Every BrushBoss customer starts with a guided onboarding process to help your team get set up correctly and begin using the platform with confidence.

During onboarding, we help you:
- Configure your account settings, users, roles, and workflows
- Prepare and review your budget and production rates for accurate estimates
- Set up core items like lead sources, job stages, proposal settings, and templates
- Walk through the key workflows your team will use day to day
- Align your team around how leads, estimates, jobs, invoices, and time tracking should move through the system so leadership can make informed decisions

After onboarding, customers can continue with the BrushBoss Strategic Program, an optional consulting program designed to help your team turn BrushBoss into a real operating system for the business.

Through the Strategic Program, we provide practical, role-based SOPs and guide your team through how to apply them across lead intake, sales, estimating, scheduling, job tracking, billing, and leadership review. We tailor the process around your team’s roles with the goal of creating cleaner workflows, clearer handoffs, better accountability, and stronger visibility into performance.

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BrushBoss is best suited for painting companies that want to:
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- Replace disconnected tools with one connected system
- Improve visibility across sales, production, billing, and job profitability
- Standardize how the team manages leads, estimates, schedules, and job handoffs
- Track time, costs, payments, and performance more clearly
- Build a more organized, system-driven business

Is onboarding included?Yes. Every BrushBoss customer receives structured onboarding to help configure the account, walk through key workflows, and get the team comfortable using the platform.

Is the Strategic Program required?
No. The Strategic Program is optional after onboarding. It is designed for companies that want continued help implementing SOPs, improving workflows, and using BrushBoss as a stronger operating system.

Are there feature gates?
No. BrushBoss is priced as one platform. Your monthly subscription includes access to the core BrushBoss features rather than splitting functionality across multiple plans.

How does user pricing work?
BrushBoss is $650/month and includes one active Account Owner user. Additional active users are $29/month per user. Users are those who have an active login and can access BrushBoss for the purpose of estimating or timekeeping, etc. Profiles that exist for time tracking by their crew leader so they appear on payroll reports have no access to BrushBoss, and are free.

Do customers sign an agreement?
Yes. Customers sign a BrushBoss Order Form and accept the applicable Terms of Use and Privacy Policy before using the platform.

Can BrushBoss be customized to our company?
BrushBoss is not custom-built software, but onboarding and the Strategic Program help tailor workflows, roles, templates, and approval processes around how your company operates.