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CUSTOMER SERVICE

Get support and guidance from our team of experts

We’ll set your business up for success with comprehensive training, expert data migrations, and responsive ongoing support. Our team of professional services experts handle the heavy lifting so your operations can remain disruption-free.

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HERE’S WHAT YOU CAN EXPECT FROM US

 

STEP 1

Get to know Projectworks

You’ll first meet our team through a product demo. You can either start your free trial first or jump straight to a demo with one of our Product Specialists. The purpose of our product demo is to:

  • Learn about your business

  • Identify your requirements

  • Guide you on a tour through the software

  • Answer any questions you may have

After the initial demo, you’ll be able to book video calls with our Product specialists to delve further into Projectworks and get answers to any of your questions.

 

STEP 2

Pre-onboarding and data migration

To help get you started, we’ll provide checklists for you to tick key items off and ensure that you’re best set up for success.

You’ll then provide us with your data and we’ll get it loaded in for you. After the data migration, you will have the opportunity to review this and provide feedback, which we can then make any necessary changes to before going live.

 

STEP 3

Onboard your team

Alongside your data migration we begin our onboarding and training sessions. We’ll organise training sessions to fit into your schedule, enabling you to focus on working with your team internally.

Our Customer Success team are experts at ensuring you get the most value from Projectworks. To achieve this we offer Admin/Ops training and Project Manager training.

The final step for onboarding your team is a pre-go-live check-in to ensure you feel confident using Projectworks.

 

STEP 4

Life-long support

Our timely, knowledgeable and engaged team offers support to your team via email and video calls.

With life-long support, you’ll be able to work confidently knowing that our team has got you covered.

 

Customised support from a range of experts within our partner program

We have a range of partners that specialise in supporting and scaling professional services firms. Get in touch and we'll help connect you with partners that align with your business needs and goals.

IN THE WORDS OF OUR CUSTOMERS

 

“We received responsive, timely support throughout the migration period and the excellent support has continued as various requirements have arisen”

Andie Dunne
Team Leader
Align

“Projectworks support is excellent. From quick questions to complex changes required for individual organisations, they help with haste”

Fearn Sinclair
Office Coordinator
Streamology

“Projectworks has been a game-changer for our organization. The team’s exceptional knowledge and support made implementation a breeze”

David Black
Commercial Manager
Colliers

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Get everything in Projectworks for a simple, transparent price

 
 

Try Projectworks for free

Start a free trial to try Projectworks for yourself. No credit card needed and you’ll be up and running in no time.

 
 

Prefer to chat?

Our team are available to talk through any questions you may have. Book a time and we’ll be in touch.