Up and running
in under a week.
Every new team gets a free onboarding session with a real human. Here's what to expect, what we'll cover, and how to get the most out of it.
Welcome call
We learn your business and set up your workspace.
Data import
We bring across your projects, contacts and historical invoices.
Team training
Whole-team session covering everyday tasks.
Check-in
We troubleshoot the early friction points after a week of use.
A practical
walk-through.
No slide decks. We sit down with the platform open and your data loaded, and walk through the workflows that matter most for how you actually run jobs.
Workspace setup
Branding, fiscal year, VAT settings, payment terms, default templates.
Team & permissions
Inviting your team, building roles, configuring subbie portals.
Your first project
End-to-end: planning, assigning, tracking, closing out.
Invoicing flow
From timesheets and project data to a PDF in your client inbox.
Approvals
Setting up sign-off chains that match your reality.
Document management
RAMS, drawings, certificates - versioned and shared correctly.
Integrations
Connecting Xero, QuickBooks or Sage. Custom connections if you need them.
Mobile
Getting your site team using DuoApp on their phones.
Ready to start?
Book your onboarding session - usually within three working days.