SmartFlow Onboarding

  1. Day 1 – Pay Setup Fee
  2. Day 2 – Introduction Call
  3. Day 6 – Getting Started With Inspections
  4. Day 8 – Workflow Discussion
  5. Day 10 – Integration Discussion
  6. Day 14 – Inspection Check In
  7. Day 15 – Activate Workflow & Schedule First Training Webinar
  8. Day 30 – Monthly Payments Begin

Billing Department

Step 1: Pay Setup Fee


  • Day: 1

  • What will happen: You will be invoiced for your setup fee

  • What we need from you: Pay your setup fee

  • Why is this step important to your business: Your SmartFlow Journey begins

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Onboarding Specialist

Step 2: Introduction Call


  • Day: 1

  • What will happen: Meet your onboarding specialist!

  • What we need from you: Answer questionairre about your shop

  • Why is this step important to your business: You will get a clear picture of the onboarding process

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Onboarding Specialist

Step 3: Getting Started With Inspections


  • Day: 6

  • What will happen: We will help you being performing digital inspections with SmartFlow

  • What we need from you: Schedule a time to get your Point of Sale integrated with SmartFlow

  • Why is this step important to your business: Now you can wow your customers when you present them with their professional inspection results.

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Onboarding Specialist

Step 4: Workflow Discussion


  • Day: 8

  • What will happen: We will call you to find out the best SmartFlow configuration for your shop

  • What we need from you: Answer our technical specialists questions about your shops process

  • Why is this step important to your business: By understanding your shops specific process, we can best configure SmartFlow for your shop.

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Onboarding Specialist

Step 5: Integration Discussion


  • Day: 10

  • What will happen: A phone call with our technical specialist prior to integration of SmartFlow and your POS.

  • What we need from you: Cooperation to ensure the process goes smoothly.

  • Why is this step important to your business: SmartFlow is getting installed in your shop!

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Onboarding Specialist

Step 6: Inspection Check-In


  • Day: 14

  • What will happen: A phone call to review the progress you have made doing inspections with SmartFlow

  • What we need from you: Bring any questions and concerns about using SmartFlow to the meeting.

  • Why is this step important to your business: Now you have learned how to perform higher quality inspections.

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Onboarding Specialist

Step 7: Activate Workflow & Schedule First Training Webinar


  • Day: 14

  • What will happen: We will activate the workflow management dashboard (TVP) and schedule your 1st training webinar

  • What we need from you: Work with your specialist to schedule your first training webinar

  • Why is this step important to your business: SmartFlow is now integrated with your Point of Sale allowing you to use it to manage the workflow in your shop

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Billing Department

Step 8: Monthly Payments Begin


  • Day: 30

  • What will happen: You will be invoiced for your first monthly subscription fee

  • What we need from you: Pay your subscription fee

  • Why is this step important to your business: To continue using and benefiting from SmartFlow!

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