Onboarding

Choose the onboarding path that matches how you use R2, then follow the recommended setup order to start building clean, connected records.

Start Here

Choose Your Onboarding Path

Each path explains what to prepare before signup, how to get your account started, and what to do after your account is created.

Set up R2 for locations, assemblies, compliance tracking, notices, reporting, and connected service providers.

Set up R2 for customers, properties, service work, testing activity, reports, and field workflows.

Set up R2 for shared property access, assets, contacts, notices, files, and service coordination.

Getting Started

Onboarding is easier when you know what to prepare, how to choose the right subscription, and how to build your first connected records.

1
Prepare Your Records
- Determine approximately how many records you plan to manage in R2 and which record types you will use.
- Review Data Import Services if you already have records that you would like transferred into R2.
2
Select a Subscription
- Review available subscription plans and choose the option that best fits your operations.
- Schedule a demo or contact our team if you need help determining the right subscription.
3
Configure Users & Access
- Each subscription includes a set number of user seats based on your plan level.
- Assign user seats to unique email addresses and choose the appropriate access level such as Administrator, Manager, or User.
4
Create Core Records
- Use the record creation wizard to add locations, contacts, and assets or assemblies.
- The wizard automatically connects related records together as they are created.
5
Build Out Record Details
- Verify identifying information and record details are accurate.
- Add notes, files, supporting information, and other record-specific details.
6
Start Daily Operations
- Create tasks and workflows directly from locations, assets, or assemblies.
- Create notice templates and automate communications or apply notices manually when needed.

Need Help With Existing Records?

Skip manual record entry and let our team import records for you.
Contact us and tell us which record types you would like imported.
We provide CSV templates for the supported record types.
Complete the templates and send them back to our team.
Once your completed templates are received, most imports are processed within 3–5 business days and returned ready to use in R2.

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