A real person helps
A specialist sets it up with you on a call.
Intelligence & Platform
Onboarding & Setup
Go live with your services, prices, and customers loaded
Most software hands you an empty account and a help article. Your busy season is not going to wait while you build it yourself.
Guided setup so your services, prices, phone numbers, techs, and existing customers are actually in the system — not an empty account you have to figure out.
One connected part of the complete WildPipe operating system. Included on every account with unlimited users and no per-feature charges. See pricing
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WildPipe/ Evergreen Wildlife & PestInteractive demo
EWLive product view
Onboarding & Setup
Guide business setup, payments, communications, team configuration, data migration, and training.
Structured setup journeyPayment and phone onboardingTeam invitations
Structured setup journey
Updated moments ago
StatusActive
CompanyEvergreen
VisibilityTeam
Top tools
Top tools to help you get set up and running fast
Owners and managers use this to see what is actually making money, while the crew gets the reminders and records they need.
Set up for your work
Your services, your pricing, your trap and inspection steps.
Bring your customers
Existing customer and service history comes over.
Crew trained
Office and techs both know their part before go-live.
Real-world scenarios
How this plays out in the field
Three jobs you have already run this month, and what WildPipe does with them.
1Real-world scenario
You sign up Tuesday, do a setup call Thursday, and take your first call in the new system that afternoon.
2Real-world scenario
Two thousand existing customers and their service history come over instead of being retyped.
3Real-world scenario
Your trap check and attic inspection steps are built during setup, so techs start out doing it right.
The takeaway
Move from signup to a correctly configured operation with hands-on support.
How it works
The day-to-day flow
Your crew works the way they already do. WildPipe keeps the property, the paperwork, and the money attached to it.
- 1
Sign up
Tell us about your company.
- 2
Setup call
We configure it together.
- 3
Go live
Start taking calls and booking work.
What's included
All 8 pieces of Onboarding & Setup
Nothing here is an upgrade or an add-on. Some of it gets specific — that is on purpose, because this work is specific. Our team turns on what you need during setup.
- Structured setup journey
- Payment and phone onboarding
- Team invitations
- Data migration and training
- Pending-onboarding gate until a WildPipe specialist activates the account
- Embedded Stripe Connect and Twilio company setup
- Company-domain email and team provisioning
- Guided business, payment, communication, and workforce configuration
The result for your company
Move from signup to a correctly configured operation with hands-on support.
We've got your back
You will not be setting this up alone
A specialist configures your services, prices, and workflow with you on a call, then trains your office and your techs before you go live.
Talk with our team
Tell us how your operation runs and we will show you exactly how this fits it — no pressure, no jargon.
Contact usSee what it costs
A flat 5% of the revenue you record. Every feature, unlimited users, and the 24/7 contact center included.
View pricingBrowse all 54 modules
This is one piece of the platform. The rest of your office, field, phone, and billing work lives here too.
All featuresFAQ
Still have questions? We've got answers.
What does Onboarding & Setup actually do?
Guided setup so your services, prices, phone numbers, techs, and existing customers are actually in the system — not an empty account you have to figure out.
Who on my team would use it?
Owners and managers use this to see what is actually making money, while the crew gets the reminders and records they need.
Is Onboarding & Setup included with WildPipe?
Yes. Every feature is included. There are no upgrade tiers and no per-feature charges.
Can my whole team use it?
Yes. You get unlimited users, and each person sees the tools that fit their job.
Does it work on a phone in the field?
Yes. Techs get the same customer information and tools from the field app.
Ready to put Onboarding & Setup to work?
Move from signup to a correctly configured operation with hands-on support.