📄️ Onboarding
The Lead-to-Live journey board — a customer's road from accepted quote to a live monitored site, with a task-driven Getting Started link for the customer, automatic prospect-customer and pending-site creation, and per-VCR SLAs, gates, and a task pack.
📄️ Contract templates
Upload your own agreement as a PDF, place boxes on it for the answers the customer already typed and for the signature, and the onboarding journey prepares it — prefilled — and has the customer sign it (and the debit-order mandate) once.