Onboarding

This page provides a high-level overview of the onboarding process for new projects on the Pluto platform. It covers the setup work required before launch and the training sessions that prepare your team to operate the system.

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Project Setup Checklist

The following categories represent the key areas that must be configured before a project can go live. The order below reflects the typical setup sequence.

1. Division & Community Structure

Before configuring a project, the higher-level organizational structure must be in place. Pluto uses a four-level hierarchy:

Organization → Division → Community → Project

• Division — A regional or business-unit grouping within your organization. Staff access, dashboard filtering, and template resolution are all scoped by division. Divisions are managed via the Admin section.
• Community — Represents a development or master-planned community that contains one or more projects. Community-level settings include branding (logo), contact information, site maps, and parking locations. Communities are configured in the Workbench.

2. Construction Admin Setup

Establish the organizational structure within the platform:

• Create the project according to unit type
• Legal lots and unit entries
• Unit models and model-to-unit assignments
• Sales options and pricing assignments
• Key plate or site plan mapping
• Internal and Customer options (e.g., color scheme, parking stalls, storage lockers)
• Project configuration (staff, client portal, customer connect, deposits, options, GST rebate, new deal, and notifications)

Project Type Variations

The steps above apply to all project types, but the specifics will vary. Single-family projects, for instance, won't require parking and storage configuration, while a high-rise condominium may only have a single building entry but will need additional floor and unit-level data. The overall workflow remains the same — only the depth of detail changes based on the project type.

3. Sales Admin Setup

Configure the sales-side settings:

• Staff creation, roles, and permissions
• Staff-to-community assignments
• Project configuration and integrations (e.g., HubSpot, Stripe, 3DX)
• Internal options and pricing assignments

4. Template Setup

Configure the templates used throughout the sales and communication workflows:

• PDF Templates — Contract documents, disclosure statements, and any project-specific forms.
• Email Templates — Automated and manual email communications sent to purchasers, realtors, and staff, including device verifications. Templates support merge fields and modifiers.
• SMS Templates — Text message templates for notifications and device verifications.

Starter Templates

Pluto provides a base set of templates to get you started. From there, an admin can customize any or all of these at the project, community, division, or organization (Corporate) level.

5. Customer Connect Setup

If Customer Connect is being used for the project:

• Community branding (logo, contact information, and site map)
• Project and model configuration (descriptions, resources, floor plans, and key plates)
• Reservation settings (limits, duration, deposit requirements, and appointment availability)
• Unit availability and schedule milestones
• Reservation link creation and distribution

6. Pre-Launch Validation

We recommend running at least three end-to-end test deals — with both purchaser and realtor participants — before going live. Each test should follow the full lifecycle:

1. Reservation — Start from Customer Connect, if in use.
2. Deal Writing — Identity verification, unit selection, options, and deposit configuration.
3. Contract Signing — Document generation through the sales app, signing via the Signing Service.
4. Client Portal — Purchaser and realtor access, deal review, and outstanding signatures.

Vary the scenarios across tests (e.g., different unit types, option selections, or deposit methods) to ensure broad coverage.

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Training Sessions

Training is structured into up to six sessions. Not all sessions are required for every project — the scope depends on team roles and which platform features are in use.

#	Session	Audience	Description
1	Admin Introduction	Admin	Platform introduction, staff setup, role configuration, and system navigation.
2	Project Setup & Configuration	Admin	Workbench walkthrough — community/project configuration, unit management, and data entry.
3	Templates & Emails	Admin	PDF and email template creation at the project level. Covers merge fields and modifiers.
4	Overview and Writing a New Deal	All Users	Dashboard, unit manager, reservations, identity verification, and the full new deal process.
5	Deal Management, Client Portal, and Signing	All Users	Deal lifecycle, contacts, deposits, document management, client portal, signing service, and backfills.
6	Customer Connect	All Users Optional	Reservation link management, the customer-facing reservation flow, and customer vs. realtor paths.