One 60-minute call is the only meeting onboarding takes. You send us files you already have — we do every bit of the setup — and your instance is generally live within two business days.
We set it up, move your data, train your team, and tailor it to how you already run. You'll never see a separate line item for any of it.
Switching shouldn't cost you weeks. Most platforms in this industry measure onboarding in weeks — and those weeks are your people, not theirs: exporting spreadsheets, mapping fields, keying in data, sitting in implementation calls. We measure it differently. The only meeting we need is one 60-minute call, and the only thing we need from you is the files you already have. Nobody on your team configures anything. The build is entirely on us.
Pick a time that works — we onboard seven days a week. Once you book, we'll send a secure link and a short, specific list: typically your price book, labor rates, customer and site list, and a sample inspection form. Send them in whatever shape they exist in — a PDF rate sheet or a photo of a paper form is fine. We take it from there.
We walk through how your business actually runs — how you sell, quote, dispatch, bill, and inspect. We'll review what you've uploaded, fill any gaps, and map out your rollout. You're not learning our software; we're learning your business.
Our concierge team configures your instance around the way you work — importing what you sent, loading your price books and catalogs, configuring labor rates, and setting up your inspection forms and documents. It's generally ready within two business days. We hand it off and put the rollout you planned into motion — and you've got a full 30 days to run real work on it, free.
Choose any day of the week, 7:00 AM to 8:00 PM EST. We'll follow up by email to confirm your session and send a calendar invitation.
No configuration homework. No blank system waiting for you to fill it in. Our concierge team handles the heavy lifting — price book import, catalog and pricing setup, customer and asset records, inspection forms, project templates, document templates. You show up to a system already shaped around your business, not an empty shell with a settings page.
The work that keeps a platform accurate never really ends — vendors change pricing, your team changes, your rates move. So our concierge team stays on it. This isn't a support queue you file tickets into; it's people who keep the moving parts right so your team can just run the business.
We maintain your supplier spreadsheets and price books, keeping catalogs and pricing current as your vendors change what they charge.
We configure and maintain your supplier integrations, so pricing and product data flow in without anyone on your side wiring it up.
We set up your labor rates and keep them updated as your costs and billing rates move — no stale numbers driving your quotes.
We keep your org structure mapped to how your company is actually run, adjusting it as branches, teams, and territories change.
We make sure the right people have the right access — and only the right access — as your team grows and roles shift.
We keep reporting access aligned to your org, so the right leaders see the right numbers without hunting for them.
Most fire protection software takes weeks to onboard and hands you a login when it's done. We take one call — and hand you a system already running the way you do.