We organize onboarding to create a quick and easy transition to Payzerware.
Discuss the setup of your site, data requirements, and usage of QuickBooks (Desktop or Online). Select a “Go Live” date so you can plan on a timeline that works best for you.
2. QuickBooks Desktop Sync Tool
Installation of the QuickBooks Sync Tool (if applicable).
3. Data Load
Moving from an old system? We’re pros at transferring data. In this step, we’ll begin loading data from your previous system of record.
4. Training #1
We will provide an overview of Payzerware so you are comfortable navigating around and understand how to run a job.
5. Training #2
Review topics most important to you. Want to become an expert on maintenance plans? Proposal comparisons? No problem.
6. Field User Training
We offer an optional group tech training webinar to guide your technicians through running jobs in the mobile app.
7. Go Live!
You and your team will start using Payzerware as your system of record!
8. Sync Training
Run your first sync for Quickbooks desktop or online, and learn more about how the sync tool works. [3 days after Go Live]
Live Customer Support Included
Have questions? Our PayzerCare team is here for you.
Monday – Friday | 8AM – 7PM ET
Contact us at: (866) 488-6525 or firstname.lastname@example.org.
“A big concern some contractors have is onboarding while business is still going. It’s important to understand we’ll tailor our training and onboarding to fit your schedule. That way you feel comfortable and not overwhelmed about getting started.”
Payzerware Onboarding Specialist
What Our Customers Say About The Process
Patriot Plumbing Service
“The transfer of our clients and our database was seamless, I didn’t have to do anything!
Don’t doubt the move- put all of your faith in Payzer. This is the one company I feel you could not go wrong with.”