Welcome to Monterra Onboarding!

Goal: Fully activate your account within 2 weeks of signing up

Estimated homework time: ****3–5 hours

1. Get Started (Days 1–2)

• [ ] (10m) Activate your account by clicking the Activate button in email

• [ ] 10m) Invite teammates. Click here to invite your teammates. See this guide

• [ ] (1-2h) Fill out the Onboarding Survey. We’ll get back to you within 1-2 business days once the survey is completed

  • Click the arrow here to view the Onboarding Survey

• [ ] (20m) Read the Basics of Monterra and Quoting & Estimating help articles

Next, Monterra will diagnose your materials then recommend either:

• Self-serve onboarding (using a template), OR
• White-glove implementation (for a fee).

2. Configure Pricing & Workshop Prep (Days 3–7)

• [ ] (1-2h) Complete Onboarding Template then email it back to us, and we’ll upload it into your account within 24 hours.

• [ ] (5m) Schedule your Onboarding Workshop by clicking this link

• [ ] (5m) Send Monterra an example project you’ve designed and quoted: proposal document, spreadsheet, or other raw materials. If you added this during the survey, skip this step.

3. Onboarding Workshop (Day 7–10)

(45m) Agenda:

1. Co-design a sample project in Monterra, using your real data
2. Identify any configuration gaps for your Price Book or quoting process