Guide to Completing the AirBills Onboarding Sheet

Welcome to Airbills. As part of our commitment to providing you with a seamless air shipping management experience, we've designed a straightforward onboarding process to get you started. This guide will help you complete the Onboarding Readiness Spreadsheet, which is a crucial step in setting up your account with us.

What You'll Need

1. Before you begin, ensure you have the following:
2. Business registration details
3. Tax identification number
4. Specific documents related to your properties and bills
5. Access to the Onboarding Readiness Spreadsheet (provided by Alex)
6. A few hours available to coordinate on Slack

Step-by-Step Instructions

Step 1: Join Slack

Locate the welcome email from Alex in your inbox.

Click on the join link provided in the email to enter the Slack channel.

This will be your primary channel for communication during the onboarding process.

Step 2: Link Bank

Follow the instructions in the provided video or article to link your bank account for ACH invoices and seed funds.

Step 3: Complete Property and Billing Details

Open the Onboarding Readiness Spreadsheet. You will find five important sheets: About Company, About Properties, About Bills, GL codes, and Users/Teams.

Fill in your company's details, including the business registration and tax identification numbers.

• About Properties Sheet: Enter information about each property, such as address, city, state, and property name. 
• About Bills Sheet: Input biller names, usernames, passwords, account numbers, and associated phone numbers for each bill. Pro-Tip: If a Service account/bill has no username/password, mention other account details like the account number and attach a copy of a recent bill.
• GL Codes Sheet: List the general ledger codes associated with each property or bill type. Incase you haven't set any for your accounting SaaS, you can use the default GL CODES provided by us.
• Users/Teams Sheet: Add the names, emails, phone numbers, job titles, and responsibilities of your team members. Specify which properties each team member is associated with (In-case)

Step 4: Data Import and Account Setup

After filling out the data, notify Alex on Slack for a double-check. Be available on Slack for a few hours daily to coordinate the data import. Once the data is verified, we will import it into our system.

Step 5: Account Demo and Activation

We will walk you through our dashboard and its features. (Alex will sent invitations for the meeting)

Step 6: Schedule Feedback Calls

Set up weekly or monthly feedback calls as per your preference to ensure ongoing support.

Conclusion

Completing the Onboarding Readiness Spreadsheet is a vital step in your journey with Airbills. By providing accurate and comprehensive information, you enable us to tailor our services to your specific needs. If you encounter any challenges or have questions during the process, our team is ready to assist you via Slack. Welcome aboard, and we look forward to helping you manage your air shipping needs efficiently! Please note that the steps above are based on the information provided and may need to be adjusted if there are any changes or updates to the onboarding process at Airbills