Onboarding to get things set up together!

For a system that has to match your divisions, your branches, and your job statuses, self-serve means "configured wrong and abandoned by month two." A myWorkflow consultant does it with you.

What the $5,000 Investment Includes

myWorkflow — Onboarding Steps (soft)

  1. Discovery

    We learn how your company is actually structured — divisions, branches, how you name and stage jobs, who needs to see what. This is the step that makes everything after it fit.

  2. QuickBooks Online connection

    Your consultant walks the connection through with your accountant, on a call, together. Read-only, one direction. Your accountant sees exactly what’s being read.

  3. Configuration

    Divisions, branches, and job statuses set up to match your language, not ours. Permissions mapped to your roles.

  4. Prebuilt Views

    We load View templates into your account so day one isn’t a blank grid — underbilled jobs, thin-margin watchlist, backlog by division, and whatever else came out of discovery.

  5. Role-based training

    Separate sessions for the people who need different things: Owner, Accountant, and PM teams each get trained on the part of the system they live in.

  6. Go-live

    You’re running on live data in days, not months.

Days, Not Quarters.

A heavy construction ERP is a multi-month implementation with a change-management project attached. myWorkflow is guided onboarding measured in days. Most customers are live within two weeks of kickoff.

myWorkflow — Laptop Opening Animation
myWorkflow — Work in Progress Synced today
JobContractBilledCost to dateMargin
1042 · Northgate$148,000$96,000$88,40032%
1057 · Ridgeline$92,500$92,500$79,10014%
1063 · Bay Commerce$310,000$180,000$171,20026%
1071 · Oakfield$64,800$22,000$27,900−8%
1088 · Fairmount$205,000$140,000$121,60029%

Live onboarding with a person…not a ticket queue.

You get a dedicated consultant through onboarding, the same person from discovery to going live.

And it doesn't stop at go-live. Ongoing training and configuration support are included at no additional charge. When you add a division, change how you stage jobs, or bring on a project manager who needs a different View, that's a conversation — not a support ticket with a price attached.

Frequently Asked Questions

  • Admin access to QuickBooks Online, your accountant on the kickoff call, and a rough list of your divisions, branches, and the job statuses you use today.

  • Yes, and they'll want to be. They're the one who needs to see that the connection is read-only.

  • Most are. Your consultant will tell you honestly what needs cleaning up for the job-cost data to be meaningful, and what can be left alone.

  • Yes. Divisions, statuses, Views, and permissions can all change as your company does