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How it works

From first call to first sale.

Onboarding is done with you, not handed to you. Here is the path every business takes.

  1. 01

    Discovery call

    We learn how you trade: branches, glass and hardware ranges, retail and trade customers, how jobs move through your workshop and vans.

  2. 02

    Proposal

    A written proposal for the modules you need, tailored to your branches and volume. No figures until we know your business.

  3. 03

    Your setup

    Your own deployment, in your name, colours and company details. Your catalogue, price books, glass options and document terms are loaded.

  4. 04

    Your data

    Customers, products and open work brought across from your current system or spreadsheets, checked with you before go-live.

  5. 05

    Training

    Short sessions for counter, workshop, drivers and managers, on your own products and prices.

  6. 06

    Go live

    Branch by branch, or module by module. We stay close for the first weeks and adjust as your team uses it.

Questions

Before you start

Do we have to switch everything at once?
No. Many businesses start with the shop and configurator, then add the till, production and deliveries.
Will customers see the Panelane name?
No. Your shop, documents and portal carry your brand.
What about our accounts package?
Panelane syncs invoices and payments to QuickBooks once your QuickBooks account is connected.
Where is our data kept?
Each business has its own deployment and database. Hosting region, backups, retention and recovery responsibilities are agreed for your setup. Read about hosting and security.

Book a demo

See it running on your own products.

A forty-minute walk-through with your catalogue, your prices and your questions. No slides.

Email to book a demo How onboarding works