---
title: "Setup Checklist"
canonical: "https://support.servissoftware.com/space/SERVISDOCS/3472916486/Setup%20Checklist"
format: markdown
---
## Follow these 6 easy steps to setup Servis

1. Connect your **Accounting Package** (e.g. **[Xero](https://retriever.atlassian.net/wiki/spaces/SERVISDOCS/pages/3472556035)**) to import all your existing **Customers**, **Billable items** (e.g. Products & Services), **Tax codes** and **Accounts** into Servis.
  1. Billable items are used to create Quotes & Invoices.
  2. Customers created in Servis will be added to your Accounting Package once the first invoice for that customer is sent in Servis.
2. Setup **[Job Types](https://retriever.atlassian.net/wiki/spaces/SERVISDOCS/pages/3472982022)** (e.g. Gardening) & **[Job Tags](https://retriever.atlassian.net/wiki/spaces/SERVISDOCS/pages/3472621601)** (e.g. Key Required)
3. Invite other **[Users](https://retriever.atlassian.net/wiki/spaces/SERVISDOCS/pages/3472588859)**** **(admin, finance, office or mobile users)
4. Setup **[Business Hours](https://retriever.atlassian.net/wiki/spaces/SERVISDOCS/pages/3472195615)** for scheduling using the Planner (default is 7am-4pm Monday to Friday).
5. Upload your **Business Logo** for professional looking Quotes and Invoices.
6. Customise **Invoice Settings** like payment terms and footer text.

### Step 1 Alternative

If you don’t have an Accounting Package or there is no integration in Servis yet for yours, you'll need to do the following steps as part of Step 1:

1a) One of our friendly onboarding team members can import your Customers (and Sites) for you. Please provide them in as close as possible format to the examples below:

  

 





1b) Setup Tax codes and Accounts or use ones provided.

1c) Create [Billable items](https://retriever.atlassian.net/wiki/spaces/SERVISDOCS/pages/3472261158) (e.g. Products & Services) for commonly billed services and materials.