Contact Us

1300 242 525

Get a Demo

Onboarding and Support – Neo Intelligence

//BEST IN THE BUSINESS

Onboarding and Support

We know that adopting new software can feel like a big step—that’s why we make onboarding simple and provide the best training and support in the business (all based in Australia!). Our team is here to guide you through a smooth rollout, so you can start seeing the benefits of Neo from day one.

Whether you’re moving from manual processes—like whiteboards and Excel for scheduling, or text messages and WhatsApp for communication—or replacing multiple single-use systems that don’t integrate, Neo brings everything together in one purpose-built digital toolkit. Designed specifically for subcontractors, Neo brings together scheduling, timesheets, payroll, site documentation, and compliance—giving you complete control and clarity to navigate the chaos of construction with confidence.

Neo is more than just software—it’s a purpose-built operations toolkit that gives subcontractors the clarity, control, and efficiency to build a more profitable business.

support Neo
//CLIENT ONBOARDING & SUPPORT EXPERIENCE

Brent from Westcon Landscaping

//SETTING YOU UP FOR SUCCESS

Collaborative onboarding tailored to your needs

At Neo, we understand change can be hard and that to get the most out of new software, is more than reading articles and ticking off a checklist of tasks. So, we have designed a tailored and collaborative five session onboarding program that prioritises learning and ongoing support, including change management, customised to meet the specific needs of each business. Your Team + Neo team + Neo Platform = Success.
Session 1: Kick off, finalise roles and timelines.
Session 2: Core platform training for: clients, projects and staff and begin payroll/EBA set up (if applicable).
Session 3: Template training: set up custom forms, site diary categories, scheduled works, and SMS/notification templates.​
Session 4: Workflow training: how to schedule/notify staff, approve daily log and access reports​.
Session 5: Mobile app training: comprehensive training on using both the fieldworker and supervisor app.
The Neo Onboarding and Support Team - Geetanjali, Scott, Daniel & Chris
//SETTING YOU UP FOR SUCCESS

Onboarding and Training

From the moment you begin onboarding, we tailor the process to your company’s needs. Our team guides you step by step—from setup to training key team members—while acting as a trusted partner throughout change management. With our support, you’ll gain confidence in using Neo and start seeing the benefits faster.
Read the Onboarding FAQs
“Based on my personal experience, construction management software becomes a problem when you’re not adequately trained or it’s too complex. That is definitely not the case with Neo. The platform is simple to use, and their hands-on onboarding makes sure everything is set up properly. Our Account Manager, Chris, has been fantastic throughout the onboarding process and beyond."
Jack Sheldon BSECC - Neo Client
Jack Sheldon, General Manager, BSECC
//GETTING THE BEST FROM NEO

Ongoing Support

Our support doesn’t stop once you’re onboarded! As you get up and running, our team will check in regularly to ensure you’re set up for success.

We also provide Optimisation Meetings, where we’ll review your setup, explore new features, and help you get even more value from Neo.

Plus, you’ll always have free access to our Australia-based support team (East Coast time zone) via phone, email, and in-app support—along with a library of guides, training videos, and helpful resources—so help is always at hand.

Read the Support FAQs
“Neo stood out because it just worked. Scheduling, payroll, site diary entries —everything integrated seamlessly, solving our communication and time management issues right away. Also, Neo answers the questions when they need to be answered… And if we need support, Neo is always there to help."
C3 Construction logo
Domenic Turco, Operations Manager, C3 Construction Group
// GETTING STARTED

Onboarding FAQs

1. How long does onboarding take?
Onboarding is designed to be simple and efficient, so subcontractors can start seeing value quickly. Timelines vary based on your business size and needs, but most companies are up and running within a few weeks. Our team works with you to ensure a smooth transition.
2. What does the onboarding process involve?

Neo is built specifically for subcontractors, so onboarding is streamlined to fit your operations. The process includes system setup, configuration based on your business needs, training for your key team members, and guidance on rolling Neo out to your team.

3. Who in my company should be involved in onboarding?
The right people depend on how you run your business. Typically, Directors, General Managers, Operations Managers, Payroll/Admin, and key team members responsible for scheduling, payroll, dispute resolution, and compliance play a key role in onboarding.
4. Will you train my entire team?
We train your key team members so they can confidently roll Neo out within your business. Because Neo is built for simplicity, your team will find it easy to adopt, and we provide guides, videos, and ongoing support to assist with training.
5. Can we customise Neo to fit our business processes?
Yes! Neo is purpose-built for subcontractors but flexible enough to match your workflows. During onboarding, we configure it to align with your scheduling, timesheets, payroll rules, and compliance needs.
6. How do I know my team will actually use Neo?
Neo was built by crews on-site, so we don’t look to reinvent the wheel or change how you work—we simply make your existing processes easier and more efficient. The platform is designed for ease of use, even for teams transitioning from manual processes. During onboarding, we replicate your current workflow in Neo, making change management seamless. With hands-on support and ongoing guidance, your key team members will feel confident rolling it out and driving adoption across your business.
7. Can Neo handle our complex EBA interpretation and multiple pay rules?
Yes! Neo is built to handle multiple pay rules, EBAs, and award interpretations accurately. As part of onboarding, we work closely with your payroll team to configure the system, run extensive tests using your historical payroll data, and ensure everything matches before going live. Nothing is rolled out to your team until your payroll team has reviewed and approved the setup, giving you complete confidence in accuracy before timesheets go live on-site.
// USING NEO

Ongoing Support FAQs

1. What kind of support do you offer after onboarding?
Support doesn’t stop once you’re set up. We provide ongoing phone, email, and in-app support, regular check-ins, and Client Optimisation Meetings to help you get the most out of Neo as your business grows.
2. Is support included in my subscription, or do I need to pay extra?
Support is included at no extra cost. You’ll always have access to our Australia-based team during business hours, as well as comprehensive training resources and guides.
3. What if we run into challenges after onboarding?
Our support team is here to help via phone, email, and in-app chat. You can also access our self-help resources, including FAQs, video tutorials, and step-by-step guides.
4. Can we request additional training for new team members?
Yes! If you bring on new staff or need a refresher, we provide training resources and can arrange additional sessions for key users to ensure a smooth transition.
5. How often do you release new features, and how will we learn about them?
Neo is constantly evolving to meet the needs of subcontractors. You’ll receive updates via email, in-app notifications, and during Optimisation Meetings, ensuring you stay ahead with new features.
6. Can we change our setup after onboarding?
Absolutely! Neo is built to grow with your business. Whether you need to adjust scheduling, payroll, compliance, or workflows, our team is available to help you adapt Neo as your needs evolve.
“Having someone to call when something goes wrong is the main thing; you always have someone from the Neo Intelligence team there. We’d mess up at ALL times at ALL hours, so to have someone answer the phone or a ticket so quickly has been incredible."
DMG logo
Felicity King, Control Officer, DMG
+
active users
+
Glorious Years
+
projects done
Client Testimonials

What our clients are saying

SG Formwork
SG Formwork
Cherry, Payroll Officer
“With Neo Intelligence, it only takes me to do the work of two people! I’m doing it all for 233 employees and processing it for around three hours, which saves an entire day of processing and an entire person as a resource!”
Precision Painting
Precision Painting
Shak Amirtabar, Managing Director
"The site diary has eliminated the need for me to return to the office and use Excel or paper, making the process much simpler.”
Proflo Plumbing & Drainage
Proflo Plumbing & Drainage
Danny King, Company Owner
“With Neo Intelligence, we no longer have to rely on memory or scattered notes. The integrated project calendar and real-time site diary updates keep everyone aligned and well-informed, eliminating the risk of missing important details or deadlines."