What is the onboarding process?
We handle most of the heavy lifting during the onboarding process. Here's what you can expect:
Data Migration: We take care of migrating your data for you.
Customized Setup: We work with you to configure the setup tailored to your business needs.
Training: We provide training for both your office and field teams.
Typically, customers are fully set up and trained on the software within 2-3 weeks, with just three 1-hour sessions.