Getting started is a journey we walk with you
Switching estimating and commercial systems feels like a year-long ordeal. With Tibr it isn’t. We bring your data across, set up your templates and integrations, train your team and stand beside you at go-live — a clear, step-by-step path you can see the end of.
Tap any step below to see exactly what happens.
It’s smaller than you’re imagining
Onboarding is the thing most teams dread before they switch — and the thing they tell us afterwards they worried about for nothing. Here’s why.
Weeks, not years
Most teams are live on real projects within a few weeks, with a full rollout completed in a couple of months — never the open-ended IT project you might be picturing.
We do the heavy lifting
Your data, templates and integrations are set up with you, not dumped on you. You choose how hands-on you want to be — from self-serve to fully white-glove.
Nothing re-keyed
Tibr’s AI reads your existing spreadsheets and rebuilds them inside the platform. You keep your rates, your structure and your way of working — on a cleaner foundation.
The day it all lives in one place
Onboarding isn’t just data moving across — it’s the moment your quotes, suppliers and projects stop living in scattered files and start running from one place. Here’s the shift you’ll feel.
Quotes and prices spread across a dozen spreadsheets — each version a little different.
One set of quote & fast-quote templates and a shared rate library, so everyone prices the same way.
Your supplier list lives in inboxes, memory and the odd business card.
Your suppliers imported and ready — send enquiries and see spend from one place.
No single, live view of where a project’s money actually is.
Cost against value on every job, updating as it moves — margin you can actually see (CVR & WIP).
Purchase orders and variations agreed by phone, then chased over email.
Orders, variations and sign-off tracked in one place, on a clear approval ladder.
Every quote, order and letter rebuilt by hand — formatting and all.
Branded document suites generated for you in Document Studio.
The real numbers pulled together by hand at month-end.
Reports on demand — no more end-of-month archaeology.
Every one of these is set up with you during onboarding — you don’t build it alone. See the six steps that get you there →
Where are you starting from?
No two businesses arrive the same way. Tell us where you are today and we’ll show you what your move onto Tibr actually looks like — then walk the six steps below.
Your spreadsheets are a head start, not baggage
This is where most teams begin — and it’s exactly the case Tibr is built for. AI Edit reads the Excel, PDF and Word quotes you already use and rebuilds them as structured, priced line items, so your rates and the way you work carry straight over.
- AI Edit imports your existing quotes and price lists — no re-keying
- Your supplier list comes across, ready for orders and tenders
- You review every mapping before it lands — nothing imported blind
Switching systems without the big-bang risk
Already on an estimating or job-management tool? Export what you have and AI Edit brings the quotes, prices and contacts across. Run a live job or two in Tibr alongside your old system, then switch over on a date you choose — no freeze, no leap of faith.
- Export from your current system; AI Edit structures it inside Tibr
- Run in parallel on real jobs before you commit to the switch
- Go-live on your date, with us alongside through the first projects
A clean, professional foundation from day one
No system to migrate from is the simplest start of all. We set your templates, rates and approval routing up with you, and fast-quote templates mean repeat estimates take minutes from the very first week.
- Branded quote, order and subcontract templates built with you
- Fast-quote templates so repeat estimates take minutes
- Roles, permissions and approval routing set up around your team
See your onboarding, tailored to you
Tell us how your business works today — in your own words — and we’ll draft the onboarding plan we’d actually run: what comes across, the templates and systems we’d set up, your lane and a realistic timeline. No sign-up, and nothing you type is stored.
- Reading what you told us
- Matching it to Tibr
- Building your plan
This is an AI-drafted starting point grounded in what Tibr really does. We’ll confirm and refine it with you at discovery — and onboarding is scoped and quoted per business, so there are no figures here.
We couldn’t draft your plan just now
Something interrupted us on the way — it’s not you. Give it another go in a moment, or we’ll happily map your plan with you directly.
Tell us how you work today and we’ll draft your tailored onboarding plan. Request your plan →
Six steps from sign-up to live — each one handled
A clear sequence, with owners and timings agreed up front. Tap any step to see exactly what happens and who does what.
Discovery & scoping
A short kickoff to understand how you estimate, buy and run projects today — and where you want to get to.
What happens →Before anything is built, we map your current setup: your project types, how you price, who needs to approve what, and the systems you already run. That becomes the plan for everything that follows — so onboarding fits your business, not a generic template.
- A working session with the people who estimate, buy and run jobs
- Your project types, terminology and approval rules captured
- A clear, sequenced plan with owners and timings — no surprises
- We agree the lane that fits you: self-serve, guided or white-glove
Your data, migrated
Your existing quotes, price lists and suppliers brought across — AI reads your old spreadsheets so you don’t re-key them.
What happens →Switching shouldn’t mean starting from a blank page. Tibr’s AI Edit reads your existing Excel, PDF and Word quotes and rebuilds them as structured, priced line items inside Tibr. We bring your price lists, products and supplier base across alongside, so day one already looks familiar.
- AI Edit imports line items straight from your Excel, PDF and Word quotes
- Price lists and product tables rebuilt so your rates are ready to use
- Your supplier base brought across, ready for orders and tenders
- Start on a live job or two and grow — no big-bang data freeze
See the data-migration map — exactly what comes across and where it lands.
Templates & documents
Your quotes, orders and subcontract packs rebuilt as branded Tibr templates that go out looking like you.
What happens →Every document Tibr produces — quotes, purchase orders, the subcontract order suite — runs off templates we set up in your branding. Fast-quote templates rebuild your standard estimates, so repeat work takes minutes rather than hours.
- Fast-quote templates rebuild your standard, repeatable estimates
- Branded Word & PDF quote templates set up in your house style
- Purchase order and subcontract order document suites configured
- Your terminology applied throughout — Tibr speaks your team’s language
Connect your systems
Link the finance and CRM systems you already run — Xero, Sage 50 and HubSpot — so nothing is keyed twice.
What happens →Tibr sits at the commercial centre and feeds the systems around it. We connect your accounting and CRM during onboarding, so costs, invoices and deals flow without re-keying.
- Xero — two-way invoice and cost sync into live cost-value reconciliation
- Sage 50 — reconciled actual costs brought into the commercial picture
- HubSpot — deals become quotes with client & contact pre-filled
- Multi-currency and regional settings configured if you work internationally
See the integrations map — what flows to Xero, Sage 50 and HubSpot, and which way.
Your team & training
Users, roles and approval routing set up — then hands-on training so your team is confident from day one.
What happens →We set your people up with the right roles and permissions, and build your approval ladder so the right person signs off spend by value. Then we train — live, hands-on sessions on your own data, with materials your team can keep.
- Users, roles and permissions configured for your structure
- A value-band authorisation ladder so approvals route automatically
- Live training on your real projects, not a generic demo
- Materials and recordings your team keeps for new starters
See the team & training close-up — roles, the approval ladder and how we get your people confident.
Go-live
The switch-over, on a date you choose — with us alongside you, not waving from the shore.
What happens →Go-live is planned, not dramatic. With your data in, templates ready, systems connected and team trained, you move your live work onto Tibr on an agreed date — and we stay close through the first projects to make sure everything lands.
- A planned switch-over date that fits your project calendar
- We’re on hand through your first live quotes, orders and valuations
- Any final tweaks to templates, rates or routing made quickly
- A clean handover into ongoing support and aftercare
What to have ready — and none of it needs to be tidy
Onboarding isn’t a mountain of prep on your side. Here’s the short list of things to have to hand — and honestly, most teams already have most of it. Don’t have something, or it’s a mess? That’s completely normal: bring what you’ve got and we gather the rest together at discovery. Our AI reads your existing documents, and you approve what comes across.
Tick the ones you already have — you’ll see you’re closer than you think.
A few example quotes or price lists
However you quote today — Excel, PDF or Word. Tibr’s AI Edit reads them and rebuilds your line items and rates inside Tibr.
Rough and inconsistent is fine — you approve everything that comes across.
Your supplier list
Whoever you buy from. A spreadsheet or a contacts export is plenty — we bring them across ready for orders and tenders.
No tidy list? We’ll build it from your recent quotes and orders.
A live project or two
A current job with its costs, so you see Tibr working on real work from day one — not a generic demo.
Start with a couple and grow — there’s no big-bang data freeze.
Who’s on the team
Names and roles of who’ll use Tibr, and who signs off what. We set up roles, permissions and your approval ladder around it.
You can refine this later — nothing is set in stone.
Your finance or CRM system
Which one you run — Xero, Sage 50 or HubSpot — so we can connect it and stop anything being keyed twice.
Not connecting one yet? Skip it — Tibr works fully on its own.
A template & your logo
One of your standard documents and your branding, so quotes and orders go out looking like you, not like software.
Just the logo is enough to start — we build the rest with you.
Most teams already have most of this to hand — and whatever’s missing, we gather it together at discovery. Nothing needs to be tidy.
Prefer to watch? A guided walkthrough is on its way
We’re producing a short, narrated tour of onboarding — from your first upload to go-live — so you can see exactly how the hand-holding works before you commit. Until it lands, we’ll gladly walk you through it live, at your pace.
A step-by-step tour of your journey through Tibr — discovery, your data migrated, templates, integrations, training and go-live — is in production.
Your data comes with you — not a blank page
The fear is an empty platform and weeks of copy–paste. The reality: Tibr’s AI Edit reads the files you already work in — Excel, PDF and Word — and rebuilds them as structured, priced, ready-to-use records inside Tibr. You review every mapping before it lands.
AI reads your files
Excel, PDF and Word quotes are parsed into structured, priced line items automatically — the slow copy–paste that makes switching feel huge simply doesn’t happen.
You review before it lands
Nothing is imported blind. Tibr proposes how each line maps in, and you approve it — so what arrives is exactly right, with your rates and structure intact.
We’re alongside for the rest
Suppliers, historic projects and the awkward edge cases are migrated with you, at the pace your lane sets — never dumped on you to sort out alone.
This is Step 02 of the journey in detail. See where it sits in the full path back up in the six steps, or tell us what your data looks like and we’ll map the move with you.
Tibr at the centre — your systems stay in step
Tibr doesn’t replace your finance or CRM software — it sits at the commercial centre and keeps them in sync. During onboarding we connect the systems you already run, so costs, invoices and deals move on their own. Nothing is keyed in twice.
We set these connections up for you during onboarding — and multi-currency or regional settings too, if you work across borders. See every connection in detail on the Integrations page, or tell us what you run and we’ll map the flow with you.
Your suppliers are ready to work from day one
Importing a supplier list sounds like the dull part — but it’s where Tibr quietly removes a real fear: “we’ll never get everyone set up perfectly before we can start.” You don’t have to. Your base comes across with you, you can start before it’s pristine, and from the first week your suppliers are wired into orders, tenders and live spend.
Your base comes with you
Start before it’s perfect
A working procurement network
Bringing your suppliers across is part of Step 02 — but the real reassurance is what comes next: from week one they’re ready for purchase orders, competitive tenders and live spend tracking. See it end to end on the Procurement & Tendering page, or tell us about your supplier base and we’ll bring it across with you.
Your team, set up and sure of themselves
The worry isn’t just the data — it’s your people. Who can see what? Who signs off spend? Will everyone actually use it? Onboarding settles all three: the right access for every role, approvals that route themselves by value, and live training on your own projects until the team is genuinely confident.
Three tiers — regular users, client admins and a restricted super-admin — with sensitive areas locked to the top tier and per-user permissions that gate exactly who can do what.
We build your authorisation ladder during setup: company-wide value thresholds, each routed to its own approver, so no order leaves the door unsigned and nobody chases approvals by hand.
Trained on your own work
Live, hands-on sessions run on your real projects and templates — not a generic demo — so the team learns Tibr doing the job they actually do.
Materials your team keeps
Session recordings, quick-reference guides and a full help centre stay with you — so new starters get up to speed long after go-live, without waiting on us.
As much help as you want
Who does what flexes by lane: drive setup yourself with our support, do it together with a named contact, or have us run the whole rollout end to end.
This is Step 05 of the journey in detail. See exactly how roles, permissions and authorisation tiers work on the Security & access page, or tell us how your team is structured and we’ll set it up with you.
A rough map of the weeks ahead
Every business is different, so timings flex — but this is the honest shape of it. Most teams are running live work within weeks, with the full rollout settled in a couple of months.
Kickoff & discovery
We meet your team, map how you work today and agree the plan, the lane and the dates.
Data, templates & integrations
Your quotes, price lists and suppliers come across; templates are branded; Xero, Sage 50 or HubSpot connected.
Team setup & training
Users, roles and approval routing configured, then live hands-on training on your own projects.
Go-live & aftercare
A planned switch-over on your date — then we stay close through your first live jobs.
Smaller, simpler setups move faster; larger multi-team rollouts take a little longer. We’ll give you a realistic timeline at discovery — and stick to it.
As hands-on, or hands-off, as you want
The journey is the same six steps for everyone — what changes is how much we do alongside you. Pick the lane that fits your size and complexity; we’ll confirm the right one at discovery.
Self-serve
Smaller teams & simpler setups
Up and running under your own steam, with the tools and guidance to do it confidently.
- Guided setup checklists and step-by-step help
- AI Edit to import your own quotes and price lists
- Onboarding webinars and a full help centre
- Email support whenever you’re stuck
Pairs naturally with Core
Request a quote →Guided Most chosen
Most growing project businesses
We set up alongside you — a named contact and scheduled sessions take the weight off your team.
- A named onboarding contact who knows your account
- Scheduled working sessions — we configure with you
- We migrate your data and build your templates together
- Live team training on your own projects
Pairs naturally with Pro
Request a quote →White-glove
Larger, multi-team or complex rollouts
We do the heavy lifting end to end, so your team can keep delivering while we get you ready.
- Full-service data migration and bespoke template build
- Integrations, multi-currency and regional setup handled for you
- Multi-session training across estimating, procurement & commercials
- Phased go-live and a dedicated aftercare plan
Pairs naturally with Enterprise
Request a quote →Side by side
| Self-serve Pairs with Core | Guided Most chosen · Pairs with Pro | White-glove Pairs with Enterprise | |
|---|---|---|---|
| Best suited to | Smaller teams & simpler setups | Most growing project businesses | Larger, multi-team or complex rollouts |
| How setup happens | You drive it, we guide | We configure it with you | We do it end to end |
| Named onboarding contactSomeone who knows your account | |||
| Data migrationYour quotes, rates & suppliers | Self-import with AI Edit | Migrated together | Full-service, done for you |
| Templates & documentsQuotes, orders & branded docs | Build from our templates | Built with you | Bespoke build for you |
| Integrations set upXero · Sage 50 · HubSpot | Guided self-connect | Set up with you | Configured for you |
| Team training | Webinars & help centre | Live sessions on your projects | Multi-session, role-based |
| Multi-currency & regional setupFor international or multi-entity | |||
| Go-live | When you’re ready | Planned with you | Phased & managed |
| Aftercare | Help centre & email | Post go-live check-ins | Dedicated aftercare plan |
Onboarding is tailored to your business, so it’s priced per setup rather than off a list — tell us where you’re starting from and we’ll scope it with you. See how the lanes sit against our plans on the pricing page.
You’re never on your own once you’re live
Onboarding doesn’t end the day you switch over. We check in, we keep training as your team grows, and support is a message away — so Tibr keeps paying its way long after week one.
- Support whenever you need it — real people who know the platform
- Check-ins after go-live to catch anything early
- Ongoing training and materials for new starters
- New features rolled out with you, never sprung on you
The questions everyone asks first
How long does onboarding really take?
Most teams are live on real projects within a few weeks, with a full rollout completed in a couple of months. Simpler setups go faster; larger, multi-team rollouts take a little longer. You’ll get a realistic timeline at discovery, before you commit.
What happens to our existing quotes and spreadsheets?
They come with you. Tibr’s AI Edit reads your existing Excel, PDF and Word quotes and rebuilds them as structured, priced lines inside Tibr, and we bring your price lists and supplier base across too. You keep your rates and your way of working — nothing is thrown away.
Will it disrupt our live projects?
No big-bang switch. Most teams start on one or two live jobs and run them in Tibr alongside business as usual, then grow at their own pace. Go-live happens on a date you choose, when you’re ready.
Do we have to set everything up ourselves?
Only if you want to. Choose the guided or white-glove lane and a named contact does the heavy lifting with you — data migration, templates, integrations and training. Prefer to drive it yourself? Self-serve gives you the tools and support to do exactly that.
Which systems can you connect us to?
For finance, Xero and Sage 50; for CRM, HubSpot. We set these up during onboarding so costs, invoices and deals flow without re-keying. See the full picture on the Integrations page.
What does onboarding cost?
Because it’s tailored to where you’re starting from, onboarding is scoped and quoted per business rather than sold off a list. Tell us about your setup and we’ll put a clear proposal in front of you — request a quote.
Let’s map your onboarding together.
Tell us how you work today and we'll show you the exact path onto Tibr — timings, lane and what we handle for you.