Setup session · 2 hours
Prepare for your session
Prepare for your session
in 5 minutes.
Here is everything you should have on hand so our expert can fully set up SubmitX in 2 hours. The better prepared you are, the more we can get done.
Preparation checklist
Required
Optional (but useful)
Check items off as you go. Your progress is saved in your browser.
Step 1
Legal information
Company's legal name
As registered with the Quebec enterprise register
Required
NEQ (Quebec enterprise number)
10 digits, shown on your Revenu Québec returns or in the Registraire des entreprises
Required
GST number (federal) and QST number (provincial)
For compliant invoicing. Found on your tax returns.
Required
RBQ licence number
Régie du bâtiment du Québec: required if you are a general or specialty construction contractor
Optional
CCQ licence number
Commission de la construction du Québec: if your work is covered by the collective agreement
Optional
CNESST number (activity classification)
For workplace accident premiums and contributions
Optional
Full head office address
Will appear on your quotes and invoices
Required
Step 2
Brand and identity
High-resolution logo (PNG or SVG)
Transparent background preferred. At least 400×400 px. Will appear on your quotes, invoices and emails.
Required
Company colours (hex codes)
E.g. #FF6B2C (orange), #0B1220 (midnight blue). If you don't know them, we'll pull them from your logo.
Optional
Signature you want on your quotes
E.g. "Sincerely, Jean Tremblay, President, ABC Construction". It can be generic to start.
Optional
Company slogan or tagline (if any)
Can optionally appear in the footer of your quotes
Optional
Step 3
Accounts and access
Gmail account (or Google Workspace)
Required for the OAuth connection: your quotes will be sent from this address. Personal or business Google accounts accepted.
Required
Google Calendar access
Included with Gmail: we sync your project appointments into SubmitX
Optional
Interac e-Transfer address to activate
The email address linked to your bank account for receiving Interac payments from your clients
Optional
Stripe account (or we create one together)
To accept credit card payments from your clients. We can create the Stripe Connect account during the session.
Optional
Access to your accounting software (if any)
QuickBooks, Sage or other: to sync accounting data if you want
Optional
Step 4
Clients and suppliers
Client list (Excel or CSV file)
Useful columns: company name, contact, email, phone, address. We can import even a partial list.
Optional
List of main suppliers or subcontractors
With their specialty, email and phone if available, to build your network in SubmitX
Optional
2 or 3 examples of recent quotes
PDF or Excel format. Helps us calibrate your SubmitX template (sections, columns, layout).
Optional
Unit prices for your materials and labour
A reference price list (even approximate) to pre-fill your price library in SubmitX
Optional
Usual profit margin (%)
To set your default profit percentage on quotes
Optional
Step 5
Team and user access
List of employees to invite to SubmitX
Each person's name, position and email address. We create the accounts and send the invitations during the session.
Optional
Access level wanted for each employee
Admin (see and edit everything) / Project manager (own projects only) / Read only (view without editing)
Optional
CCQ employee information (if applicable)
CCQ card numbers, classification (journeyman, apprentice), hourly rates: for payroll and CCQ reports
Optional
Step 6
Active projects and quotes
List of your active projects
Project name, client, approximate budget, status (in progress / completed / quoting). We can enter everything during the session.
Optional
Quotes awaiting an answer
Amount, client, quote date: we enter them in the CRM to track your opportunities
Optional
Invoices or deposits awaiting payment
To enter them in SubmitX and set up automatic reminders from day one
Optional
Don't stress. If you don't have everything, that's fine: we can also create the basic data together during the session. The essentials are your Gmail, your logo and your legal information.
What the SubmitX team sets up for you
Everything is done live during the 2-hour session. All you have to do is watch and ask questions.
Import of your clients and suppliers
Gmail OAuth connection (sending from your address)
Google Calendar sync
Stripe Connect activation (card payments)
Interac e-Transfer activation
Quote template with your branding (logo, colours)
GST/QST setup + tax numbers
RBQ/CCQ entry in your contractor profile
Invitation and setup of your whole team
Access permissions by employee (admin / manager / read only)
First quote created together, live
Training on the key modules (quotes, projects, invoicing)
Automatic payment reminders set up
7 days of unlimited email support after the session
Access to the video recording of the session (if you want it)
Ready to get started?
Book your session now. The Calendly link is sent to you as soon as it's confirmed.
Book my setup sessionSecure Stripe payment · Refundable up to 48 hours before the session