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.

We want to populate your new system with your existing data. To do this we have created template spreadsheets for you to populate with your existing data. There is a KB article for each template that talks about the data you will include. Here are links to each of these.

Once you have gathered your data, forward us the spreadsheets to review and process.

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Data Gathering - Contacts

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

Data Gathering - Companies

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

Data Gathering - Phases

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

Data Gathering - Projects

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

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.

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New Clients Step Two - Contract and Billing Settings