Implementation & Onboarding
Live in days,
not months
No six-month implementation cycles. No IT department required. No starting from scratch. PULSE is designed to be up and running in your first week — with your existing checklists, your team structure, and your workflows already in place.
How onboarding works
A typical guided onboarding — from kickoff to first live inspection.
Account & org setup
Your dedicated implementation manager configures your account — org hierarchy, locations, roles, and permissions. You join a kickoff call; we handle the setup.
Checklists migrated
Send us your existing checklists — PDF, Excel, Word, or paper photos. We rebuild them in PULSE with scoring, conditional logic, and corrective action triggers.
Team onboarded
Field staff download the app and are added in bulk. We run a live training session (or record one for async rollout). Managers get a dashboard walkthrough.
First inspection live
Your team runs its first inspection. We monitor results with you, fine-tune scoring rules, and set up any automated reports before handing over to your team.
What we handle for you
You focus on your operations. We take care of the setup.
Dedicated implementation manager
One point of contact from kickoff to go-live. No ticket queues, no handoffs.
Checklist migration
We convert your existing forms — any format. You don't start from scratch.
Mobile app setup
Field staff are enrolled in bulk. App install takes 2 minutes on iOS or Android.
Live training session
One session for managers, one for field staff. Recorded for future hires.
Dashboard configuration
KPIs, scheduled reports, and alert thresholds set up before you go live.
Integration setup (Enterprise)
SSO, ERP, HRIS, and BI tool connections handled by our integration team.
Choose your onboarding path
Every plan includes a free pilot. Pick the level of support you need.
For teams comfortable with SaaS tools who want to move fast on their own.
- Full onboarding documentation
- Video walkthroughs for every feature
- In-app setup wizard
- Community + email support
A dedicated implementation manager works with you from kickoff to go-live.
- Everything in Self-serve
- Dedicated implementation manager
- Checklist migration (up to 20 forms)
- Live team training session
- 30-day post-launch support
White-glove deployment for large, complex rollouts with integrations and custom workflows.
- Everything in Guided
- Unlimited checklist migration
- SSO & ERP/HRIS integration setup
- Custom role & workflow configuration
- Dedicated CSM post-launch
- SLA-backed support
Common questions
How long does it actually take to go live?
Most customers complete guided onboarding in 3–5 business days. Self-serve teams are often live same-day. Enterprise rollouts with custom integrations typically take 2–3 weeks.
Do we need to involve our IT department?
No. PULSE is a cloud-hosted SaaS product. Field staff install the mobile app from the App Store or Google Play. No on-premise servers, no VPN, no IT tickets required.
What happens to our existing checklists?
We migrate them for you in Guided and Enterprise tiers. Send us your current forms in any format — Excel, PDF, Word, even a photo of paper forms — and we rebuild them in PULSE with full logic and scoring.
What if our team resists the change?
Field adoption is the hardest part of any rollout. Our mobile app is designed to take under 60 seconds per inspection step. We provide manager-led adoption playbooks and track adoption rate in your dashboard so you can see who needs support.
Can we run a pilot before full rollout?
Yes — and we recommend it. Most customers pilot with 3–5 locations first, validate the checklist scoring and reporting, then roll out to the full estate. We help you design the pilot scope.
What support do we get after go-live?
All tiers get email support. Guided tiers get 30 days of post-launch support from your implementation manager. Enterprise customers get a dedicated CSM and SLA-backed response times.
Ready to get started?
Book a 30-minute kickoff call. We'll scope your rollout, answer questions, and set a go-live date — in the same call.
