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Customizing Transform to your needs
Customizing Transform to your needs

Learn about the onboarding process and how your sales and production automation features are customized to your organizational needs

Updated over 2 weeks ago

Onboarding is the process of customizing your organization's Hover account to reflect your unique process, with the assistance of one of Hover's Technical Onboarding Specialists.

Some things you will customize include:

  • The materials you sell, the associated labor costs, and any additional services or fees

  • Custom multi-trade and/or Good/Better/Best packages and templates

  • Custom proposals with your company logo, company history, guarantees, etc.

  • Calculations to meet your specific installation requirements

  • Waste factor by trade (Or use Hover's recommended waste factor. Hover calculates waste recommendations based on the attributes of each property and industry norms.)

During the onboarding process, your Technical Onboarding Specialist will have rigorously tested the accuracy of your estimation workflow by comparing the material and labor quantity and pricing outputs to jobs you have previously installed. We confirm the alignment of the outputs so that you can be confident your material calculations and that the estimate prices are correct every time.

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