Onboarding

Let's get you set up

Your account arrives pre-built for your trade. Here is exactly what happens next.

In short: OpsHUB onboarding: a 60-minute kickoff call (Company Setup, price list import, estimate terms review), a 30-minute check-in at day 14, and email support for the first month. Your 30-day trial starts when your account is set up.

Your first 30 days

Six steps to live

Book your kickoff

Pick a 60-minute slot. Bring your logo, license number and current price list.

Company Setup

Legal name, DBA, license, markets, service area, markup, labor burden, retainage and warranty term — done together.

Load your prices

Your CSI-coded products start at $0. We import or enter your Economy, Standard and Premium prices.

Review estimate terms

We adjust the trade clarifications and exclusions to how you work.

Connect phone & email

Connect your business number, email and payment processor.

Day-14 check-in

A 30-minute call to tune automations and answer questions.

Questions

FAQ

How long does setup take?

The kickoff is 60 minutes. Most contractors are running leads and estimates the same week.

Can someone do it for me?

Yes. Ro Support (+$200/mo) adds a monthly working session and priority help.

How much does OpsHUB cost?

OpsHUB for Trades is $197 per month (or $1,970 per year). OpsHUB for General Contractors is $297 per month (or $2,970 per year). A one-time setup fee of $497 for trades or $997 for general contractors covers your onboarding, and it is waived when you choose an annual plan.