How you switch to Bas
In 6 clear steps you switch from your current software to Bas:
Step 1: entering basic data
Here all back-office staff enter data such as vehicles, boxes, materials. A simple way to get familiar with the new software.
Step 2: practising with Bas
All back-office staff create a moving job to gain experience with how Bas works. After this phase these practice jobs are removed from the system again.
Step 3: checking and adjusting configuration
Here we determine where Bas's configuration needs to be adjusted from the standard configuration, based on the experience from step 2. Think of different texts in emails, different payment terms, setting up tasks for staff, privacy settings for the mobile app, etc.
Step 4: working with Bas
The people responsible for quotes, planning and invoicing get started with Bas. This runs in parallel alongside the current software.
Step 5: entering ongoing files
The people responsible for quotes, planning and invoicing enter all ongoing files. Until we're ready for the transition to step 6, the go-live.
Step 6: go-live
Customer communication is activated and all back-office staff work exclusively in Bas.
Next step
In the next step you determine which staff are involved in the onboarding, which is only relevant for larger removal companies >