Summary: Complete these items before training or entering live work.

Quick answer

Set up core maintenance records, learn the workflow with a few test jobs, and align billing before going live.

What you need

• WinServe+ access
• Appropriate role/permissions (as required)

Steps

1. In **Maintain**, configure at minimum: **Job Type**, **Dispatcher** (one per branch with email), **Customer Type**, **Default Due Dates**, **Diligence Phrases** (required for the smartphone app), **Notary** (if used), and **Server Coverage Areas**.
   media/winserve-quick-start-checklist-01.png

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2. Use **HELP ▸ LOAD MODELS** after you change affidavits, proofs, invoices, or work‑order models.
   media/winserve-quick-start-checklist-02.png

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3. Update to newer versions using **HELP ▸ UPDATE PROGRAMS**, and always exit via **FILE ▸ EXIT**.
   media/winserve-quick-start-checklist-03.png

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4. Enter a few **test jobs** to practice: order entry → affidavit generation → invoice creation. Ask Tristar Support to help finalize the billing setup that matches your current rate structure.
   media/winserve-quick-start-checklist-04.png

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5. When migrating from another system, enter **all new work** into WinServe+; later, bring forward slow‑pay accounting balances to reduce rekeying.
   media/winserve-quick-start-checklist-05.png

   [Insert screenshot for Step 5]

Confirm it worked

You can successfully open order entry screens, select maintained data, print a work order, create a proof, and generate a test invoice.

Troubleshooting

If due dates are missing on new orders, ensure **Maintain ▸ Default Due Dates** includes entries for every job type and service level. If smartphone statuses are missing, add **Diligence Phrases** and mark the server‑app options as needed.

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