FAQ
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Most teams are fully operational within 48 hours. We handle data migration from your existing systems (spreadsheets, Quickbase, etc.) and provide onboarding calls to get your team comfortable.
Yes. We support CSV imports for leads, jobs, clients, and subcontractors. For customers migrating from Quickbase, we have a dedicated migration tool that maps fields automatically.
Not at all. OparBase is designed for construction operators, not developers. Everything is point-and-click with guided workflows. Your PMs, dispatchers, and accounting team can all be productive on day one.
Yes. Every plan includes a 14-day free trial with full access to all features. No credit card required to start.
All plans include CRM, job management, proposals, client portals, and basic reporting. Growth adds AI calls, advanced analytics, and priority support. Enterprise includes custom integrations, dedicated onboarding, and SLA guarantees.
Yes. You can change your plan at any time. Upgrades take effect immediately and are prorated. Downgrades take effect at the start of your next billing cycle.
Yes. Annual billing saves you 20% compared to monthly. Contact us for enterprise pricing on multi-year agreements.
Plans include a set number of PM seats. Additional seats can be added for a flat monthly fee. Contact and view-only users are always free.
Yes. Two-way sync pushes invoices, payments, and expenses to QuickBooks Online automatically. Changes in either system are reflected in real time.
We auto-capture leads from Google Ads, Google LSA, Meta Ads, Yelp, Thumbtack, Angi, Houzz, website forms, and referrals. Custom webhook integrations are available for other sources.
After a consultation, your PM enters meeting notes and project details. Our AI generates a professional 7-section proposal in under 2 minutes. PMs can edit inline before sending.
Yes. Clients receive a unique link to view, comment on, and e-sign proposals. You get real-time notifications when they open, view, or sign.
All data is stored in SOC 2-compliant infrastructure on AWS US regions. Database backups run every 4 hours with 30-day retention.
Yes. All data is encrypted at rest (AES-256) and in transit (TLS 1.3). API keys and tokens are stored in encrypted vaults.
Yes. You can export all your data at any time in CSV or JSON format. We believe your data belongs to you.
Yes. Every tenant has complete data isolation enforced at the database level through row-level security. No tenant can ever access another tenant's data.
Our team is here to help. Schedule a demo or send us a message.