Onboarding & Support

Elevate your onboarding experience with Velit’s unparalleled process!

Our dedicated team is ready to propel your organisation to success. With expertise in platform migration tasks and a consultative approach to new business setup, we ensure a seamless transition.

Coupled with essential video tutorials of “how to” actions required for success. ClaimBuild allows all your team to build their knowledge.

Join forces with us on this journey, and we’ll equip you with the tools and knowledge needed for a triumphantly successful experience.

Steps for onboarding success

Onboarding Roadmap: Constructing Your Journey

These milestones in our roadmap outline each pivotal point in the onboarding process, ensuring a comprehensive and structured approach to your platform implementation. Our team will consult with you to understand your operations deeply, providing insights on how to best adopt your instance. Your success is our success.

Surveying & Outlining Your Blueprint

Engage in detailed Q&A sessions to outline the path forward, ensuring a clear understanding of the project scope and milestones.

Laying Your Foundation & System Frame

Instance configuration and migration ensuring the platform is ready for full operational use by your organisation.

Training & Skill Building

Dedicated training for your team, including admin staff, estimators, supervisors, and the finance team.

Finishing Touches & Inspection

Begin preparing for your launch with roll out to your wider team and final configuration.

Live

Begin delivering services to your clients, marking the official go-live of your platform!

Surveying & Outlining Your Blueprint

Engage in detailed Q&A sessions to outline the path forward, ensuring a clear understanding of the project scope and milestones.

Laying Your Foundation & System Frame

Instance configuration and migration ensuring the platform is ready for full operational use by your organisation.

Training & Skill Building

Dedicated training for your team, including admin staff, estimators, supervisors, and the finance team.

Finishing Touches & Inspection

Begin preparing for your launch with roll out to your wider team and final configuration.

Live

Begin delivering services to your clients, marking the official go-live of your platform!

Still have questions?

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Why switch?

Explore the ClaimBuild platform

We offer the best project tracking for ambitious businesses.

Apple, Android, Laptop, PC?

No matter what is at your desk, or in your hand, ClaimBuild can be there

Receive, Book & Complete

Get the job in detail, set the teams weeks in advance, and knowing how long you’ll take

Building your Project

If you want to make the big seem small without missing the detail, check out this feature set

Right person, time, and place

Negotiate & Navigate the price, time and effort from a place of knowledge and comfort

Money management

Money in, Money out, tracking all important cashflow, and trying to see the future through forecasting

Access the detail

Relevant, performance based insights all in one central, easy to decipher location

Systems, working together

Knowing which system needs to talk to which and when, isn’t simple, but ClaimBuild is bilingual and will talk to anyone