What do you actually set up?
The standard setup covers two automations first: lead capture to first response and job complete to invoice, plus monitoring, issue tracking, training, and a monthly progress review.
FAQ
The standard setup covers two automations first: lead capture to first response and job complete to invoice, plus monitoring, issue tracking, training, and a monthly progress review.
Standard setup is 10 business days, followed by a 30-day settling-in period where we iron out any issues.
We build on Jobber, OpenPhone, and QuickBooks Online. We can work with other tools, but it takes more setup time and costs more.
You do. Software subscriptions are paid by your company directly, while Atlas charges the setup fee and a monthly management retainer.
The standard setup includes lead response and invoicing on Jobber + OpenPhone + QBO. Extra locations, add-ons, other tools, custom routing, or new recurring work are handled through a written change request.