We review your customer lists, pump records, service history, and spreadsheets, then bring the agreed data into one organized system.
Brand configuration
Your logo, colors, services, and customer-facing experience. It should feel like your shop from day one.
WEEK 02
Make it work in the field.
Price-book build
We turn your services and pricing into a usable price book, then review it with you before launch.
Tech training & go-live
A short, practical session for your team. Find an asset, check its history, update the job. Then start working in your new system.
Most setups take under two weeks. Data condition, custom integrations, and review turnaround can affect your timeline; we confirm the scope before starting.
YOUR PART IS THE EASY PART
What we need from you.
Even if it’s all on paper. We’ll help you make sense of what you have.
Your customer list
Your services and price list
Your logo files and brand colors
Available pump records and maintenance agreements
Someone who can review the setup
What’s included?
What does the setup fee cover?+
White-glove data migration, price-book build, brand configuration, and a short technician training session. Your quote will confirm the scope.
What if our records are on paper?+
That’s a valid starting point. Send us what you have, including photos of paper forms, and we’ll agree on a digitization plan.
What about custom integrations?+
Discuss the systems you need to connect during your demo. Custom integrations are scoped for Scale; feasibility and timing are confirmed before work begins.
LESS ADMIN. MORE SERVICE.
Your next renewal shouldn't depend on a spreadsheet.