How long does it take to get set up?

Short answer

Most contractors are live in under two weeks. Setup imports your customers, jobs, price book and open invoices, starts the AI team in approval-only mode, and then widens permissions one capability at a time. There is no implementation fee.

A typical two-week rollout

  • Days 1–3: import customers, jobs, price book and open invoices
  • Days 4–7: connect email, calendar, payments and accounting
  • Days 8–10: run estimating and invoicing in approval-only mode
  • Days 11–14: widen AI permissions on the workflows that proved out

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