Suprata Suite · Platform & control

Suprata Onboard

Set up in minutes. Bring your history.

Suprata Onboard gets you running fast. An industry setup wizard builds the basics in minutes. An import tool brings your customers, price list, balances and equipment with you, checks every row first and can undo the whole import.

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Part of Suprata Suite Set up in minutes 6 help articles
Suprata Onboard
  • Do it yourself
  • Do it with us

What’s included

What Onboard does

10 capabilities, connected to every other module in Suprata Suite.

Do it yourself

6
  • A setup wizard picked for your industry
  • Revisit any wizard step later
  • Import customers, contacts, price list, opening balances, and boats or RVs
  • Every row checked before anything is written
  • Duplicates handled, with resume and undo
  • Step-by-step guides for your first week

Do it with us

4
  • A collaborative setup with our team
  • Your workflows, forms and roles configured for you
  • History brought over from your old systems
  • A plan for running old and new side by side before cutover

Help center

Learn Onboard step by step

Plain-English guides from the Suprata help center, with the judgment calls that make setup go right the first time.

The onboarding wizard explained The new-tenant wizard walks brand-new accounts through the minimum setup — and which wizard you get depends on your industry. What each step does… Can I import data from my old system? Yes. The import wizard brings in customers, your price list, opening balances, and boats or RVs from a spreadsheet or another system's export. It… Migrating from Another System Coming from QuickBooks-only, or Excel? The order of operations that minimizes data loss, the parts you should *not* migrate, and the parallel-running… Your first week with Suprata Suite A practical, in-order setup path for a brand-new account: what to configure first, what can wait, and the order that saves the most rework. Importing a price list from CSV Bringing in 100+ items from a spreadsheet or your old system? The import wizard matches your columns, builds your categories, checks every row before… Setting Up Suprata for a Service Business (HVAC, Plumbing, Electrical, General) A comprehensive setup plan for an HVAC, plumbing, electrical, or general service company on Suprata. Job types, dispatch, technicians, parts…

One platform

Part of something bigger

Suprata is a versatile workflow and business intelligence platform that delivers the power of custom software with ease and affordability.

  • One record. Onboard reads and writes the same customers, jobs and dollars as every other module.
  • Live numbers. Everything it does lands in dashboards and reports right away.
  • Room to grow. Rules, forms, workflows and reports can be customized as far as you need.
See the platform

Works hand in hand with

Suprata CoreCompany settings, business units, custom fields, tags and branding for every module. Suprata IntegrateQuickBooks Online and Xero, payment processors, a documented API, webhooks and an event feed. Suprata TeamUsers, roles and permissions, a mobile time clock and payroll categories for your payroll service. Suprata InventoryPrice list, stock across warehouses and trucks, cycle counts and purchase orders.

Suprata Suite

Get Onboard tonight

See which plan includes Onboard on the pricing page, or book a demo and we’ll walk you through it.

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Or call 888-494-4335