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Get up and running with Access Collect​

Our dedicated services package is designed to get your team connected, configured, and confidently managing debt collection — all within a half-day engagement. With expert guidance every step of the way, you'll be collecting faster, sooner.

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Access Collect onboarding package​ price

Everything you need to get your team set up, trained, and confidently using Access Collect for debt collection management.​

Half-day engagement​

A structured onboarding experience delivered by our specialist consultants to get your team collecting with confidence.​

$900

+GST

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  • Welcome & overview call​
  • Connection & configuration​
  • Training & walk-through​
  • Follow-up session​

What's included in our package?

01 05

Welcome call​

We kick off with a discussion and overview session to understand your business needs and confirm all pre-requisites are in place before we begin configuration.​

02 05

Connection​

Our consultants will check and establish your Cloud Connector to ensure a seamless and secure data connection between Evo and Access Collect.​ ​

03 05

Configuration

We'll configure Evo Members with Collect role assignments, ensure collectors are set up in Evo, configure email templates, notification types, aging bands, and upload your company logo.​ ​

04 05

Training & walk-through​

Comprehensive hands-on training covering the data connection, dashboard navigation, invoice follow-up management, client management and collector assignment, communication history, and how-to guides.​

05 05

Follow-up session – 1 month check-in​

A 30-minute follow-up session one month after onboarding to review progress, address any questions, and ensure your team is getting the most out of Access Collect.​

What can you expect with the services package and the pre-requisite​

What's included?

What can you expect with the services package and the pre-requisite​

Included with Evo Standard​

Access Collect is included as part of your Evo Standard subscription — this services package gets your team set up and trained to use it effectively.​

Half-day engagement​

The entire onboarding package is delivered as a structured half-day engagement, designed to minimise disruption and get you collecting sooner.​ ​

Future enhancements​

Coming soon — an upgraded tier with integrated payment capabilities. Additional transactional fees will apply for the payment system features.​

Pre-requisite and Exclusions

Pre-requisite

  • Active Access Evo Standard subscription
  • Access Evo Onboarding must be completed
  • Access Evo Discovery training (for equivalent knowledge) completed

Exclusions

  • Importing prior debt collection history from other packages
  • Attache training and setups

Ready to get started with Access Collect?​

Our consultants are ready to help you get connected, configured, and collecting. Get in touch to book your onboarding session.​

Talk to a Consultant