Getting Started
How onboarding works, from the backup of your current system to going live on a Monday.
Welcome to Blu Star
Switching software is a project, and we run it with you. We take on a limited number of new clients each year, so every company gets a proper discovery, a careful conversion and real training, not a login and a manual.
Here's how it goes, from the day you say yes to your first Monday on Blu Star.
From yes to go-live
1. Backup and discovery
We take a backup of your current system and learn how you work: your services, pricing, routes and the reports you rely on. You gather your logos, agreements and price lists.
2. A first conversion
We convert your data into Blu Star and check it with you well before go-live, so anything unusual surfaces early.
3. Custom work, if any
If you need something Blu Star doesn't do yet, this is when our developers build it.
4. Pre-training
Your office team gets a virtual preview of Blu Star, so go-live day isn't their first look.
5. Conversion Friday
Your office closes for a day of training for everyone while the final conversion runs. It's typically done by the end of the day, and we check and fine-tune it over the weekend.
6. Go live Monday
You open on Monday on Blu Star, with your records in place and your team trained.
Your data comes with you
We convert your records from PestPac, ServSuite, FieldRoutes and Service Autopilot, and check them with you before you go live. If you take payments through WorldPay, we can carry your customers' saved payment profiles across too.
Data conversion is part of onboarding, and its cost is built into your onboarding price, so there's no separate bill for moving your records.
What we set up together
Users and roles
Accounts for everyone in the office and the field, with the permissions each role needs.
Your company
Your details, branding, agreements and templates, so Blu Star looks and sounds like you.
Service areas
Your territories and zip codes, and where each technician starts and ends the day.
Services and pricing
Your services, pricing plans and packages, and how often each is billed.
Payments
Card and ACH payments through Authorize.net or WorldPay, one-time or autopay, including payments taken in advance.
Your mobile app
Blu Star Mobile on your technicians' Android or iOS phones and tablets, ready for their first day.
Training that sticks
Everyone trains before go-live: a virtual preview first, then a full day together on conversion Friday. After that, help is built in.
- A guided tour that walks new users through Blu Star.
- Built-in training videos.
- Context-sensitive help on every screen, with how-to documents behind it.
- A printed manual of the help and how-tos, or a searchable PDF, for the people who prefer one.
- A training mode in the mobile app, so technicians can practice before they're live.
We can also pair your key people with their counterparts at Adam's Pest Control, call center manager with call center manager and office manager with office manager, for advice from someone who's been there.
After go-live, we're still here
Support comes with your subscription at no extra charge. Call us at 763.231.8900, email support@thecollabetive.com, or open a ticket inside Blu Star and get notified as it moves.
You'll have an account manager who knows your business, and Blu Star Mobile gets around four updates a year, so improvements keep reaching your technicians.
That's what being your Tru Partner™ means.
Keep reading
Questions about Getting Started? Reach out to us.