Done-For-You Setup
We configure accounts, permissions, and automations to match your workflow—no guesswork.
Setup & Training Support
Run your business on Autopilot. We set everything up and train your team — fast.
Give your customers a big-league experience — run your business like the pros, for a fraction of the cost. We configure your tools, onboard your staff, and make sure everyone feels confident from day one.
Done-for-You Setup
Hands-On Training
Easy Step Guides
Ongoing Support
What Is Setup & Training Support?
We handle the technical setup, migrate what matters, and train your team to use the tools with confidence. Clear steps, simple checklists, and ongoing help—so you get value on day one.
Plan
Migrate
Train
Launch
Support
Team Training
Role-based sessions with recordings and quick guides so everyone knows exactly what to do.
Process Playbooks
Checklists & SOPs tailored to your jobs—repeatable steps that keep quality consistent.
Ongoing Support
Chat and scheduled help when you need it. Quick answers keep your team moving.
Safe Migration
We move your files and data with backups and rollbacks—no downtime surprises.
Faster Adoption
Simple defaults, templates, and shortcuts help your team see results immediately.
Most teams hit full speed in under two weeks—because everything’s set up right and everyone knows how to use it.
From Busywork to Smooth Operations The Everyday Headaches You Live With
The Everyday Headaches You Live With
And How We Turn Them Into Wins
If your team is juggling emails, messy spreadsheets, and missed handoffs, you’re not alone. We step in, fix the flow, train everyone, and give you simple tools that just work.
What’s Slowing You Down
- Quotes & invoices built from scratch every time.
- New hires guessing the process; nothing consistent.
- Missed follow-ups & "Who’s doing this?" confusion.
- Owners stuck doing admin at night instead of growing.
How It Feels After We Help
- Tools set up, steps connected, templates saved.
- Team gets training, quick guides, and support.
- Tasks move automatically to the right person.
- You look big-league & win more repeat work.
On average, owners reclaim a full workday each week, get paid days sooner, and keep more repeat jobs coming in automatically.
Simple Steps, Real Results
From Chaos to Autopilot in 3 Steps
We handle the heavy lifting. You get a clear plan, a system that works, and a team that knows how to use it.
01
We Review
We map your current workflow—from lead to paid—and spot the bottlenecks.
- Discovery call & audit
- Custom roadmap created
- Template selection
02
We Automate
We build the system, connect your tools, and train your team hands-on.
- Tools synced & tested
- Live team training
- Quick-start guides
03
You Run on Autopilot
Launch with confidence. We monitor performance and support you as you grow.
- Go-live support
- Cloud backups active
- Ongoing help desk
Includes setup, secure hosting, and automatic backups. Elite plans add quarterly tune-ups.
Real-World Examples
How Teams Like Yours Get It Done
Every trade runs differently. We customize your setup so your tools fit your day-to-day work—not the other way around.
Construction
Built a quote-to-invoice flow tracking materials, progress, and payments—all visible in one dashboard.
5+ Hours Saved Weekly
Home Services
Linked job scheduling, customer texts, and billing so technicians never miss an appointment or invoice.
30% Faster Turnaround
Office Teams
Automated quotes, follow-ups, and recurring invoices, removing manual data entry completely.
1 Day Saved Per Week
Proven ROI
Automation That Pays for Itself
With Setup & Training Support, your systems don’t just get organized—they start saving you hours, reducing costs, and bringing in cash faster.
8+ Hours
Saved per week on admin
35% Faster
Job turnaround speed
4x ROI
In first 3 months
"The setup paid for itself in the first month. My team stopped chasing paper and started closing jobs."
Built for Busy Owners
Why Choose Xelshard for Setup?
We keep things simple. We set everything up, train your team the easy way, and ensure your data is safe and owned by you.
Done-For-You
We connect your tools, load templates, and match the system to your real workflow.
Clear Training
Short sessions and simple guides ensure your team feels confident on day one.
Data Safety
Your system runs securely in the cloud with automatic backups. No IT headaches.
Fast Support
Need help? Our Elite option adds priority support and quarterly tune-ups.
You own your data. We keep it safe, backed up, and always accessible to you.
Trusted by Teams Using Setup & Training Support
Real stories from businesses who got up and running fast—with hands-on setup, onboarding, and ongoing support.
Plumbing
“They set everything up for us. We were sending automated quotes and reminders the same week.”
HVAC
“Our team isn’t techy, but the training was step-by-step. Everyone knew exactly what to do after day one.”
Roofing
“Setup wasn’t just technical—they helped us map our workflow. It felt like getting a consultant for free.”
Electrical
“Our staff actually uses the system because they were trained properly. Adoption was smooth.”
Plumbing
“They set everything up for us. We were sending automated quotes and reminders the same week.”
HVAC
“Our team isn’t techy, but the training was step-by-step. Everyone knew exactly what to do after day one.”
Construction
“They customized everything to how we work. Setup calls were quick, and everything just made sense.”
Cleaning
“Our cleaners understood how to use the system on their phones. Training videos made it easy.”
Lawn
“We were up and running faster than with any software we’ve bought before. Support was A+.”
Remodeling
“Whenever we had questions, they jumped on a call the same day. Training was clear and not overwhelming.”
Construction
“They customized everything to how we work. Setup calls were quick, and everything just made sense.”
Cleaning
“Our cleaners understood how to use the system on their phones. Training videos made it easy.”
Questions? We've Got Answers.
Common Questions About Setup
Plain English answers. No tech jargon. If you can send an email, you can use the system we build for you.
Do I need new software?
Not at all. We work with the tools you already use (like Gmail, QuickBooks, etc.) or suggest simple, low-cost options that fit your workflow.
How does training work?
We run live, short sessions with your team (remote or on-site) and provide simple "cheat sheets" so everyone knows exactly what to do.
What’s included in Managed?
Everything needed to run smoothly: Done-for-you setup, team training, cloud hosting, daily backups, and routine support check-ins.
How fast will we see results?
Most teams save hours in the very first week. Quotes go out faster, invoices get paid sooner, and you stop doing manual data entry immediately.
Who owns the data?
You do. Always. We help you secure it and back it up, but you retain full ownership and control of your client lists and documents.
Ready to Run Your Business on Autopilot?
Sync invoices, payments, and books so they update by themselves. Look more professional, save hours each week, and get paid faster.
Live in ~14 days
Save 5–10 hrs/week
3–7 days faster pay
Other Ways to Save Time