Implementation Packages

Some of our customers prefer our standard support and some want a little extra help. Ecotrak's Standard and White Glove Implementation Packages are designed for new customers that need assistance with a thorough onboarding.

Standard Implementation

Standard Implementation

Standard resources to help you set up.

Contact Sales

  • Add Users
  • Add Locations
  • Add Service Providers
  • Upload Information
  • Service Provider Onboarding
  • Assign Service Providers
  • Ecotrak Logic Configuration
  • Training

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White Glove Implementation

Advanced resources to help you set up

Contact Sales

  • Add Users
  • Add Locations
  • Add Service Providers
  • Upload Information
  • Service Provider Onboarding
  • Assign Service Providers
  • Ecotrak Logic Configuration
  • Training
  • Coordinate Asset Survey
  • Service Provider Procurement
  • Setup Approvals and Permissions
  • Setup Notifications
  • Regions, Districts, Location Types

*  Data transfer services, partnership and custom integrations are not included in Implementation Packages. Please reach out to sales for more information.

Implementation Timeline

Our customer implementation journey is designed to ensure a successful onboarding of Ecotrak—so your team can utilize the full power of Ecotrak Facility Management Software. Here’s what’s next.

Kick Off Call
  • Set weekly meetings
  • Confirm Go Live Date
  • Share goals
  • Define Requirements
Account Setup
  • Add users, service providers, locations, and assets
  • Complete Asset Survey
Build
  • Configure assets, service providers, and trades.
  • Integrations needed
  • Set permissions
Training
  • Invite users to Ecotrak
  • Schedule Training
  • Confirm Service Providers are trained and ready!
Go Live
  • Celebrate the launch! 🎉
  • Place your first work order!

After Implementation

After implementation, you'll be introduced to your Customer Success Manager and be able to set up the following features:

Budget
Preventive Maintenance
Troubleshooting
Decision Making Tool