SuiteDash Setup Services
Choose a package, get a working system
One-time setup packages designed to deliver a usable foundation with clear scope and deliverables.
Fast Start
Starter Setup
Get your SuiteDash foundation configured correctly so you can start using it immediately.
$1,250
one-time
- Account + company settings audit
- Portal branding (logo, colors, navigation)
- Domain/login guidance + basic email settings
- Core CRM fields + tags + pipeline baseline
- 1 intake form + basic automation
Most Popular
Business Accelerator
A complete, working client journey for onboarding → delivery → payment.
$2,950
one-time
- Client onboarding flow (forms + emails)
- Proposal/contract template + e-sign
- Invoice template + online payments
- Client portal dashboard baseline
- 1 project template + task/checklist model
- 2 automations (routing + notifications)
High Touch
VIP Setup Day
A focused build day with live decisions, build-out, and hand-off deliverables.
$4,900
one-time
- Pre-day requirements + build plan
- Live working session (workshop format)
- Custom portal pages + navigation
- Automation + reporting/dashboard polish
- Team training + recorded walkthrough
- Launch checklist + 14-day after-care
Defined deliverables
You get a build checklist, configuration notes, and a hand-off walkthrough — not vague consulting time.
Fast timelines
Packages are designed to move from intake → build → hand-off with minimal back-and-forth.
Automation-first
We focus on tying modules together (forms, pipelines, messages, invoices) so SuiteDash feels cohesive.
À La Carte
Focused add-ons for specific SuiteDash modules
Need a single module configured without a full package? Each add-on is a scoped, one-time deliverable with clear output.
White Label Services
Make SuiteDash look and feel like your own platform. We'll replace logos, set your brand colors, update email footers, configure your custom URL, and polish the login screen — so every client touchpoint reflects your business, not someone else's.
$175
one-time
- Replace default SuiteDash logos
- Configure brand colors across the portal
- Update email template wording and footers
- Custom app URL setup (DNS change required from you)
- Login screen image and page loader customization
Form Creation
A clean, functional Kickoff or Update form — built with logic, proper formatting, and a flow that makes sense. Whether you're capturing new leads or collecting structured updates from existing clients, we'll make sure it works and looks right.
$295
one-time
- Kickoff or Update form (one per service)
- Up to 6 custom fields with formatting
- Up to 4 conditional logic rules
- Custom success message or redirect
- Portal page installation + URL/alias setup
Project Generator Creation
Launch consistent, structured projects without rebuilding from scratch every time. We'll configure your generator, load custom tasks and sub-tasks, wire up scheduling, and set triggers for creation and completion — so projects start right and stay on track.
$325
one-time
- Single project generator configured
- Task list with custom tasks and sub-tasks
- Automation triggers (creation + completion)
- Scheduling configuration
- Project creation trigger setup
Appointment Type Configuration
Get a professional booking experience without the setup headache. We'll configure your appointment type, assign the right team, write confirmations, set automations for every lifecycle event, and make sure visibility and notifications are dialed in.
$195
one-time
- Single appointment type fully configured
- Staff assignment + notification setup
- Styling and visibility options
- Automations for create, reschedule, cancel, and complete
- Notification settings for all parties
Booking Form Creation
Need multiple appointment types in a single form? We'll build a dynamic booking form that's user-friendly, automation-ready, and accessible from the right portal page — with clean URLs and conditional logic baked in.
$245
one-time
- Multiple appointment types in one form
- Up to 6 custom fields
- Up to 4 conditional logic rules
- Portal access invitation email configuration
- Custom URL/alias creation
E-commerce Integration
Connect your WooCommerce, Shopify, or Etsy store to SuiteDash so orders, customers, and transactions flow into your portal automatically. We'll map the data, configure webhooks, and wire up automations — so your e-commerce engine and client management system actually talk to each other. Examples include:
$375
one-time
- Single storefront connection (WooCommerce, Shopify, or Etsy)
- Webhook configuration for order + customer events
- Contact creation or update on new orders
- Basic automation trigger on order completion
Zapier / API Integration
Bridge SuiteDash with the rest of your stack using Zapier or direct API calls. We'll build the connection, map the fields, handle authentication, and test the data flow end to end — so leads, payments, or task updates move between systems without you copying and pasting.
$470
one-time
- Single integration (one external service connected)
- Zapier zap build or direct API/webhook configuration
- Field mapping between SuiteDash and external service
- Authentication + credential setup
- End-to-end data flow testing and documentation
Process
How setup projects run
A tight process keeps scope controlled and prevents “SuiteDash spaghetti.”
1
Intake
Goals, current tools, client journey, and required modules.
2
Build
Configure SuiteDash to match your decisions + data model.
3
Hand-off
Walkthrough, recordings, and a prioritized next-steps list.
Common questions
Tight answers to help you pick the right package.