Get up and running fast, without disrupting jobs or crews
Neo onboarding is practical, structured and tailored to your business. We work alongside your team to set up Neo using your real projects, crews and pay cycles, so the platform fits your workflows and delivers value from the start.
Onboarding and support that delivers value early
Neo onboarding and customer success is designed to reduce risk, remove guesswork and get your team operating confidently as soon as possible.
Get up and running fast
Most subcontractors are working in Neo within a few focused sessions. Core workflows like scheduling, timesheets and site records are configured early so you can start using the platform without long setup periods.
Support you can trust
Office teams, supervisors and field crews are all supported by an Australian-based team. The platform is intuitive on site and structured in the office, so adoption happens naturally without heavy training programs.
Continue delivering value
Support continues beyond go-live. As jobs, crews and compliance requirements change, Neo is refined to reduce admin, improve accuracy and support better decisions over time.
A clear path from setup to confident use
Five phases that take you from setup to an easier way of working
Neo onboarding follows a clear, proven structure that removes pressure from the setup process and continues beyond go-live. Each phase brings your crews, office and payroll into sync, so Neo feels right from the start and continues to deliver value as usage grows.
We set roles, scope and timelines
We start with a structured kick-off to confirm roles, responsibilities, timelines and success criteria. This first step ensures everyone understands how Neo will be rolled out and what to expect at each stage.
We help configure your foundations
Core platform training covers clients, projects and staff, with payroll and EBA or company award setup started early where applicable. Neo is configured to reflect how your business operates day-to-day.
We help tailor Neo to your sites and records
Template training focuses on custom forms, site diary categories, scheduled works, and notifications, ensuring site records and communications align with real site workflows.
Your teams start using Neo on real jobs
Office teams, supervisors, and internal champions are trained on scheduling, approvals, reporting, and mobile app usage. Training is practical, focused and based on real work. Neo is rolled out on live jobs so confidence builds through everyday use.
We help you get more value over time
After go-live, we continue supporting your team through check-ins and optimisation sessions. As usage grows, we help improve consistency, confidence, and feature adoption so Neo continues delivering value as your business evolves.
Australian support, always
Support at Neo is practical and hands-on. Onboarding is run against real jobs, real crews and real pay cycles, so your teams are set up in a way that reflects how work is done. When questions come up, you’ll work with an Australian-based team that understands local EBAs, site workflows and the pressure of payroll and delivery deadlines. As your projects and workforce grow, support continues to focus on accuracy, adoption and streamlining systems with less admin.
Frequently Asked Questions
Most subcontractors are working in Neo within a few focused sessions. The exact timeline depends on crew size, compliance complexity and payroll setup, and most importantly, how fast you want to move. And most importantly, how fast you want to move. Onboarding is designed to deliver usable workflows early rather than delaying value until everything is perfect.
No. Setup is run alongside live jobs and pay cycles, with a test workflow created using a real project or payroll scenario. We work through this together in real-time to check accuracy, resolve issues early and make sure everything works as expected, without pausing work or running parallel systems for long periods.
Onboarding typically involves an operations or business lead, payroll or admin staff, and key supervisors. While field crews have minimal involvement upfront, we train your internal team so they’re equipped to roll out the Field App and support field crews effectively.
Neo is configured around your projects, crews, pay rules and compliance requirements. Onboarding focuses on how your business actually operates rather than forcing you into generic templates.
Neo’s Australian-based support is always available even after your projects and teams are running on the platform. As jobs, crews or compliance needs change, Neo works with you to maintain accuracy, adoption and efficiency. Additional guidance, how-to content and practical resources are also available to assist in streamlining your daily operations.
Ready to see an easier way to run your subcontracting business?
Get the clarity, accuracy and confidence you need to keep jobs and crews moving.