✦Customer Onboarding

Live in weeks.Done with you,not handed to you.

A dedicated specialist brings your customers and job history across, sets Zuper up around how your crews already run roofs, and trains your office and field. You’re capturing leads, quoting jobs, and getting paid in weeks, not quarters.

See the journey
  • Dedicated specialist
  • Customers & job history brought across
  • Hands-on crew training
  • Go-live and 24/5 support
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The Zuper difference

Going live shouldn't feel like doing it alone.

Switching the software that runs your roofing business is a big deal, especially mid-season. So we don’t hand you a login and wish you luck. We do the setup with you, starting from a roofing blueprint that’s already built, so you’re never staring at a blank screen.

See the journey
01

We do it with you

A dedicated specialist owns your launch from kickoff to go-live: bringing your data across, setting up your pipeline, and staying close through your first jobs, with weekly updates so you always know where things stand.

02

Built the way roofers work

Your job stages, proposals, price book, and measurements set up around how you already run roofs, not a generic template you have to bend to. No developer, no IT.

03

A field app your crews will use

Your office and your crews both trained on the tools they’ll use every day, so the app gets used on real jobs instead of gathering dust.

Your path to go-live

Six steps. One team.
Zero guesswork.

A proven roofing onboarding playbook, tailored to your business, so you always know what’s next and who’s got it.

01
Kickoff

Meet your specialist and map the plan

We learn how your roofing business runs today, agree on goals and a go-live date, and build a plan you can see end to end. Your kickoff call is booked within days of signing, and your onboarding packet lands in your inbox within 24 hours.

Discovery callSuccess goalsProject plan
02
Configure

Set up the way you run roofs

Your pipeline, job stages, proposals, and price book built the way roofers work, with payments, and your measurement and supplier tools connected. You start from a roofing blueprint, not a blank page right from the start.

WorkflowsProposals & price bookIntegrations
03
Migrate

Your customers and jobs, brought across

We map and load your customers, properties and other fields into Zuper and check it with you before you rely on it, to a scope agreed up front, with clear options for larger or older job history.

Migration planData checkJob history
04
Train

Office and crews, ready to roll

Role-based training for the desk and a field app your crew will actually use. Zuper Academy is there the day you hire your next crew.

Live sessionsZuper AcademyField app
05
Go live

Launch, with us beside you

Once your setup, data, and integrations check out, we go live together and stay close through your first inspections, quotes, and invoices, so day one feels routine.

Go-live checklistValidationLaunch support
06
Optimize

A partner, not a goodbye

After launch we keep improving things with you, tightening workflows and adding what you need, with 24/5 support so Zuper keeps paying for itself as you grow.

Post-launch tuningOngoing support
We switched to Zuper during one of our busiest seasons. Back office to production, everyone stayed aligned, and we didn’t miss a beat.
Noe MadrigalNoe Madrigal· Founder, A&A Roofing
Good to know

Onboarding questions, answered

Most roofing teams go live in a matter of weeks. Your specialist sets a date at kickoff based on your job history, the tools you’re connecting, and how many workflows you’re bringing over, and picks a launch window that fits your season so your current jobs keep moving. The whole plan is visible to you from day one.

Yes. We build a migration plan and bring over your customers, properties, jobs, and history, then check it with you before go-live. Migration covers a scope agreed up front; your specialist will confirm what’s included.

A dedicated specialist owns your launch from kickoff to go-live, the same person the whole way, with weekly updates. Once you’re live, you’re introduced to a Customer Success Manager for ongoing check-ins.

It depends on the scope and complexity of your setup. Onboarding includes an assigned specialist, setup, walk-thru, and a scoped migration, and it’s part of getting started on Zuper. Our standard onboarding leverages our pre-built account to get you functional. Your account team will walk you through what’s included for your business on your first call.

Absolutely. Zuper connects to QuickBooks, payments, SRS supplier pricing, and measurement tools like EagleView and Hover out of the box, and your team connects the ones you need during onboarding. For anything custom, our open API has you covered.

Get started

Ready to get your roofing business live on Zuper?

Talk to our onboarding team and walk away with a clear plan and a go-live date.

Schedule a demo
  • Dedicated specialist
  • Customers & jobs brought across
  • Live in weeks