01What to include
Three things help us reply with specifics.
- Your systems
- For example ServiceTitan and Sage 100 Contractor, or Intuit Enterprise Suite and Paylocity.
- What needs to move
- Invoices, vendor bills, payments, timesheets, jobs: whatever your team re-keys today.
- Your timeline
- When you need it live, or where the deal stands if you’re a partner.
03What happens next
From first email to kick-off.
Scoping call
We walk through your workflows and confirm which modules fit.
Scope and plan
You get a clear scope and timeline. Sign off, and your project is scheduled.
Kick-off
Week 1 of an 8–12 week implementation begins, and Bind takes it from there.