From your notice to proceed through final review, our team gives you a clear path to a launch-ready workspace. With prepared spreadsheets, most companies can be ready in approximately 2–3 business days.
These estimates include preparing, importing, and reviewing spreadsheets for a company with 20 team members, 30 clients, 100 partners, and 100 active jobs.
Let CoreBuilt know you are ready to begin and confirm the designated administrator and primary contact.
The CoreBuilt support team prepares your site and tenant database, then sends a secure onboarding link to the designated administrator.
Enter company information, branding, administrator details, billing contacts, and essential defaults.
Prepare and import 20 team members, including their contact and role information.
Prepare and import 30 clients with their essential contact and property information.
Prepare and import 100 subcontractors, vendors, and other business partners.
Prepare and import the 100 active jobs you want available at launch.
Review required information, resolve gaps with CoreBuilt, and confirm your workspace is ready for the team.
Organize names, emails, roles, departments, and phone numbers in the provided spreadsheet, then import and review.
Prepare client contacts and associated property details together so they can be imported and reviewed in one pass.
Prepare contact, service, trade-reference, W-9, and COI status fields before importing and reviewing the results.
Prepare job numbers, clients, statuses, project managers, and dates before importing and reviewing the results.
Explore a private demo or talk with our team about your onboarding needs.
