ONBOARDING

We build Radova around the way your business already works.

You do not get dropped into a generic template and left to figure it out. Every plan includes a tailored workflow setup based on your business, services, team, job stages and day-to-day process.

HOW IT WORKS

From enquiry to a workspace that actually fits.

The onboarding process is designed to understand how work moves through your business before we configure your Radova workspace.

01
START

Send an enquiry

Choose the plan you are interested in and give us a quick overview of your business.

02
DISCOVERY

Complete the detailed workflow form

We send you an in-depth form covering your services, clients, team, workflow stages, approvals, quoting, files, reporting, admin and anything else Radova should handle.

03
BUILD

We configure your workspace

We shape the layout, categories, stages, fields, modules and key workflow around the way your business operates.

04
REVIEW

You review the setup

You check the workspace and tell us what needs changing. We refine the structure so it feels natural for your team.

05
GO LIVE

Start running the business in Radova

Once the setup is approved, you can begin using Radova for live customers, jobs, workflow, staff, files, quotes and operations.

WHAT WE ASK ABOUT

We learn the parts that actually matter.

The detailed form is there so we can design the workflow properly the first time instead of guessing.

Business structure

What you do, what you sell, how your jobs are created and how your team is structured.

Workflow stages

How work moves from enquiry through quoting, approval, production, delivery or completion.

Customers & sales

How leads, customers, quotes, approvals and follow-ups currently work.

Operations

Inventory, suppliers, purchase orders, files, checklists, production and scheduling.

Staff & permissions

Who needs access and what owners, admin, production, installers or staff should see.

Reporting & intelligence

What you want to track: revenue, profit, workload, delays, margins, outstanding invoices and more.

BRING YOUR HISTORY WITH YOU

You do not have to start Radova from zero.

As part of onboarding, we can help transfer your current and previous business records into Radova — even if you have never used workflow software before.

Current & previous orders

Bring across active and completed jobs or orders so your customer history is useful from day one.

Customers & contacts

Move client lists, contact details, notes and existing relationships into your new workspace.

Subscriptions & recurring costs

Add current subscriptions, recurring business expenses and useful historical records.

Quotes & invoices

Where your records are available, we can structure previous quote and invoice history inside Radova.

Products, services & suppliers

Bring across common services, pricing, suppliers, materials and other operational information.

Spreadsheets and manual records are fine

If you currently use Excel, Google Sheets, PDFs, email or manual records, that is completely fine. You do not need to be migrating from another workflow platform.

No workflow software? No problem.

We work with whatever records you already have and use them to help build a cleaner Radova workspace around your business.

INCLUDED IN EVERY PLAN

Custom workflow layout is not an upgrade.

Whether you choose Basic or Plus, the core workflow is tailored to your needs. Custom pricing is for businesses that require more complex modules, integrations, permissions or setup — not simply to get a tailored layout.

YOUR BUSINESS
Enquiry→Detailed form→Custom setup→Review→Go live

Ready to start your setup?

Pick a plan, send us a quick enquiry, and we’ll send through the detailed workflow form.

Start onboarding