Go to the start menu and select all programs and windows updates. That should bring you to the
following screen.
Hit the express button and let windows check for updates.

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Hit the Install Updates and let windows install updates, depending on how long it has been, there
may be a lot of them just let them install. It may have to reboot the pc to finish installing this ok
and we can start up where we left off.
This is the screen we want to see. If you get this we can skip ahead past the Windows 8 updates.

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Windows 8 (If you have Windows 7 You should have already updated so skip to the next
section)
Hit the windows key and type windows updates
Click and install all updates. You may need to reboot your pc to finish this process but we can
continue where we left off.
Now we can update The Service Program and we will be done.
The Service Program

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Go to Programs, The Service Program, Check for Updates.
Select Next.

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It will let you know if an update is available. If so hit the next button.
We will follow the prompts click on Next.

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Select I agree and next.
Hit Next.

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Select Next.
Select Next.

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Select Next.
Select Finish.
Installation is complete. We have accomplished the first three steps. We have downloaded the
software, installed the software, and updated windows and The Service Program. We are now
ready to get into the software and get started using the software.

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On your desktop you will see The Service Program Icon
If you double click on this icon it will start the program.
Select Don’t Make Changes and the ok button.

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Hit No.
If you are in an environment where you are using a server you will want to point this to that
location. If you are a single user or multiple users and this will be the main computer than the
path should be C:/The Service Program/The Service Program Data folder.
We have walkthrus on how to map a network drive here.
Map Drive Windows 8
Map Drive Windows 7

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This is very IMPORTANT because if you say no to any of these boxes the software will not
work correctly.

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When you start the program for the first time you will need to register the software. This is the
screen you will see.
You will now need the registration email that was sent to you when you purchased the software
it should look something like this.
1. Is the License name exactly how it is from the email
2. Is the serial number
Then hit the ok button.
The next screen you will see will be the login screen. The default is
User Name: admin
Password: admin
Then hit enter twice or the login button.
Alright we have come a long way and we are almost done. We just need to get your data into
The Service Program from Quickbooks.

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1. Will update Customers and Inventory
2. Will update only Customers
3. Will update only Inventory
4. Will update Specific Tables (Templates, Sales Tax, Chart of accts.)
We will select the first button and update Customers and Inventory. For the sync to be
successful we need to have Quickbooks open (for the initial sync we need to be logged in as
Admin and in single user mode).

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Select Yes and the initial synch should be underway.
You will know it is synching as you will see the run query in the bottom right hand window
which should be moving. (If you get an error in syncing please contact Tech Support)
When you see this you are finished, complete, and ready to start using the soft ware
.

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You can see your synch was successful by going to Customer Info drop down and selecting
Customer List this should show you a list of your customers that was synched from
Quickbooks.

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The settings for The Service Program are located in the Misc. Info drop down menu, system,
Control table Maintenance.
There are different tabs corresponding to different areas of the software.
1. Miscellaneous
2. Routes
3. Tasks
4. Email and Web settings
We will go over the stings in these tabs now.

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Red Box: Company Registration Information (shows up on reports as company header)
Blue Box: Sets industry specific settings for TSP.
Orange Box: Default QuickBooks template, AR account and sales tax rate.
Green Box: Various percentages for reports within TSP.
A) Default sales tax items.
B) Setting to turn off My Customer Connect.
C) Turns off Syncing with QuickBooks.
D) Disables Jobs from QuickBooks.
E) Show fixed asset items from QuickBooks.
F) Internal number for a new customer created in TSP.
G) Internal number for a new purchase order in TSP.
H) If set to yes, invoice numbers will match from TSP to QB.
I) Default Purchase Order template from QuickBooks.
J) Switch to tell route tickets which template to use by default.
K) Default sales rep from QuickBooks if none selected.
L) Internal number for a new lead created in TSP.
M) Switch so only active customers will be displayed on the next sync from QB.
N) This setting will treat venders as customers in TSP.
O) Default invoice message to be selected on invoices from TSP.

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A) Displays the customers phone number on route sheets.
B) Displays a popup when changing a date on the route schedule allowing you to update
all the stops to the new date.
C) If you change a note on the route schedule, a popup will prompt you to do this for all
customers.
D) If a new stop is added to the schedule it will re-number the other stops accordingly.
E) Allows mapping with Microsoft MapPoint (Requires MapPoint to be installed).
F) Uses google maps to update lat & long values for customers on the route schedule.
G) Custom field labels for the “Route Sheet Condensed” version.

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A. Display the customer balance on work orders.
B. Show the customers billing address on work orders.
C. Display the customer phone number on work orders.
D. Display the subdivision and gate code on work orders.
E. Show Ship Address Line 1 on the task list.
F. Print task type questions on work orders.
G. Print rental items on work orders.
H. Task print-out template.
I. N/A
J. When pressing the route schedule button you will be prompted to add open tasks onto the
schedule.
K. When printing route sheets that customers also have tasks for, it will show a task
summary on the route sheet.
L. N/A
M. N/A
N. N/A
O. Picks the default sales rep for tasks.
P. Print out customer work order history on tasks.
Q. Change the task list layout on the PC.
R. Change the task detail layout on the PC.
S. When completing a recurring tasks be prompted to update the dates in the series based off
the completed date.
T. Displays the customer parent as a column on the task list.
U. When creating a new task, the task number will also be the PO Number.
V. When creating a new task and the customer has a popup alert, it will be copied into the
task specific notes field.
W. N/A
X. Display driving directions from additional info in the task specific notes field.
Y. Next Task Number.
Z. Show customer notes when printing tasks.

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AB. Displays route info for customer on task printout.
AC. Displays customer equipment on task printout.
AD. Display checklist on task printout.
AE. Be prompted to send email of task to employee when creating a new task.
AF. Notify customer via email on task completion.
AG. Be prompted to send email of task to customer when creating a new task.
AH. Receive a popup if the customer doesn’t have an email address.
AI. Displays task specific notes on task printout.
AJ. Default all invoices to be marked as “Print Later” when posting to QuickBooks.
AK. Convert all task text to upper case.
AL. Default service call length when creating a new task.
AM. Default start time on the calendar/schedule view.
AN. Default end time on the calendar/schedule view.
AO. Refreshes the task list at a certain interval.
AP. Sets the start time in the drop down when creating tasks.
AQ. Sets the end time in the drop down when creating tasks.
AR. Option to have the calendar default to week view or month view.
AS. Custom header for Version 5 template of tasks.
AT. Custom header line 2 for Version 5 template of tasks.
A. Email settings for sending emails from The Service Program, not required as it will use
our internal server if left blank.
B. When sending emails from TSP, we will include this in the “footer”.
C. When pressing email on the route schedule you can set the default message here.
D. When pressing email on the task list, you can set the default message here.
WOW we have completed the getting started process, You can now start using the software
as it is installed, updated, synced, and setup. Thank you and if you need any further
assistance please do not hesitate to contact us.

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