Onboarding Overview

Getting started with Brickwise is straightforward. Your dedicated Brickwise team handles the technical setup — you just provide the inputs.

What to expect

Onboarding typically follows this path:

1. First call — We walk through your portfolio, discuss your goals, and agree on the right automation level for you
2. Domain setup — We configure a custom email domain so Alice sends messages under your brand (e.g., alice@yourcompany.com)
3. Phone number setup — We set up a dedicated phone number for calls, SMS, and WhatsApp
4. Data import — We migrate your properties, tenants, and landlord data into Brickwise
5. Configure Alice — We tailor Alice to your preferences — automation level, communication style, escalation rules, and contractor lists
6. Go live — We test everything, send you a final checklist, and switch on

What you will need to provide

• Access to your DNS settings (for email domain setup — we will walk you through it)
• Your preferred phone number type (local or mobile)
• Your property and tenant data (spreadsheet, export from existing tools, or we can help you organise it)
• Any company policies or documents you want Alice to reference (tenancy agreements, maintenance rules, etc.)

White-glove support

You are never on your own during onboarding. Your Brickwise team manages the entire process and is available to answer questions at every step. We handle the technical configuration — you just tell us how you want things to work.

Explore each step

Use the sidebar to walk through each onboarding step in detail, or start with the first one: