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1. Onboarding Introduction

What the Introduction step covers and how billing contact info is used.

Written by Amber Burr

The Introduction step is the first of 14 steps in your DriveCentric Onboarding Wizard, and it only asks for one thing: who to contact. Your Primary Contact is who we'll reach out to for launch items. Your Billing Contact is who handles invoicing. Add a name and email for each, and you're set.

Your Billing Contact does not have to be the same person as your Primary Contact. It is simply whoever should receive invoices and billing updates, so if that is an office manager or someone else on your team, list them here.

Once you move past this step, our team reviews everything you submit before your account goes live. If anything needs a second look, we will reach out directly so nothing holds up your launch.

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