Onboarding with integraRental

How the Onboarding Process Works

Onboarding can be different for each business depending on the training and data migration needs of each business. Our team does everything in our power to make the onboarding and migration process as seamless and pain-free as possible.

onboarding

Phase 1: Discovery & Platform Setup

We believe in total transparency. Before you sign, our sales team provides as many personalized demos as you need to ensure our platform is the perfect fit for you and your team. Once you join the integraRental family, we immediately spin up your dedicated cloud environment and configure user licenses so your team can hit the ground running.

Phase 2: Meet Your Expert Success Team

Your sales representative will facilitate a comprehensive kickoff meeting to introduce your specialized consulting team who will take you through the entire process from this meeting through go-live.

Depending on your business needs and specific software purchased, this will include:

We also facilitate direct introductions to our integration partners during this phase to streamline your tech stack from day one.
Support | Contact

Phase 3: Strategic Planning & Simultaneous Training

We respect your time. Our consultants work in parallel to accelerate your timeline. While our DX team builds and styles your new web storefront, your rental consultant simultaneously helps you categorize assets and configure workflows. We establish clear expectations and a “Go-Live” plan tailored to your specific business goals.

Phase 4: Flexible Go-Live Options

Not every module has to launch at once. Many customers choose to launch their rental software first, perfecting internal operations before taking their new website and eRental storefront live.

However, for businesses utilizing our ERP solution instead of QuickBooks, we typically coordinate a synchronized launch, of both integraRental and integraERP, for seamless financial continuity.

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Phase 5: Strategic Planning & Simultaneous Training

Onboarding and training time for new customers are sold in flexible blocks of hours at the point of sale. For most businesses, these initial blocks provide everything needed for a successful launch. If your project requires unique configurations or additional deep-dive training, your account manager or consultant can easily provision more time as needed.

Your Pace, Your Success

We move as fast as you do. While we can get a business live and operational in as little as 30 days, we are happy to provide extended training over several months. Our goal is your total confidence at the helm of your new software.

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Frequently Asked Questions

Businesses can go live in as little as 30 days. Because we use a cloud-based deployment, we spin up your site immediately after contract signing. The total timeline depends on your team’s availability for training; we move as fast as you can move with us to ensure complete confidence.

Our onboarding is a collaborative, parallel process. While our integraDX consultants design your website, your integraRental consultant helps migrate assets and configure workflows. You’ll have a dedicated kickoff meeting with your sales rep and specialized consultants (Rental, ERP, or DX) to set expectations and a firm go-live date.

Training and consulting time are sold in predetermined blocks of hours at the point of sale. These blocks are typically sufficient for a successful launch. If your business requires additional custom configuration or advanced deep-dives, your account manager can easily provision more hours to continue the work.

Yes. We offer flexible go-live options where modules can launch independently. Many customers prefer to go live with the core rental software to manage internal operations first, followed by the website. However, if you are using integraERP instead of QuickBooks, we usually recommend a synchronized launch for financial accuracy.

Absolutely. We provide unlimited personalized demos with our sales team. We want to ensure that every rental business fully understands how the platform solves their specific pain points before any contract is signed, ensuring a perfect fit for your operational needs.

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Find Out How Easy it is to Switch Rental Softwares...

Schedule your personalized demo today and see how our expert onboarding team can have you live in as little as thirty days.