Onboarding

Live in 7 days*

No IT project, no per-seat licences, nothing ripped out. Your team keeps working while we do the configuration around them.

Onboarding plan

Your first site, in one week

In progress
  • Day 1 Set up together
  • Days 2 to 3 Configured how you work
  • Days 4 to 5 Contractors on board
  • Day 6 First live plots
  • Day 7 Live
Kate, your Ubrix onboarding lead

Your Ubrix onboarding lead

Assigned before day 1

7 days*

To live on your first site

Your call

Phased or full implementation

£0

Setup fees

Unlimited

Users included in every plot

The plan

One week, one step at a time

Willow Grange
plots.csv imported 09:14
32 plots
Plot 41, The Sycamore4 bed, £305,000Reserved
Plot 42, The Sycamore4 bed, £312,500Reserved
Plot 43, The Aspen3 bed, £268,000Build
Plot 44, The Aspen3 bed, £268,000Importing
4 house types, 2 developments
Day 1

Set up together

Your plots, developments and team set up with you on a call. No forms to fill in first, no data uploads at your end.

Handled by Ubrix
Configuring your account, importing your plot list, inviting your team
From you
A plot list, anything exportable works
Pre-handover inspection
Built from your PDF in 4 seconds
Smart Forms AI
Reading your existing formhandover-checklist-v3.pdf, 12 fields found
KitchenUnits, worktop, appliances
BathroomSeals, tiling, extractor
PhotosGeotagged, required
Sign-offSite manager and inspector
ReservationStage 4Stage 6HandoverCompliance 8 of 8
Your wording, kept exactly4s
Days 2 to 3

Your forms rebuilt in seconds, not weeks

Send us the checklists you already use and Smart Forms AI reads them and builds them out in seconds, field for field, wording intact. What used to be the slowest part of any implementation is done before the call ends.

Handled by Ubrix
Smart Forms AI rebuilding every form, then wiring up your stages and compliance checks
From you
Your existing checklists, in whatever format you have them
Contractor hub
Free for every contractor
4 invited
Kerrigan PlumbingPlumbing, 3 tradesJoined
M Jarvis ElectricalElectricalJoined
Southgate TilingTiling, flooringInvited
Lakeland JoineryJoineryInvited
Unlimited contractors2 of 4 active
Days 4 to 5

Contractors and team on board

Your contractors invited to their free hub and your team shown the ropes in one short session. No training weeks, no per-user licences to buy.

Handled by Ubrix
Inviting contractors, running the walkthrough session
From you
Contractor names and emails
Plot 42, Willow Grange
The Sycamore, 4 bed, £312,500
Live
SalesBuildCompletionDLP
Exchanged, 1 week aheadBuyer invited to Home Assist
Stage 6 signed offGeotagged, dual sign-off
Alongside your systemsAudit trail complete
Day 6

First live plots

Your first live plots running alongside your existing systems. Nothing else changes at your end; the record just starts working.

Handled by Ubrix
Switching your first plots live, standing by while they settle
Week one
Your onboarding lead on hand
Live
Your Ubrix onboarding leadCheck-in booked, Thursday 10:00
32 plots liveWillow GrangeDay 7
Add your next developmentWhen you are readyAny time
Connect your other systemsThrough your published connectionAny time
Weekly check-ins, month oneSupport on hand
Day 7

Live

Live, with the team on hand. From here you add more sites, more workflows and more integrations at your pace.

Handled by Ubrix
On-hand support through go-live week, weekly check-ins through month one

Bring the tools you already run

If it has an API, Ubrix connects to it. The logos below are common examples our customers keep in place; the actual list is whatever your team already runs.

Plus any other system your team runs, through the Ubrix API

Fits your scale

However many plots you run

Your first development

Speed and simplicity: live in 7 days*, guided setup with the team, and the option to start on one site alongside your existing systems while everything else carries on.

  • Configured around your first site, on your team's terms
  • Start on one function, most often aftercare
  • Expand at your pace when the pilot proves out

Larger portfolios and phased rollouts

A structured plan with defined milestones. Developments are brought on site by site as handovers come round, and your forms, stages and compliance checks are configured once then reused across every development.

  • Milestones agreed up front for each phase
  • One configuration, reused across every development
  • Named onboarding lead through the full rollout

Everything you need

Included in the per-plot rate

A named point of contact

One person owns your setup end to end. You have their name and their calendar from day one, and they stay with you through the first month.

Configured how you already work

Your forms, your stages, your compliance checks. Not templates you have to adopt.

Runs alongside your existing systems

Ubrix reads from and writes to the tools you already run. Sales, finance and reporting keep working.

Works with your systems

What we'll ask for

Nothing custom, nothing formatted a special way

Anything exportable works and the Ubrix team does the importing. If you have it, share it. If you do not, we start from Ubrix defaults.

The essentials

  • Your plot list
  • House types
  • Contractor names and emails

If you have them

  • Historical defects
  • Options and extras
  • Handover dates
  • Buyer details
  • Existing forms or defect categories

Common questions

The bits worth asking before you say yes

  • Do we need our IT team involved?

    No. Ubrix is a cloud platform your team logs into from any browser or the mobile app. There is nothing to install, no servers to stand up and no firewall changes to arrange. If you later want to connect Ubrix to another system, that is planned in with your account executive and does not delay go-live.

  • What if we run more than one system today?

    That is fine. Ubrix is designed to run alongside the tools you already use, and you decide what to move first and what to keep in place. Most teams start with one function, most often aftercare, and expand from there. See how it works on the Ubrix alongside your existing systems page.

    See Ubrix alongside your existing systems →

  • What does onboarding cost?

    Nothing. Onboarding, configuration, data import, training and go-live support are all included in the per-plot rate. No implementation fee, no setup charge, no per-user seat licences.

  • What happens after day 7?

    Your onboarding lead stays with you for the first month with weekly check-ins by default. Standard support is included in your subscription from then on. You add sites, developments and integrations at your pace.

  • How does 'nothing ripped out' work in practice?

    The first live plots run on Ubrix while everything else in your business carries on. You choose which slice of the plot lifecycle moves first and expand from there. Nothing is switched off until you say so.

Ready to see how a 7-day go-live looks?*

A 30-minute walkthrough of Ubrix on your work, followed by an honest answer about whether we can meet your date.

Most teams are live on their first site within 7 days.

* 7 days is a typical go-live for a residential SME or mid-market housebuilder. Actual timeline depends on plot volume, number and complexity of integrations, existing data quality, team availability for kick-off sessions, and any bespoke configuration. Larger multi-region operations run to a longer plan agreed up front. We confirm the right timeline together at kick-off.