New customer welcome and setup
New accounts ready to book within a day or two, and nobody retypes their details. One clear welcome, one short form, and they're set up in your systems.
Hours back
2
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Welcome sent the same day
What happens next, who their contact is, how to reach you and what to expect on the first visit or order.
- 02
One short form for the details
Site addresses, access notes, billing contact, purchase order rules and payment terms, collected in one go.
- 03
Missing details chased
Polite reminders until the form is complete, listing only what's still missing.
- 04
Set up in your systems
The customer, their sites and billing details are created in your job and accounting software, ready for the first booking.
- 05
A check-in after the first job
A short note a few days after the first visit or delivery asking how it went, with any problem sent to a person.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
The office checks payment terms and anything unusual in the setup before the account goes live.
What it's worth
What those hours add up to.
2 hours a week, over 46 working weeks, is 92 hours a year. At $50 an hour, that’s
$4,600
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
A new commercial customer signs up and the details arrive in pieces: a site address by email, the access code by text, the billing contact on a call. Someone types it all into the job system and the accounts package, and the first visit still goes wrong because the gate code was sitting in someone's inbox.
What we build
- Welcome sent the same day
- One short form for the details
- Missing details chased
- Set up in your systems
- A check-in after the first job
A month in
New accounts are ready to book in a day or two instead of a week of back-and-forth, the first visit has the right access notes, and nothing gets typed into two systems.
FAQ
Is this for every homeowner, or just commercial customers?
Mostly commercial and repeat customers, where the setup details matter. A one-off homeowner job rarely needs the full welcome and setup, though a short welcome can still go out.
Can it check a new account's credit or payment history?
No, the call on payment terms stays with you. The new customer welcome collects the details you ask for and flags anything missing.
More for customer service
See them all →Next step
Bring this one to a free live build.
Thirty minutes on new customer welcome and setup. We build its elf with you, live, and you keep it.