Welcome to ServiceCore.com! We're so excited you've decided to become part of the ServiceCore family. In this article you'll learn about the onboarding process, time frame and expectations to take you from new customer to go live with your ServiceCore.com account.
Before You Start
Book a Demo
If you haven't already done so, go get yourself a demo of ServiceCore: Book a Demo. A demo is one of the best ways to learn about ServiceCode and determine if it's the right software for you and your business.
Login
- After you become a ServiceCore customer, you will receive a "Welcome to ServiceCore.com" email from our Customer Support team
- Make sure to check your junk mail or spam folders if you don't receive this email from us within a few days of becoming a new customer
- Please white list and allow support@servicecore.com to send you emails
- Once you're the proud owner of a ServiceCore account, feel free to login to your account and start seeing what's available to you
- On the other hand, if you have a demo account, login to your ServiceCore demo account to look around and start learning about your account
- Login credentials will be provided in your original welcome email
Time Frame and Expectations
Depending on your company's unique needs, your onboarding time frame may be longer or shorter than what you see in the table below. Things that can affect the speed at which you are onboarding include:
- Syncing with QuickBooks Desktop or Online
- Data imports
- Rental entry
- Rescheduling training sessions
- Coordination of staff and employee schedules for training sessions
- Holidays
Your account will be put into a queue and onboarded as quickly as possible. You will be provided different tasks that need to be completed. Your completion of these tasks and your timely involvement can make your onboarding time shorter or longer. The table below goes over the stages of the onboarding process with estimated timeframes.
| # | Phase | Description | Responsible | Time |
|---|---|---|---|---|
| 1 | Getting Started | ServiceCore provisions you a new account and sends your login credentials | ServiceCore |
Week |
| 2 | Welcome Call | Meet with the ServiceCore team and review your basic account settings | ServiceCore + Customer | |
| 3 | Data Import | ServiceCore provides you with CSV files to fill out with your data for:
|
ServiceCore | |
| Fill out and return the completed CSV files to ServiceCore | Customer | |||
| Import customer CSV files into ServiceCore account | ServiceCore | |||
| 4 | Rental Entry | Enter rentals into ServiceCore account | ServiceCore or Customer | Week 2–3 |
| 5 | Data Review Call | Review data in ServiceCore account | ServiceCore + Customer | |
| 6 | QuickBooks Data Review Call | Verify QuickBooks settings | ServiceCore + Customer | |
| Begin initial QuickBooks sync | ServiceCore | |||
| 7 | Training Session 1 | Attend first training session with ServiceCore team | Customer | |
| Record training session and provide to customer | ServiceCore | |||
| 8 | Training Session 2 | Attend second training session | Customer | Week 3–4 |
| Record training session and provide to customer | ServiceCore | |||
| 9 | Training Session 3 (if applicable) |
Attend third training session | Customer | |
| Record training session and provide to customer | ServiceCore | |||
| 10 | Go Live! | Go live with your ServiceCore.com account | Customer |
For more information about your specific onboarding time frame, please review your license agreement.