Initial Onboarding Setup
This video provides an overview of the Business Conveyor Belt (BCB) onboarding experience, including how key systems such as Xero and Simpro are connected as part of the initial setup.
Video Link:
Initial Onboarding Walkthrough
What you'll learn:
- How the BCB onboarding process works
- How Xero and Simpro integrations are connected during onboarding
- How data begins syncing into BCB
- What financial and operational insights become available from day one
Key data available in BCB from onboarding integrations:
- Jobs
- Quotes
- Invoices
- Work in progress (WIP)
- Cashflow forecasting data
- Financial data from Xero
This onboarding experience enables immediate visibility across your financial and operational pipeline, supporting better planning and decision-making from the outset.