You will not have to set this up alone.
We help you set up services, prices, phones, payments, and team access. Plan the move from your current tools with our help.
Not an empty account
From signup to your first live job, with people helping.
How going live works.
Sign up
Your account is created
It waits for activation while you get ready.
Book the call
Pick a time for your activation call
Or ask us to call you right away.
Set up
Services, prices, payments, phones and team
Worked through together, and reviewed before customers see anything.
Go live
Your account is turned on
Then the office and field teams practice the real workflows.
What to bring
Your services, your customers, your team.
Your current data
We review what can be imported and what needs preparation.
Your price list
So the price book is right before anyone sends a quote.
Your people
Roles for office staff and field techs.
Real screens
See the setup steps.
Tap the highlighted spot, or use Next.Step 1 of 2
After setup
Training on the work you actually do.
- Work through business identity and service pricing.
- Configure supported payments and company communications.
- Set up team access and the roles needed for office and field work.
- Follow guided setup to your first job, with a named WildPipe contact and check-in dates.
- Get a weekly progress email for the first 90 days and a monthly summary of money collected, jobs, visits and calls answered.
- Train the office on inquiries, quotes, scheduling, and billing.
- Review field workflows for the visits your team performs.
- Use the Help Center for ongoing reference after setup.
- Share your screen with WildPipe support by reading a code; passwords and card numbers stay hidden.
Part of Platform & Setup
Set up once, used everywhere.
Your services, prices and team settings feed every part of WildPipe from day one.
What happens here
Setup & Training
- 1Plan the move
- 2Set up the operating basics
- 3Learn the connected workflows
Same customer, same job, same record.