Getting started
We don't expect you to have every contract you've ever signed. Pivott's onboarding process focuses on getting you set up quickly and making sure nothing important slips through the cracks going forward. Here's how we make the process easy, painless, and automated.
Vendor directory note: your vendor list is built automatically as contracts are imported — no separate vendor import is needed.
Import your properties
Upload your property list in any format — no need to sync it with your PMS. Pivott is often the first to know about changes in ownership or management, as contracts are typically signed long before your PMS is updated.
Set up Expected Contracts
Once your properties are in, we configure your Expected Contracts — the key contract categories your organization requires at every property. Common examples include landscaping, elevator maintenance, waste management, snow removal, and security.
Expected Contracts give your team a clear checklist for each property and alert managers when something is missing, expired, or expiring soon. It's how we prioritize what to find during onboarding and how your team stays on top of renewals after.
Learn more about Expected Contracts →
Automatically import future contracts
Once you're set up, new contracts that arrive by email are imported automatically. With Contract Sync, Pivott monitors your team's inboxes and pulls in contract attachments as they arrive — no tasks, no manual steps, nothing lost. We also support DocuSign, so any completed envelope comes in automatically.
Import legacy contracts
Finding every past contract isn't practical, so we focus on the most important ones first. Using your Expected Contracts configuration as a guide, we work with you to fill in key contracts across your portfolio and build a clear picture of your current obligations.
Once your portfolio is populated, the GL Comparison tool can cross-reference your accounting records against your contracts to surface any vendors you're paying without a corresponding agreement on file.
Learn more about GL Comparison →
Manually upload contracts
Prefer to add contracts on your own? There are several easy options:
- Drag and drop files directly in Pivott using Drop Zone™
- Forward any contract to import@pivott.io
- Upload any contract directly in Pivott from desktop or mobile
All contracts are processed by Pivott AI and reviewed by our team within one business day.
Bulk upload
If you have a large volume of contracts to import, we have options to get them in as quickly as possible. Bulk uploading is supported directly from SharePoint, Google Drive, OneDrive, Egnyte, and other common storage providers.
See all supported integrations →
Our commitment
Our goal is to ensure that onboarding is quick and painless. If there is anything more we can do to support your onboarding, we will make it happen. Reach out to our team at help@pivott.io or book a call with us to get started.
