Onboarding - first steps for our new clients

New Clients Step One - Gathering Existing Data

Companies that get their existing data imported see the fasted results and a positive impact on their practice. Let's start off on the right foot.

New Clients Step Two - Contract and Billing Settings

The data gathered in Step One will be imported and processed. During processing, items from your settings will be applied to the new records, so we want these to be ready to go.

Data Gathering - Companies

Companies include clients, architects, engineers, agencies, contractors, and more.

Data Gathering - Contacts

Contacts include all the people associated with the entities that make up the Companies in our Address Book.

Data Gathering - Projects

Projects are the heart of your practice. They are also the heart of BaseBuilders.

Data Gathering - Phases

Projects are broken down into phases with each phase assigned a portion of your fee or contract amount.