Before You Start: Set the Rules
Good onboarding starts with leadership clarity. Decide who owns the rollout, what success looks like, and which KPIs will be reviewed weekly. Without this, even strong software implementation stalls.
Week 1: Preparation
- Define primary workflow goals (speed, labor accuracy, retention).
- Audit your current estimate-to-invoice process.
- Assign one internal champion and one backup lead.
- Set a go-live date with two fallback dates.
Week 2: Setup and Data
- Complete account setup and role permissions.
- Validate labor operations and pricing defaults.
- Import core customer/vehicle data as needed.
- Run test repair orders before going live.
Week 3: Team Training
- Train service advisors on estimate flow and communication scripts.
- Train technicians on lookup and documentation standards.
- Train managers on KPI reporting and quality checks.
- Document 3-5 standard operating procedures from day-one lessons.
Week 4: Go-Live and Optimization
- Track estimate cycle time daily for the first two weeks.
- Review missed labor opportunities and correction rate.
- Collect advisor and tech friction points in one shared log.
- Schedule a 30-day review call with your support rep.
Onboarding KPIs That Matter
- Average estimate completion time
- Billed labor hours per ticket
- Comeback rate and rework events
- Advisor follow-up completion rate
Want a Guided Rollout Plan?
Get a step-by-step onboarding plan tailored to your staff size, workflow, and production goals.
Call (316) 285-9290 Email Olivia Lawson