Tips for a Successful Everlance Rollout

Every team is unique and our Customer Success department will be happy to work with you to help onboard your members. A few tips that should help get your team adjusted to Everlance include:

1. Communication is Key:

• Start by introducing Everlance through an introductory email or call. Clearly outline how your team will use Everlance, whether it's for tracking mileage, expenses, or both.
• Set clear expectations regarding usage, such as GPS tracking, classification/submission deadlines, and the necessity of report submissions.

2. Identifying Potential Pain Points:

• Privacy is our top priority. Users have full control over their data, and personal information remains private unless classified under a team purpose.
• Everlance utilizes location data, battery, and/or connections to financial institutions. Ensure your team understands and is comfortable with these aspects.

3. Finding Compromise:

• Utilize features like Start Tracker for time-stamps and GPS data if auto-detection isn't preferred.
• For receipt management, users can easily add receipts and classify expenses via the Web Dashboard.

4. Budgeting for Adjustment Time:

• While many teams onboard within two weeks, larger teams or those with complex needs may require additional time for adjustment, particularly for less tech-savvy users.

5. Encouraging Employee Buy-in:

• Highlight the benefits of Everlance, such as simplified tracking, faster reimbursement, and improved visibility into claims status. Encourage employees to see it as a time-saving tool.

6. Rollout Planning:

• Invitations
  • To build your team or sub-team, invite your employees as Admins, Managers, or Members. Start by inviting Admins and/or Managers so that Members can be invited directly to their sub-teams. Admins and Managers can invite their own members as well.
  • Invitations are sent via email, but users can also login to the app with their work email address and accept a pop up modal to join the team, making this even easier for the employees who are always on the road.
• Team Size:
  • Tailor your rollout strategy based on team size. Smaller teams may not require multilevel structuring, while larger teams may benefit from creating sub-teams.

Customer Support:

If you need to contact support or have questions, please check out our help center at help.everlance.com or reach out at support@everlance.com or by phone at (872) 814-6308 (USA) or (877)704-2687 (CAN). Our office hours are 9am-5pm EST Monday - Friday and 9am-1pm EST on weekends.