Client Onboarding -New User
Welcome to Our Commercial Takeoff Service! We're thrilled to have you join our community! This guide will walk you through the simple steps to get you up and running with our services quickly and easily.
Step 1: Submit the Form
👉 Visit our website and fill out the Contact Us form. In the "Area of Interest" field, be sure to select Commercial Takeoffs.
Step 2: FSS Portal Access and Project Folder
Shortly after submitting the form, check your email for a link granting access to your project in the FSS portal.
Look for an email from Franchise Support Services (support@fssapp.com).
We have shared a folder with you, named after your provided name.
Enter your registered email address to access the shared folder.
Use the default password: FSSCT_newuser (first-time users should log in with this password and update it after logging in. To change your password, navigate to: Profile → Security → Change your password)
Step 3: Uploading Input Files
Once inside your project folder, find the "Inputs" folder. This is where you'll upload all the necessary files for your project.
Simply drag and drop your project's input files into the "Inputs" folder.
Communication via "Project Chat"
Inside your project folder, there’s a dedicated chat for real-time discussions. Use "Project Chat" to discuss project details, ask questions, and track progress.
Step 4: Project Review & Quote Approval
Project Document Review → Our team will thoroughly review all submitted project documents and provide an estimated number of hours required for completion.
Quote Notification → You’ll receive the project quote via email and in "Project Chat."
Review & Accept → Carefully check the quote and confirm approval to proceed.
Need changes? Discuss them in "Project Chat" before approval.
Step 5: Project Take-Off & Invoice Delivery
Work Begins → Once you approve the quote, our team starts working on your project.
Project Progress → We will execute the take-off as per the project requirements.
Final Invoice Generation → Once the project is completed, we will generate the final invoice and share it with you.
Invoice Delivery → You'll receive the invoice via:
📩 Email (PDF attached)
💬 "Project Chat" in the portal
Process Payment → Follow the invoice instructions to complete your payment.
Step 8: Download Your Completed Project Files
Files Unlocked → Once payment is confirmed, your final project files are released.
Download Your Files → Access the FSS portal and retrieve your completed work.
You’re All Set!
That’s it! You’ve successfully navigated the FSS onboarding process. Need Help? Our support team is always here to assist you. support@fssapp.com