Quickstart

This is the shortest path from a new account to a quote you can send. Budget about half an hour, most of it filling in your company details once.

1. Create your account

Go to the signup page and enter your name, email address and a password. Signup is email and password only; there is no Google or Microsoft sign in. A CAPTCHA runs on the form, and you get a confirmation link by email. Click it, and you land back in the app.

If you were invited by a colleague, use the link in their invite email instead: it takes you through the same signup and drops you straight into their organisation.

2. Complete your profile

The first screen after signing in asks for your first and last name, an optional phone number and your language. Your name appears on quotes and proposals, so it is worth filling in properly. You can change all of it later under Account.

3. Create your organisation

Next you choose between creating an organisation and joining one you were invited to. Creating one runs a six step wizard:

• Organisation: name, URL slug, legal name, trade and a short description.
• Regional: currency, number and date format, and metric or imperial units. Sensible defaults are picked from the country you choose.
• Contact: website, email and phone.
• Business address: used on quotes, invoices and legal documents.
• Branding: logo and brand colour.
• Plan: which modules you want on for the 14 day trial, and whether to include Platform Pro.

Your draft is kept as you go, so an interrupted signup does not start over. Once the organisation exists you land on the dashboard.

4. Finish the details documents depend on

Two settings pages matter before you send anything to a client.

In Settings, General fill in the legal and registration block: legal name, VAT number, chamber of commerce number, tax label and rate, default deposit percentage, payment terms in days, and bank details for invoices. Bank details are encrypted at rest.

In Settings, Preferences set your numbering: prefixes and next numbers for quotes, orders and invoices, and the scheme for project, ticket and RMA numbers. Change these before you issue your first document, not after.

5. Set up your catalogue

Add suppliers, then products, then labour rates. Quotes price themselves off the catalogue and the labour rates, so a few minutes here saves retyping on every job. If you have spec sheets, the catalogue can read them rather than making you key everything by hand.

6. Run one job end to end

Create a customer, then a project. Add a floor plan if you have one, place devices, and let the bill of materials build itself. Turn the bill of materials into a quote, check the margin per line, then publish the offer so the client can open and accept it online. Once it is accepted the same record carries you into ordering, installing and invoicing.

7. Bring the team in

Invite colleagues from Settings, Members, and give each one a role. See Invite your team for what the roles mean and how seats are billed.