Quick answer
Quick answer
Onboarding is a short project: capture authoritative contacts, access rules, billing entities, and escalation paths before the first dispatch—not during the first emergency.
About this template
Use for SMB and mid-market accounts; enterprise adds security/legal gates.
Measure time-to-first-successful-service.
Preview
Excerpt of the downloadable layout—tables and checklists match the file you can install into your ops stack.
90-day milestones
| Window | Deliverable | Owner | Done |
|---|---|---|---|
| Day 0–7 | Kickoff packet + asset inventory | CS | ☐ |
| Day 8–30 | First PM / inspection complete | Ops | ☐ |
| Day 31–90 | Review + renewal inputs | AM | ☐ |
Download
equipify-customer-onboarding-90-day.md
Structured Markdown you can version in Git, copy into policy portals, or convert to PDF.
FAQ
- Is 90 days mandatory?
- No—tune windows to contract complexity; keep the milestone shape.
Run templates as live workflows
Equipify connects assets, work orders, scheduling, and billing so checklists become auditable execution—not orphaned PDFs. Start a trial to map your first PM route and dispatch triage board.
Prefer a walkthrough? Contact us with your vertical and fleet size—we will map these templates to your Equipify workspace.