Services

We set it up with you. We can run it for you.

Every business runs a little differently, and software only pays off when it fits. We spend your first week configuring BaseLeap around your operation. Afterwards you choose: run it yourselves with your own administrator, or let us look after it for a fraction of what a dedicated administrator costs.

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A smiling administrator working at a laptop in an open-plan office
Enablement · week one

A week to fit BaseLeap to your business.

Getting started is not a login and a help page. We work alongside your team for a week, configure the system to the way your operation actually runs, load your data and train your people — so you go live on your own records, not a demo.

Day 1

Map the business

A working session with the people who run the work.

  • How jobs, hires or placements move
  • Roles, approvals and sign-offs
  • The documents you send and receive
  • The data you are bringing
Days 2–3

Configure

Built by us, shown to you as it takes shape.

  • Fields, record types and picklists
  • Page layouts and status flows
  • Service types, roster templates, rate cards
  • Checklists, workflows and approvals
Days 3–4

Templates and data

Your documents and your records, not ours.

  • Quote, invoice and service report templates
  • Hire agreements and email templates
  • Customers, sites, equipment and people loaded
  • Reviewed with you before it is committed
Day 4

Train

On your own records, at your desks and on site.

  • The office on the desktop
  • The crew on the field app, on their own phones
  • Managers on approvals and reports
  • Your in-house administrator, if you have one
Day 5

Go live

The first real work raised with us on the line.

  • First orders, hires or placements
  • A named person to call for the fortnight after
  • A list of what we tune in week two
Or run it yourselves

Already have an in-house administrator? The system is theirs.

Plenty of customers run BaseLeap themselves. If you have someone who looks after your systems, they work alongside us through the week and leave it able to make every change on their own — nothing about the platform needs us to touch it.

  • Admin sessions in the week: fields, layouts, picklists and record types
  • Templates, workflows, approvals and reports, built together
  • Users, roles and licences handed over
  • Support on every plan when they get stuck
  • Managed administration stays optional — add it later, or drop it

Complex data migration — years of history, several source systems, records that need reconciling — and custom integrations are scoped and quoted on top of the week. We will tell you which yours is on the first call.

Managed administration

Your system administrator, without the hire.

Every system needs someone to look after it: adding people, changing a form, fixing a report, keeping up with new features. Most businesses do not have enough of that work to justify a full-time administrator — and the ones that train someone up tend to lose them. We do it for you, cost-effectively, for your own team.

A dedicated administrator

  • A salary for a role that is busy some weeks and idle others
  • Months to learn the system properly
  • Everything they know leaves when they do
  • New features go unused because nobody had time to look

Managed administration from BaseLeap

  • A monthly package sized to your team, at a fraction of the cost
  • People who already know the platform inside out
  • Every change written down, so nothing is a mystery later
  • Each release reviewed against how you work
What we look after

Administration, changes, updates and support.

You describe what you need in plain words; we make the change in your tenant and tell you what changed.

Day-to-day administration

The upkeep that keeps the system trustworthy.

  • Users, roles and licences added, changed and removed
  • Picklists and reference data kept current
  • Permissions reviewed when people change jobs
  • Data tidied: duplicates merged, records corrected

Changes and enhancements

A standing monthly allocation, so the system keeps up with the business.

  • Fields, layouts and record types changed for you
  • Quote, invoice and report templates updated
  • Workflows and approvals for work still done by hand
  • Reports and dashboards for new questions

Updates and releases

BaseLeap improves for every customer at once; we make sure you get the benefit.

  • Each release reviewed against your configuration
  • New features switched on and set up when they help
  • Your team told what changed, in plain words
  • New solutions configured when you add them

Support you can ring

When it matters, a person picks up.

  • A named contact who knows your setup
  • Screen-share when a description is not enough
  • Fixes made in your tenant while you watch
  • Straight answers on what the system does and does not do

A regular review

A look at what the system could be doing that it is not.

  • How the business is actually using it
  • What is still on spreadsheets, and should not be
  • Automation for the repetitive steps
  • A short list of what to do next

Sized to you

A package for a five-person office or a three-hundred-person operation.

  • Monthly, alongside your licences
  • Included with an Enterprise licence
  • Scale up for a busy quarter, down after it
  • Take the work in-house whenever you like
Ask about managed administration → See pricing

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