BaseBuilders Knowledge Base
Onboarding - first steps for our new clients
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.
When your existing projects are imported and processed, settings entered under Contract Management will be applied. These include the following:
Master Billing Rates will be imported into each project.
The items from Billing Options, such as invoicing terms and tax rates, will be applied to each project.
See related articles below.
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Related Articles
Master Billing Rates Settings
Master billing rates make short work of setting up projects. Click your name/avatar at the bottom of the main navigation panel to open settings.
Contract Management Settings Overview
Here is a brief overview of the settings. Below you will find more detailed videos for the items of each tab. Click your name/avatar at the bottom of the main navigation panel to open settings.
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.
Taxes, Terms, and More Contract Settings
Click your name/avatar at the bottom of the main navigation panel to open settings.
