Team setup
Plan owners, managers, CSRs, dispatchers, inside-sales reps, and shared workspace access before inviting the team.
Get Renewal Desk set up for your team.
Use Get started for self-serve setup. If you want help with branch pricing, team structure, import templates, or onboarding, email sales@tryrenewaldesk.com and we will be in touch.
Import planning
Confirm which ServiceTitan, Housecall Pro, CSV, or XLSX reports should become your membership and inside-sales queues.
Reporting goals
Decide which close rates, referral metrics, rep activity, and payout context matter for your manager dashboard.