Onboarding

Welcome! We’ve designed a simple, seamless onboarding process to get you up and running as quickly as possible. This document outlines what you can expect after you’ve decided to partner with us. Our goal is to handle the heavy lifting so you can start benefiting from our platform right away.

Step 1: Kick-off

Our journey together begins once the contract is signed and the initial payment is complete. From that moment on, our team is here to guide you through every step of the setup process.

Step 2: Connecting Your Service Titan Account

Next, we’ll connect your Service Titan account to our system. We offer a couple of ways to do this, allowing you to choose what works best for you.

Typical Time: 15 minutes

The Easy Way (Admin Access)

The fastest way to get started is to grant our team admin access to your Service Titan account. This allows us to handle the entire connection process for you.

Step 3: Data Sync and Account Activation

Once connected, our team gets to work importing your data and activating your account.

We handle everything. There’s nothing you need to do during this step.
Timeline: This process is typically completed within a few hours. We’ll notify you the moment it’s done.
Outcome: Your account will be active and populated with your data.

Step 4: Budget and Report Configuration

With your account active, we’ll configure it to meet your specific business needs.

Action: We’ll import your budget and set up your reporting dashboards.
Outcome: A fully configured account, tailored to your business.

Step 5: Personalized Onboarding Session

This is where it all comes together. We’ll schedule a live, one-on-one onboarding session with you and your team.

Action: We will walk you through your new account, explain your reports, and answer any questions you may have.
Time: These sessions are typically scheduled for one hour.
Outcome: You will be fully equipped to use the platform.

Step 6: Ongoing Success and Support

Our partnership doesn’t end after onboarding. We are committed to your long-term success.

Unlimited Training: We offer as many free, one-on-one training sessions as you need.
Continuous Support: Our team is always here to help with any questions or additional training you may require as you grow.
Outcome: You’re set up for lasting success!