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

To live on your first site
7 days*
Phased or full implementation
Your call
Setup fees
£0
Users included in every plot
Unlimited

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 one call.

Handled by Ubrix
Account, plot import, team invites
From you
A plot list, in any format
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

Send the checklists you already use and Smart Forms rebuilds them, wording intact.

Handled by Ubrix
Forms, stages and compliance checks
From you
Your existing checklists
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

Contractors invited to their free hub, and your team shown round in one short session.

Handled by Ubrix
Invites and the walkthrough
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 plots go live alongside your existing systems.

Handled by Ubrix
Switching on, and standing by
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 webhooks, agreed at contract stageAny time
Weekly check-ins, month oneSupport on hand
Day 7

Live

Live, with us on hand. Add sites and integrations at your own pace.

Handled by Ubrix
Weekly check-ins through month one

Bring the tools you already use

Your other systems stay put.

Ubrix connects to them through webhooks, agreed at contract stage. How integrations work

  • Microsoft 365
  • Outlook
  • Excel

What we need from you

Anything exportable will do.

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

Nice to have: historical defects, options and extras, handover dates, buyer details, existing forms or defect categories.

What is on us

Included in the per-plot rate.

  • A named onboarding lead from day one
  • Setup, data import and training
  • Your forms, stages and checks, configured for you
  • Weekly check-ins through the first month

One site first or everything at once, you choose. We plan it together at kick-off.

Questions

Good questions to ask before you go live.

  • 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.

* 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.

Ready when you are.

Thirty minutes on your developments, then a straight answer on when you could be live.

Prefer the phone? 0191 716 6373 info@ubrix.co.uk