Overview
Welcome to ServiceCore! We understand that transitioning from TAC to a new platform can feel like a big step. This guide provides an overview of what you can expect throughout the onboarding process as you migrate your data and learn to use ServiceCore effectively.
Our experienced team specializes in TAC migrations, and we’ve developed a step-by-step process to ensure a smooth transition for your business. Here’s what each stage of the journey will look like:
Your TAC-to-ServiceCore Onboarding Journey
1. Kickoff
We’ll start with a kickoff meeting to introduce you to your dedicated implementation specialist. This session is all about getting to know each other, setting expectations, and outlining your customized onboarding path. We'll review the overall process so you know what to expect at every step.
What to expect:
- Introduction to your Implementation Project Manager
- Overview of the transition and onboarding timeline
2. Data Import and Review
As part of the TAC migration process, we’ll begin by importing your TAC data into a demo account on ServiceCore. This allows you to review, test, and validate your data in a risk-free environment before going live. Our team will guide you through this process and help you verify that everything is accurate and complete.
What to expect:
- Import of your TAC data into a ServiceCore demo account
- Time to review and test your data
- Assistance from our team to address any questions or adjustments needed
3. Configuration
Once you’re comfortable with your data, we’ll move on to configuring your ServiceCore account. During this stage, we’ll guide you through the key settings in ServiceCore to ensure your account is set up correctly. Our team will walk you through configuring features and tools that are essential for your business operations.
What to expect:
- Configuration of key settings in ServiceCore
- Walkthrough of essential tools and features
4. Training
With your data imported and your account configured, it’s time to get trained on ServiceCore! In this stage, you’ll receive hands-on training on how to use the platform to manage your daily tasks effectively. Our team will cover everything from creating invoices to managing routes, ensuring you feel confident with the system before going live.
What to expect:
- Hands-on training tailored to your business processes
- Guidance on using essential features like invoicing, job scheduling, and route management
5. Go-Live
Once you’re ready to make the switch, we’ll coordinate a specific day and time to transition your data from the demo account to your live ServiceCore account. This is the big moment! After this step, you’ll have full access to ServiceCore’s powerful features and be ready to use the platform for your daily operations.
What to expect:
- Final migration of TAC data from the demo account to your live ServiceCore account
- Full access to all ServiceCore features
- Assistance from our team to make the go-live process smooth and efficient
6. Support
Your onboarding journey doesn’t end at go-live. Our support team will continue to be available to answer questions and provide assistance as you settle into using ServiceCore. You’ll also have access to our Help Center, tutorials, and additional learning resources.
What to expect:
- Ongoing support from the ServiceCore team
- Access to Help Center resources and continued learning opportunities
Getting Started
Ready to begin your journey from TAC to ServiceCore? Contact our Sales team to start the transition and schedule your kickoff meeting. We’re excited to help you get set up for success on ServiceCore!