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Switching Software Shouldn’t Be A Nightmare

Onboarding Packages

Moving rental software can feel risky.Your inventory is in one system. Your customers are in another. Orders are everywhere. And nobody wants to break the process that keeps the business running. TapGoods onboarding is designed to make the transition calm and controlled instead of chaotic.

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Leave Nothing Behind

We help you get your data out of your current system for free when you sign up.
That’s often the hardest part of switching software. We’ll help extract your inventory, customers, pricing, and other key data so it can move into TapGoods.
After that, our onboarding team works with you to set everything up and train your staff so the system actually works for your business.
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Simple 

Onboarding $1250

If you’re moving from spreadsheets or a lightweight system, this onboarding gets you set up quickly without overcomplications.

  • Guided Data Setup - We’ll help you move your inventory, customers, and pricing into TapGoods with step-by-step guidance.
  • Personalized Training - Two live training sessions focused on the core workflows your team will use every day.
  • Live Support - If questions come up while you’re setting things up, our team is there to help.

Perfect for new or smaller rental businesses with simple operations.

Growth 

Onboarding $4500

This onboarding includes deeper migration support and more hands-on help setting up TapGoods to match your operations.
  • Guided Data Migration - Our team works directly with you to organize and import your inventory, customers, pricing, and historical orders.
  • Operational Setup - We help configure the system around how your business actually runs — including workflows, pricing structures, and departments.
  • Team Training - Multiple personalized training sessions so both office and warehouse teams understand how everything fits together.
  • Onboarding Specialist - You’ll work with a dedicated specialist who guides the transition and checks in along the way.

Perfect for established rental businesses with a larger inventory and a team that needs structured training.

Legacy 

Onboarding $15000

This onboarding includes deeper migration support and more hands-on help setting up TapGoods to match your operations.
  • Operational Discovery - We take a close look at how your business currently runs so TapGoods can be configured to support it properly.
  • Large-Scale Data Migration - Our team collaborates with you to migrate large inventory datasets, pricing structures, and historical orders.
  • Unlimited Training Before Launch - Your teams receive as much training as needed before going live so nobody is left guessing how the system works.
  • Dedicated Relationship Manager - A senior TapGoods specialist oversees the transition and helps keep the process moving.
  • Optional On-Site Visit - For complex implementations, we can work directly with your team on location during launch.
Perfect for large, complex, or multi-location rental businesses.

The goal of TapGoods Onboarding

We’re not trying to rush you through setup. The goal is to get your business to a place where:
Goal of Onboarding with TapGoods
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FAQs

Let’s Clear Things Up

How long does TapGoods onboarding take?

Most rental businesses complete onboarding in 2–6 weeks, depending on the onboarding package and how complex your catalog is. Higher-tier packages include deeper data collaboration and personalized training, which significantly speeds up your time to go live.

Data conversion includes everything you need to bring your inventory into TapGoods:

  • Importing and organizing items
  • Mapping categories and subcategories
  • Cleaning up duplicates
  • Setting pricing structures
  • Support migrating from Excel, QuickBooks, Point-of-Rental, and older POS systems

Higher-tier packages include extended collaboration if your catalog needs more structure or cleanup.

Totally normal — we see this all the time. Packages with extended data collaboration ensure your catalog is cleaned, mapped, and configured correctly before you start quoting. You don’t need to “prep” everything first — we help you get there.

Yes. All packages include:

  • Live 1:1 or group training sessions
  • Personalized onboarding calls
  • In-app tutorials
  • Unlimited access to on-demand training videos (learn anytime, at your own pace)

Teams that combine live training with video training onboard 40–50% faster.

Can multiple team members join the training sessions?
Absolutely. Invite as many team members as you need — operations, sales, warehouse, admin — whoever will be using TapGoods.

Once onboarding wraps, you’re not alone. Your Relationship Manager  remains your long-term partner – helping you get the most value out of TapGoods as your business grows.

After onboarding, you’ll receive:

  • Regular AE check-ins to support your goals
  • Insights on new features as they launch
  • Guidance on under-utilized features your team could benefit from
  • Quarterly Business Reviews (QBRs) to evaluate performance and adoption
  • Unlimited access to training videos and tutorials

Think of us as your growth partner, not a one-and-done project.

Businesses with larger catalogs, multiple locations, or custom workflows typically choose Sapphire / Diamond. These packages include:

  • More data collaboration
  • More personalized training
  • Workflow optimization
  • Dedicated onboarding and AE time

If you want the cleanest possible setup and the fastest path to value, higher-tier packages deliver the strongest results.

Yes. You can upgrade at any time if you realize you need more training, data help, or storefront support.

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