Client Onboarding

Switch to Nestsen.
Live within 10 days.

A dedicated onboarding specialist migrates your property, tenant and maintenance data, configures triage around how your team works, and gets everyone trained — without a drawn-out changeover or a period of double data-entry.

10 days

Typical time to go live

1

Dedicated onboarding specialist per account

0

Double data-entry period

How it works

Four stages, ten days

One specialist owns your onboarding end to end, so nothing gets lost between handovers.

Days 1–2

Discovery & handover

A dedicated onboarding specialist maps your portfolio — properties, tenancies, contacts, and open maintenance jobs — and agrees the export from your current system or spreadsheets. No changes to how your team works yet.

Days 3–6

Build & migrate

Your properties, tenants, landlords and contractor contacts are loaded into Nestsen, maintenance history is preserved against each property, and AI triage rules are configured around how your team actually works.

Days 7–8

Review & train

Your team gets a walkthrough of the live environment built from your own data — not a demo account. We check everything against your records together and fix anything that needs adjusting before go-live.

Days 9–10

Go live & support

Nestsen takes over reporting and triage. Your onboarding specialist stays on hand through the first jobs and first week, so questions get answered immediately rather than queued in a support inbox.

What comes with you

Nothing left behind

Everything that matters about your portfolio moves across before you ever see the new system live.

Property & unit records

Tenant, landlord & contractor contacts

Open and historic maintenance jobs

Compliance and certificate dates

Reviewed and signed off by your team before go-live — not just imported and hoped for.

Ready when you are

Ten days from kick-off
to live triage.

Talk to an onboarding specialist about your portfolio and get a firm go-live date.

Common questions

Onboarding, answered

Will we lose any historical maintenance data?

No. Full maintenance history is carried across against each property, so your team can see prior issues and jobs from day one — nothing starts from a blank slate.

What happens to maintenance jobs that are already in progress?

Open jobs are migrated with their current status and history intact, so nothing gets dropped or duplicated during the switch.

Do we need to enter data twice while we switch over?

No. Your existing system stays as the source of truth until the migrated data is reviewed and signed off, then Nestsen takes over — there's no parallel double-entry period.

Can onboarding go faster or slower than 10 days?

10 days is typical for a straightforward portfolio. Larger or more complex portfolios may take a little longer to review thoroughly; we agree the exact timeline with you at the discovery stage.

What does onboarding cost?

Onboarding is included as part of getting started with Nestsen — speak to your onboarding specialist for details specific to your portfolio.

What support do we get after go-live?

Your onboarding specialist stays involved through your first week live, and ongoing support continues after that as part of your Nestsen subscription.