Onboarding
Live in a day. Profitable in a week.
A real onboarding flow built for trade businesses — not a 47-step checklist. Set up your team, run your first job, send your first invoice.
Setup wizard Team invites Migration help Live support
OnPoint isn't a 6-month implementation.
From 'create account' to 'engineer in the field' takes about a day. We'll help you import customers, set up roles, and run your first job.
Guided setup wizard for first-time orgs
Bulk customer import from CSV
Templated quotes & invoices loaded
Real human onboarding support
Built for onboarding
The first 7 days, laid out.
Day 1: create org, invite team. Day 2: import customers, set up templates. Day 3: run your first jobs. Day 7: invoiced & paid.
Setup wizard
Guides you through org, branding, team in 15 min.
Team invites
Send a link — staff join with the right role.
Template library
Pre-built quotes, invoices, job sheets per trade.
Migration help
Bulk import customers, sites & past jobs.
AI calibration
Train the AI on your past wording in 10 min.
Real human support
On a call when you need it — UK time zones.
Pre-built per-trade configurations
Optional white-glove migration
Live training calls available
14 days free — no card to start
1 day
To live
Engineer in the field same-day.
Bulk
Customer import
CSV from your old tool.
Pre-built
Templates
Per trade, ready to load.
Human
Onboarding
Not a chatbot.
Live in a day. Free for 14.
Set up your account now and run your first job before the week's out.
14 days freeNo contract — cancel anytimeNo card to startFree migration help