Onboarding checklists
Get Your Whole Team Set Up In OblyssPro.
Every OblyssPro account comes with these step-by-step checklists. Start with the Master Checklist, hand each person the guide for their seat, and your company goes from a blank login to its first live job in the right order.
Two ways to get set up
Do It Yourself, Or Let Us Do It With You.
The checklists work on their own for any account. If you’d rather have our team beside you for the setup and the move from your old system, that’s available too.
Set It Up Yourself
The checklists walk you through everything in the order that works: company details, locations, your team, how your jobs move, your products and pricing, and where your leads come from.
Go at your own pace. Most owners run one real job from first call to final invoice before they bring the whole team in.
Guided Onboarding & Data Migration
Our team sets up your account with you on a call, in the same order as the checklists, so your platform is ready before your first live lead.
Add data migration and we bring your customers, jobs and history over from your old system, so nobody spends weeks re-typing records.
The checklists
Pick The Guide For Your Seat.
Each guide stands on its own. It starts with the first-day steps every user completes, then walks through that role’s screens click by click.
Master Onboarding Checklist
For the owner or whoever leads setup. The whole company’s setup order, from a blank login to your first live job.
Download PDF
Download PDF Owner & Admin
For owners and office managers who run settings, team access and permissions.
Download PDFCSR & Scheduling
For the front office: phones, new leads, booking and dispatch.
Download PDFMarketing & Attribution
For whoever owns marketing: an owner, an office manager or your agency.
Download PDFAccounting & Bookkeeping
For your bookkeeper or accountant: invoices, payments, QuickBooks and payroll.
Download PDFOperations & Field
For production managers, inspectors and field crews.
Download PDFGood to know
A Few Steps Only You Can Do.
Some steps use your own accounts or decisions only your company makes, so they stay with you either way. The checklists point each one out.
Your Accounts
Connecting your email inbox, QuickBooks, payments, texting and call tracking. They use your logins, so you sign in yourself.
Your Contract Wording
Review your proposal and contract language with your attorney so it fits your state.
Your Numbers
Prices, margins, tax rates and payment schedules are yours to set.
Your People
Each team member accepts their invite, sets a password and adds OblyssPro to their phone.
Stuck On A Step?
Book a setup call and we’ll work through it with you, or email rachael@oblysspro.com. Not on OblyssPro yet? Try it free for 14 days.