Getting Started
Onboarding support.
Our team will help your business migrate data, set up your organization's account, and train your team — all included with your plan.
What's included
• Account setup and configuration assistance
• CSV data import and field mapping
• Call group and service area configuration
• Workflow automation setup
• Team training session (30-60 min video call)
• Ongoing email support for your first 30 days
How it works
Step 1: Sign up and schedule your onboarding call. We'll learn about your business and workflows.
Step 2: We help you import leads, configure call groups, set up service areas, and build your first automations.
Step 3: We train your team on the features they'll use daily — dispatchers, office agents, and owners each get role-specific guidance.
Ready to get started?
Book your free onboarding call and we'll handle the rest.