Onboarding & Implementation
Premier data migration and user training tailored for your maintenance operation's needs.
CLICK MAINT ONBOARDING & IMPLEMENTATION
We pride ourselves on delivering hands-on, high-touch onboarding and implementation services designed to ensure your success from day one. Our dedicated onboarding specialists work closely with you to provide personalized support at every step of the process. From seamless data migration and tailored admin setting configuration to comprehensive training for both administrators and end-users, our team ensures that your transition to Click Maint is smooth and stress-free. We understand that time is of the essence, which is why our implementation process is designed to get you up and running quickly. Our goal is to help you realize the value of Click Maint right away, empowering your team to achieve maximum efficiency and ROI. With our expert guidance and unwavering commitment to your success, you can trust Click Maint to set the foundation for long-term operational excellence.
kick off call
Collect Data
Data Import & Configure Database
User Acceptance Testing
Admin & End-user Training
Go Live
Ongoing Customer Support
QUICK START
This is the fastest onboarding plan and is perfect for small maintenance teams and operations. Customers get instant access to their database and assisted onboarding with a specialist. Expect to be up and running and users trained within 7 days. Best suited for organizations with few assets, a single location, and a maintenance team of 1-5 people. Onboarding includes a kick-off call and 2 hours of remote web-conference training.
Single site | Small team (1-5 users)
Onboarding Plan Includes:
- Kick-off call
- Assistance with admin settings configurations
- 2 hours of training
- Completed within 7 days
STANDARD ONBOARDING
The Standard Onboarding plan is best suited for smaller maintenance teams that require assistance with importing data (assets, locations, parts, and vendors). Customers should expect to be up and running and have users trained within 30 days. Onboarding includes a kick-off call, additional scheduled calls to get assistance on filling out import templates, data migration, user-acceptance testing, and 4 hours of remote web-conference training.
Single site | Small team (2-9 users)
Onboarding Plan Includes:
- Kick-off call
- Regular touchpoints with Onboarding Specialist
- Assistance with admin settings configurations
- Data import (assets, locations, vendors, parts)
- 4 hours of training
- Completed within 30 days
Award-winning software you can trust
ADVANCED ONBOARDING
The Advanced Onboarding plan is best suited for mid-large maintenance teams that require assistance with importing data (assets, locations, parts, and vendors). Customers should expect to be up and running and have users trained within 30-60 days. The time required for the onboarding period depends on the number of sites, the amount of data to be imported, and the size of the team. Onboarding includes a kick-off call, additional scheduled calls to get assistance on filling out import templates, data migration, user-acceptance testing, and up to 6 hours of remote web-conference training.
Single | Multiple sites | Mid-large team (10+ users)
Onboarding Plan Includes:
- Kick-off call
- Weekly meetings with Onboarding Specialist
- Assistance with admin settings configurations
- Data import (assets, locations, vendors, parts)
- Preventive maintenance plan configuration and import
- Work order history import (from previous CMMS)
- 6 hours of training
- Completed within 30-60 days
ASSET AUDIT (ON-SITE | TURN-KEY)
Click Maint’s On-site Audit Is a turn-key implementation plan that involves an on-site asset audit. An Implementation Specialist comes to your facility and takes a complete inventory of all critical assets (mechanical, electrical, plumping (MEP), heavy equipment, production machinery, etc.), documenting key details including serial numbers, make, model, location, and images. Our team will also tag assets with QR Code labels so that assets can easily be identified and scanned using the Click Maint mobile app. Customer onboarding that includes on-site survey, importing data, database configuration and training on key features.
Single site | Mid-large team (10+ users)
Onboarding Plan Includes:
- Kick-off call
- Weekly meetings with Onboarding Specialist
- On-site asset survey (time dependent on number of assets)
- Import all asset details, including images, serial numbers, make and model, location, and description.
- Label assets with QR codes
- Assistance with admin settings configurations
- Import other data (locations, vendors, parts)
- Preventive maintenance plan configuration and import
- Work order history import (from previous CMMS)
- Up to 10 hours of training
- Completed within 90 days
