Bee203Optional setup service
Initial Configuration
Set up Bee203 yourself for free, or send us your business details and lists and we enter them for you.
Three levels
This is optional on every plan, and you pay a one-time fee for it. Your level follows the size of your plan. You see the current price when you order.
Free, Starter, Books or Pro 3 hours included. Up to 5,000 rows per list.
Business, 10 people 3 hours included. Up to 5,000 rows per list.
Business, 15 or 25 people 6.5 hours included. Up to 10,000 rows per list.
Business, 50 or 100 people 13 hours included. Up to 25,000 rows per list.
Your lists must also fit your plan: Free holds up to 25 clients. If yours does not fit, we tell you before you pay. Work beyond the included time costs extra, and we tell you the cost before it starts.
What we need from you
Your business Business name and legal name, company or individual, website and slogan, address and tax ID, contact email, phone and billing address, and your logo.
Your documents Invoice and estimate number prefix, payment terms and deposit, how long your estimates stay valid, and your terms and conditions wording.
Sales tax Whether you charge sales tax, the states where you collect it, and the name and rate of each tax.
Your team Each person's name, their own email address and their role. Each person gets an email link and chooses their own password.
Your lists
Send these in Excel or as a text file: one clean list for each, with one row per record.
Customers and contacts Company name, contact person, email, phone, address
Products and services Name, price, cost, category
Suppliers Name, contact person, email, phone
Chart of accounts Account name and type
Stock counts Item code and quantity
How it works
- You upload your information to your private client portal. We send you the link, and you sign in with a code sent to your email. Please do not send these files by regular email.
- We review it before we start. If a list needs work, we send it back and tell you why.
- We enter it into your account.
- You check the result. You confirm the information is correct.
What is not included
Sold separately Training and ongoing support.
Not part of this service Past paid invoices and full history from your old system. Starting balances for bank accounts, credit cards, unpaid invoices and unpaid bills. Product photos. Cleaning up, correcting or checking your data. Accounting or tax advice.
Accounts you connect yourself Card payments, Google Calendar and Google Contacts.
The rules
Never send us passwords, bank logins or full card numbers.
- We can decline a request when the data is too large, too complex or not clean enough.
- If we decline before doing any work on your data, we refund the fee in full.
- A first look to decide whether we can do it does not count as work.
- Once we have started evaluating or processing your data, the fee is not refundable.
- You are responsible for the accuracy of the information you send.
- Each company is its own request and its own fee. If you have two companies, that is two requests.
How to buy it
Ordering opens soon. Until then, write to andy@cabanawest.com and we will help you.