Onboarding

How your software onboarding works

From your order to accessing your software, here are the concrete steps — and what changes depending on whether you start from scratch or bring over existing data.

Onboarding is billed once, €75 excl. VAT, added to your order automatically.

The steps

The process, in 4 steps

1. Discuss your needs

You write or call us: number of users, activity, and above all whether you're starting from a blank slate or have data to bring over from another tool.

2. Scoping and onboarding quote

We confirm the software plan and support level suited to your situation, as well as the actual timeline based on your scenario (see below).

3. Setting up your instance

Your workspace is set up and configured with your company's information (contact details, VAT, document numbering).

4. Access and getting started

You receive your credentials. A guided walkthrough can be arranged depending on the support plan you chose (see support pricing).

Timeline

Two situations, two timelines

Simple setup, no data migration

If you start with no history to bring over, onboarding is quick: the instance is created, configured with your details and ready to use with no migration step.

Migrating from an existing tool

If you have customers, vehicles or invoices to bring over from another piece of software, the timeline depends on the volume and quality of the data to migrate: we assess this together before confirming a go-live date.

Not sure about your specific case?

The simplest thing is to describe your situation to us: we will reply personally with a realistic timeline. Contact