✦BY5

Concierge onboarding

Let us stand your business up for you. Done-for-you onboarding — we migrate your data, set up your pricebook and payments, configure your team, and walk your crew through the app.

$299one-time · included free with Scale

🎉 Switching from another tool? Your concierge setup is free. Just tell us what you’re coming from.

What concierge setup includes

  • Import your existing clients, jobs, and pricebook from your old tool
  • Configure services, rates, and intake questions for your trade
  • Connect Stripe/Square payments and your booking site
  • Add your team and roles, and walk your crew through the field app
  • A dedicated point of contact during rollout

$299 one-time, included free with Scale. A paid add-on on any other plan — tell us your plan and roughly how many clients you’re bringing over and we’ll get you scheduled.

Tell us your business name, trade, and roughly how many clients you’re bringing over — we’ll reply within one business day.

Email support Open in Gmail

Comparing plans first? See Pricing or the Help & FAQ.