Onboarding services

Start yourself with Milo, or bring Guspora in for a paid implementation.

Free Core access does not require a professional onboarding purchase. Self-guided setup and standard import are available at no charge. Hands-on implementation, advanced migration, cleanup, training, and integration work are paid services scoped before payment.

Packages

Five setup paths, priced by how much Guspora staff work is involved.

Milo Self-Guided Setup

Free

In-product guidance for company profile, trades, users, customer records, first assets, first inspection, billing settings, and first report.

  • Milo setup guidance
  • Docs and walkthroughs
  • Self-serve configuration
  • First-record setup prompts

Does not include Guspora staff rebuilding templates, cleaning legacy data, or running a live training program.

Standard Data Import

Free

Basic supported import for straightforward customer, property, contact, asset, or equipment lists when the source file is already clean enough to map.

  • Supported CSV/import template path
  • Basic field mapping
  • Import validation feedback
  • Import into the account record

Does not include data cleanup, deduplication, historical reconstruction, custom transforms, or source-system consulting.

Professional Setup

Paid

Guided implementation for teams that want Guspora configured with them instead of working through the setup path alone.

  • Implementation scoping
  • Company and workflow configuration
  • Template review for launch
  • Launch-readiness session

Advanced migration, large template rebuilds, custom integrations, and broad training are scoped separately.

Advanced Migration

Paid

Scoped migration service for messy legacy systems, cleanup work, template rebuilds, training needs, or integration-heavy setup.

  • Legacy data assessment
  • Cleanup and deduplication scope
  • Template rebuild planning
  • Training or integration work when quoted

No work begins and no charge is made until the migration scope and quote are accepted.

Enterprise Implementation

Custom

Implementation plan for multi-region operations, custom integrations, white-label requirements, procurement terms, or staged rollouts.

  • Custom rollout plan
  • Integration and SSO scoping
  • Data migration plan
  • Commercial terms review

Enterprise implementation is quoted directly. It is not a self-serve checkout item.

Plain language

What you pay for and what is included.

Professional onboarding pricing

Professional onboarding is a paid implementation service.

Advanced migration pricing

Advanced migration and custom workflow setup are quoted based on scope.

Free standard import scope

Free standard import covers supported source files and basic mapping.

FAQ

Onboarding pricing — frequently asked.

Is onboarding free?
Milo self-guided setup and standard data import are free on every plan, including Free Core. Professional Setup, Advanced Migration, template rebuilds, training, cleanup, and integration work are paid implementation services that are scoped and quoted before any charge.
What is included in free import?
Free standard import covers supported source files and basic mapping — straightforward customer, property, contact, asset, or equipment lists where the source file is already clean enough to map directly. It does not cover data cleanup, deduplication, historical reconstruction, custom transforms, or source-system consulting; those land under Advanced Migration as a paid quote.
When do I pay for professional onboarding?
Paid professional onboarding is for teams that want Guspora staff configuring the workspace with them instead of working through self-guided setup alone. Scope, deliverables, and price are confirmed in writing before any payment. Free Core and subscription checkout do not require a professional onboarding purchase to activate.
Service boundary

Clear line between included setup and implementation services.

Included setup

Milo self-guided setup and a basic supported import path for clean, mappable data.

Paid service work

Guided configuration, staff-led implementation, advanced migration, cleanup, template rebuild, training, and integration work.

No automatic charges

Professional services are quoted before payment. Guspora does not add implementation fees to Free Core or subscription checkout automatically.