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Onboarding Services

Our dedicated team of experts will give you everything you need to hit the ground running and to ensure that Pulseway is a success for you.
13,000+
HAPPY CUSTOMERS

Start your Pulseway journey the right way

With our specialist Onboarding services we ensure that your business doesn't waste one crucial resource...time.

SETTING UP
FOR SUCCESS

It's crucial to implement and configure Pulseway correctly from the very beginning so that in the future, managing and deploying your IT systems is always structured and straight forward. And every business is different, so our team can fully customise the implementation process to fit your exact business needs.

SAVING
TIME

There's nothing more valuable than time. Our Onboarding Specialist ensures that no time is wasted by giving you and your team full training and resources to ensure you cut your implementation time in half. Not only that but in the future onboarding new employees within your business becomes a breeze.

LEVERAGING
THE EXPERTS

Who knows more about Pulseway and what it's capable of than our solution experts? There are so many configurations and features to learn about and our team will guide you through every little detail to ensure that Pulseway is running the way you want it to run. The Onboarding is an interactive process, meaning you will have the opportunity to have discussions and ask questions that are important to you.

ESSENTIAL ONBOARDING

Pulseway’s Onboarding is designed for new customers on the Pulseway Remote Monitoring and Management software. With the help of an Implementation Specialist, you will receive both technical guidance to properly configure and deploy Pulseway, and assistance to leverage the many features and tools that the platform has to offer.
  • RMM Overview
  • Agent Deployment
  • Agent Configuration
  • Reports and Automation
  • Security
  • Add-Ons
  • Q&A
Download Brochure

Price: $295

ADVANCED ONBOARDING

Pulseway’s Advanced Onboarding is designed for new customers on the Pulseway Remote Monitoring and Management software who want a personalized implementation experience with advanced techniques. With the help of an Implementation Specialist, you will receive dedicated guidance to ensure that Pulseway works to its optimum best to monitor and manage your IT environment. Your Onboarding will also cover advanced features such as SNMP monitoring, advanced alerting, API implementation and IT automation.
  • Everything on the Essential Onboarding plan
  • Discovery call and custom implementation
  • Custom Cloud or REST API integrations
  • SNMP device monitoring (routers, switches, printers etc.)
  • Complex Alert configuration and setup
  • Custom scripting and automation needs
Download Brochure

Price: $495

ESSENTIAL ONBOARDING

Essential Onboarding is designed for new customers on the Pulseway PSA software. With the help of an Implementation Specialist, you will receive technical guidance to properly configure the Pulseway PSA software for CRM and Service Desk management.
  • Orientation
  • Admin My Company
  • Admin Security
  • Admin HR
  • Module CRM
  • Admin Service Desk
  • Admin Business Process
  • Module Service Desk
  • Admin Projects
  • Module Projects
  • Standard Reports

This will take approximately two sessions with Professional Services consultant
Price: $495

ADVANCED ONBOARDING

Advanced Onboarding is designed for new customers on the Pulseway PSA software. With the help of an Implementation Specialist, you will receive both technical guidance to properly configure the Pulseway PSA software and assistance to smoothly migrate your critical data (where applicable).
  • Everything in Essential +
  • Admin Finance
  • Module Finance
  • Ad-Hoc Report Writer

This will take approximately four sessions with a Professional Services consultant
Price: $1099

QUICKBOOKS INTEGRATION

We'll help you to quickly set up the integration between Pulseway PSA and QuickBooks so that you can sync CRM accounts, export and import billing information.
  • Install Quickbooks Integration
  • Configure Synchronization Settings
  • Import QB Items
  • Export Invoices
  • Import Payments
  • Export Bills
  • Export Reimbursements

This will take approximately one session with a Professional Services consultant
Price: $99

QUOTEWERKS INTEGRATION

We'll help you to quickly set up the integration between Pulseway PSA and QuoteWerks so that you can map your CRM records and seamlessly produce customer proposals within QuoteWerks.
  • Install QuoteWerks Integration
  • Setup Wizard Configuration
  • Create Services Menu Item
  • Contact Manager Setup
  • Create quotes and quoting process in QuoteWerks
  • PSA Quoting process and posting into Finance

This will take approximately one session with a Professional Services consultant
Price: $149

Questions?

We're here to help. Speak with a Pulseway Solution Specialist who will answer any questions you might have.

Contact our team

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13,000
CUSTOMERS
1,500,000
SYSTEMS MANAGED
900,000,000
CRITICAL ALERTS SENT
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