Onboarding
Onboarding help, defined
Other PSA vendors say “onboarding included” and mean a welcome email and a knowledge base. Here's what we actually deliver, on what schedule, with no separate services engagement.
What you get, and when
Every paid OriginPSA subscription includes the following onboarding support, end to end. Trial users have access to the same knowledge base and self-serve resources; the team-led pieces below kick in when you become a paid customer.
Day 0
Phase 1: Sign up + welcome
- Tenant provisioned in minutes after card-on-file verification
- Welcome email with getting-started checklist + knowledge-base link
- Calendar link to book your kickoff call
Within 3 business days
Phase 2: Kickoff call (60 minutes)
- Walk through your current MSP stack and pain points
- Map out which OriginPSA tier fits and which features are day-one priorities
- Plan the data-import sequence and timeline
- Identify integrations to connect first (QuickBooks, M365, NinjaOne, telephony, etc.)
Week 1
Phase 3: Data import
- CSV templates for customers, contacts, tickets, time entries, and historical invoices
- Direct import support for ConnectWise, Autotask, HaloPSA, SyncroMSP, and Atera CSV exports
- QuickBooks Online and Desktop sync configured (customers, items, A/R)
- Hands-on help reconciling duplicate records, mapping custom fields, and verifying counts
Week 1–2
Phase 4: Workflow configuration
- SLA policies set up per your customer contracts
- Triage rules and skill-based ticket routing
- Billing model configured (recurring, T&M, fixed-fee, mixed)
- Customer portal branded for your firm
- Email templates and signature setup
- User roles, permissions, and team invites
Week 2–3
Phase 5: Team training
- 60–90 minute team training session — recorded so future hires can rewatch
- Role-specific walkthroughs (technicians, dispatchers, billing, sales, owners)
- Knowledge-base articles and short videos for the recurring questions
Days 1–30
Phase 6: Priority response window
- Direct line to the OriginPSA team via email (typically same-day response)
- Slack channel access available for active migrations on Professional and above
- Workflow tweaks, integration support, and fast-path bug fixes during the window
What's not included
Being clear about scope keeps everyone honest. The handful of things we'd quote separately if you needed them:
- ·Custom feature development specific to your business
- ·Migration of unsupported file formats (we'll quote separately if needed)
- ·Building custom integrations outside the published REST API
- ·On-site visits or scheduled training beyond the kickoff and team session
For everything in the timeline above — kickoff, import, configuration, training, priority response — there's no upcharge, no quoted statement of work, no implementation-services line item on your bill.
Onboarding FAQ
- Is there a separate fee for onboarding?
- No. Everything described on this page is included with your subscription. PSA vendors that quote $5,000–$50,000 for implementation services are charging for the same outcome we deliver as part of the price. If we ever can't deliver the help you need within this scope, we'll tell you upfront — we won't surprise-bill you for it.
- What if I don't have time to take a kickoff call right away?
- The 14-day trial keeps running. We're available whenever you are — the kickoff call is offered, not required. Some customers self-serve through the knowledge base and only schedule the call when they hit something specific.
- Can I migrate from a tool not listed here?
- Probably yes. If your current PSA exports CSV (most do), we can usually map it. The named platforms are where we have pre-built import templates that handle the typical column layouts; other systems take a bit more reconciliation but we work through it on the kickoff call.
- What happens after the 30-day priority window?
- Standard support kicks in — email support included on every plan, priority support included on Enterprise. Our response times don't fall off a cliff at day 31; the priority window is about extra availability and a direct contact for the migration period specifically.
- Do you do on-site visits?
- Not as part of standard onboarding. If you want on-site help with a complex multi-location migration, we can quote a small services engagement separately — but the vast majority of MSPs don't need it. Most onboarding work is straightforward when handled remotely with screen share.
Ready to start?
14-day free trial first — no charge until you're ready. The kickoff call and migration help start when you become a paid customer.