From Sign-Up to Go-Live —
We Walk With You
Setup is structured, supported, and faster than you expect. Every account follows a proven six-step process.
Kickoff Call
We define your workflow, modules, and team roles before a single setting is touched. You leave the call with a clear setup roadmap.
Workspace Setup
Tenant configuration, company branding, tax tables, pricing tiers, and global defaults are applied to match your operation.
User Roles & Permissions
We configure your RBAC structure: Owner → Admin → Manager → Sales Rep → Shop Crew. Every role sees exactly what it needs — nothing more.
Data Import
Your existing clients, vendors, inventory items, and job history are brought into the system. We provide import templates and validate the output.
Team Training
Guided walkthroughs of Pipeline, CFO, POS, and other modules — organized by role group so each team sees only what's relevant to their work.
Go-Live
Live support is available on launch day. Audit logging is active from the first transaction. You're not on your own when it counts.
What's Included in Your Plan
Starter
- ✓Self-serve setup documentation
- ✓In-app guided onboarding checklist
- ✓Standard email support during setup
Professional
- ✓Everything in Starter
- ✓Guided setup session (video call walkthrough)
- ✓Role configuration assistance
- ✓Data import template + validation review
Enterprise
- ✓Everything in Professional
- ✓Dedicated onboarding session (SLA-backed)
- ✓Custom onboarding add-on available
- ✓Priority support channel during launch window
FAQ
Onboarding Questions
Not sure what to expect? Here's what most teams ask before going live.
Book a Demo →Most Professional accounts are live within 1–3 business days after the kickoff call. Starter accounts can often self-serve in an afternoon. Enterprise timelines vary based on data volume and custom requirements.
Ready to get started?
Book a demo and we'll walk you through the platform and your onboarding plan.
Request a Demo →