Get started quickly with incwo
With our start-up assistance package, we'll take care of your configuration and pass on key best practices to get you off to a good start!
Facilitate your transition to incwo!
An expert at your side all day long
1000 € H.T
- A fixed price for a successful start
- A member of our dedicated team
- A full day, remotely
Save time and <br> start up faster
To be accompanied by an expert for a day to help you to :
- Set up your incwo account
- Configure the solution to suit your needs
- Getting started with software
- Get to grips with the 3 main functions
How does it work?
- 1
Step 1: Gathering configuration data
Your expert takes note of information about your business, your team structure, and your usage needs and expectations. He tells you what administrative and commercial information you need to send him to configure your application properly.
- 2
Step 2: Choose the date
Avec votre expert dédié, vous définissez la date de réalisation de la prestation d'aide au démarrage. Cette aide sera réalisée pour vous et votre équipe, à distance en visio avec écran partagé.
- 3
Step 3: D-Day, setting up your incwo software
The expert configures your account and data to get you and your teams up and running quickly. During this intervention, you are the actor! The incwo expert shows you how to manage any future configuration changes.
- 4
Stage 4: Review of the start-up day
One week after the intervention, our expert will get back in touch with you to review the start-up. This is an opportunity for you to get feedback and plan further support, to accelerate your teams if necessary.
How does it work?
- 1
Step 1: Gathering configuration data
Your expert takes note of information about your business, your team structure, and your usage needs and expectations. He tells you what administrative and commercial information you need to send him to configure your application properly.
- 2
Step 2: Choosing the date and mode of intervention
Together with your dedicated expert, you define the date for the start-up assistance service. This assistance can be provided at your premises, in your company, within your team, or remotely via video call and split screen.
- 3
Step 3: D-Day, setting up your incwo software
The expert configures your account and data to get you and your teams up and running quickly. During this intervention, you are the actor! The incwo expert shows you how to manage any future configuration changes.
- 4
Stage 4: Review of the start-up day
One week after the intervention, our expert will get back in touch with you to review the start-up. This is an opportunity for you to get feedback and plan further support, to accelerate your teams if necessary.
Frequently asked questions<br>
What settings are included in the offer?
Start-up assistance is an intervention carried out within a specific framework to help you get up and running quickly.
It comprises 2 phases: a software configuration phase and a start-up assistance phase.
The configuration phase concerns :
- Company data
- User accounts
- Logo and template for quotes and invoices
- Bank accounts (without bank connection)
- Accounting codes
- Project codes
In addition to these settings, start-up assistance includes 4 other fieldsto help you get started:
- General introduction to incwo
- Best practices and standard uses of the software for: creating or modifying objects such as contacts, quotes and invoices; adding notes, tasks and appointments
- Actions to import and export data or make selections
- Installation of useful apps to adapt the interface to your needs (but without configuration and connection to external services)
What's missing from the start-up offer?
Start-up assistance is not a training course, nor a migration or data integration service.
It is a quick set-up of the working interface to save time for you and your teams. It focuses on the general, standard configuration of the software and does not propose to approach the specific.
As such, it includes the essential parameterization points for invoicing according to standards, for simply monitoring and managing a business, and for analyzing performance.
It doesn't deal with the specifics of connecting to external solutions via APIs, with app settings specific to your needs, with connecting apps to external services (no connection to your bank or e-commerce platform, for example, but we'll show you the dedicated app to find out how).
It also excludes importing your data into incwo, processing feeds or testing the operation of APIs.
Who is the intervening expert?
It's always a member of the incwo team.
This is usually a person attached to the customer support department who masters the software's entire scope of configuration and functionality.
How long does the procedure last?
The intervention lasts 7 hours.
The configuration sequence is carried out first, and takes an average of 3 hours, depending on the elements to be processed.
The training sequence takes around 4 hours.
How is the service provided?
Onboarding assistance can be delivered remotely.
Can remote onboarding assistance be spread over several days?
Yes, but no more than 3 days, whether consecutive or not.
These 3 possible sessions are linked to the sequencing of the start-up assistance offer.
The parameter-setting sequence is carried out over a half-day of up to 3 hours, and is indivisible.
The Getting Started sequence can be carried out in a single 4-hour session, or split into two sessions on two different days, depending on the availability of our booking schedule.
Who can take part in this start-up aid?
For the configuration phase, ideally a company manager or administrator with access to sensitive company management, banking and accounting data.
For the learning phase, all software users!
For the configuration phase, what information does the expert gather?
Mainly Kbis, HD Logo, Graphic Charter, List of accounting codes, IBAN/BIC
If I need an additional service, is it possible?
Yes, if you'd like our team to configure certain apps, for example, that's possible.
Any additional requests will be invoiced extra. A quotation will be provided based on the needs established during the first meeting with your expert.
But we can also go much further, helping you configure and get to grips with the software, with migration, integration and training services.
Our incwo Services division specializes in taking care of every stage of your digital transition.
Do you have an offer where everything is taken care of by the incwo teams?
Yes, with our incwo Services division
Audit, migration, integration, training, support and follow-up over time with à la carte services.
Contact us to find out more