Welcome Aboard!
Your 7-Day Onboarding Journey
Up and running in a week — without chaos, consultants, or endless meetings. Our guided onboarding process is designed specifically for architecture and engineering firms. You’ll move quickly, stay in control, and always know what’s next.
Day 1
30 minutes
Clear direction
No overwhelm
Clear direction
No overwhelm
Kickoff & Foundations
Start with a 30-minute Zoom kickoff call to review the onboarding plan and timelines.
From our Knowledge Base, you will grab simple spreadsheet templates to populate your existing data.
After filling in the Company and Contact spreadsheets, send them to BaseBuilders for review and processing.
Day 2
Customization without complexity.
Make It Yours
You will be able to log in and see your own data under Companies and Contacts
Today, you will need to start working through the system settings.
- Make the application your own with logos and avatars.
- Set up some basics, such as your pay periods and billing rates.
- Create your template(s) of typical project phases.
- Modify and create new access controls to suit your team.
Day 3
Your system starts to feel real.
See Your Data Come to Life
Time to resume data gathering by populating the Projects spreadsheet with as many historical projects as you’d like.
Send the project spreadsheet to BaseBuilders for review and processing.
Encourage your staff begin watching our getting-started videos
Day 4
This is where most people smile.
Seeing their own project in a beautiful list gives a real sense of progress and a step in the right direction.
Seeing their own project in a beautiful list gives a real sense of progress and a step in the right direction.
Projects, Organized
Review your freshly imported projects list — search, sort, smile.
Before you can start tracking time, your projects need their phases added.
- Start gathering data and polulating the Phases spreadsheet for your imported projects
- Feel free to enter new projects directly into the system
Take some time today to respond to the messages in your inbox 😁
Day 5
You’re not behind — you’re normal.
Real Life Happens
Most teams are still wrapping up phase data
Take the time you need — accuracy here pays off later
REMEMBER! You can reach out to the BaseBuilders Team at any time. If you've got questions, we've got answers.
Day 6
One last push before launch.
Final Prep
Finish and submit the Phases spreadsheet (if not already complete)
This is your final step before full system launch
Day 7
Your firm is live.
Launch Day 🎉
Company-wide launch
Your team starts using BaseBuilders to:
- Fill out timesheets.
- Record company expenses
- Manage projects with confidence
Get Fully Onboarded in 7 Business Days
Our team is ready to guide you from where you are to where you want to be. Give up managerial minutia for the freedom to focus on the work you do best.
BaseBuilders’ easy-to-use software is specifically designed to help small to mid-sized firms track time, manage projects, stay on top of expenses, and more. We’ll handle the invoicing for you so you can focus on growing your firm and designing wonderful spaces.
Company
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