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Contractor Systems

Onboarding walkthrough

Here's exactly how getting started works.

Joe walks through all ten steps of the onboarding form: what we ask for, why we need it, and what happens after you sign. About ten minutes.

  1. 01Plan. Package, billing term, and any add-ons.
  2. 02Business. Legal name, DBA, license, and contact details.
  3. 03People. Owner, billing contact, and your team.
  4. 04Services. Your trade, the jobs you want, service area, and hours.
  5. 05Brand. Logo, job photos, your story, and the look you want.
  6. 06Accounts. Google Business Profile, social pages, and the tools you use.
  7. 07Phones. New, ported, or forwarded numbers, and texting registration.
  8. 08Booking. How you run estimates and when customers can book.
  9. 09Customers. Review link and a past customer list for review requests.
  10. 10Sign. Check it over, pick a kickoff call time, sign, and pay.

What's next

Ready when you are.

Fill out the form, sign, and pay, and we start building your system. No long-term contract.

I'm ready. Let's get started for $297 a month.This sounds great, but I still have questions. Book a 20-minute call.

$297 one-time setup on monthly. Waived on quarterly or annual.