Ergova

Onboarding

Get your team running on Ergova

A practical rollout: account setup, team access, schedules, first jobs, invoicing, and the habits that keep data clean after week one.

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  1. 1

    Foundation

    Company profile, service areas, and roles so permissions match how you work.

  2. 2

    Team access

    Invite office and field users with the right visibility for dispatch and billing.

  3. 3

    First jobs

    Load customers, create jobs, and run a full cycle through completion.

  4. 4

    Invoicing & payments

    Connect payments and accounting so cash flow follows the job.

  5. 5

    Automation

    Layer reminders, follow-ups, and AI nudges once the baseline is stable.

  6. 6

    Review

    Weekly ops check on schedule health, backlog, and revenue risk.

Get help with rollout

We will align milestones to your crew size and workflow complexity.

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