Onboarding

From signed up to Operational in about an hour.

AEVUM's onboarding is a single guided wizard. Eight tiers, ~61minutes total, self-serve. Each tier explains what it's capturing and why, so you understand the numbers your AI executive is going to run on.

~61 minutes totalRead-only access to your data

The 8 tiers

Resumable — close the tab and your progress is saved. Every input shows where AEVUM computed a suggestion from your data and lets you override it.

  1. 1

    Identity

    ~2 min

    Company name, DBA, industry, business structure, headquarters state.

    Why: Every downstream tier needs to know who you are and what you do.

  2. 2

    Connect QuickBooks

    ~3 min

    OAuth into QBO so AEVUM can pull cash-basis P&L, AR aging, balance sheet, and bill payments.

    Why: Read-only. AEVUM never writes back to QuickBooks. Your accountant's data stays untouched.

  3. 3

    Structural inputs

    ~15 min

    Overhead, debt service, COGS %, gross margin. Auto-derived from your last 12 months of QBO P&L, then operator-validated.

    Why: These are the constants that drive break-even, MMP target, and weekly cash forecasts.

  4. 3½

    Labor classification

    ~8 min

    Reclassify field-tech wages from QBO Wages → COGS. Per-employee with a Skip option.

    Why: Most HVAC accountants bucket field labor as overhead. AEVUM moves it to COGS so margins reflect reality.

  5. 4

    Working capital reserve

    ~5 min

    Cash floor, warning band, weekly payroll burn.

    Why: Drives Thursday cash check alerts and the daily WCR pace card.

  6. 5

    Recurring obligations

    ~15 min

    Rent, equipment loans, vehicle leases, insurance, sales tax. The things due regardless of revenue.

    Why: Daily payment alerts fire 3 days out + day-of for each obligation.

  7. 6

    Connect HousecallPro

    ~3 min

    Verify HCP API token is wired up on the appliance.

    Why: Powers VPT (value per ticket) tracking and the nightly job sync.

  8. 7

    Validation gate

    ~10 min

    Submit your first weekly scorecard, walk through your break-even formula, take a 5-step dashboard tour.

    Why: Final step. When you click "Mark as Operational," your AI executive is on the job.

What happens after Tier 7

Once you mark your account Operational, the nightly jobs start the same evening: cash-basis P&L pull, CAKE calculation, AR aging snapshot, working capital reserve check, VPT logging from completed HCP jobs.

You'll get a Monday morning scorecard prompt with last week's numbers auto-drafted from QBO + HCP + your obligations table. You'll get a Thursday cash check showing your runway against break-even pace. You'll get payment-due alerts 3 days out and day-of for every obligation.

Every metric on your dashboard answers the question where did this number come from? — hover for the formula, click for the change history.

Ready to start?

AEVUM is currently in private beta. Tell us about your business and we'll get you provisioned.

Request beta access

Cloud-managed or sovereign appliance — both available. We'll walk through fit during the intro call.