Getting started
Open a workspace, choose your products, invite your people and find your way around.
- Create your accountSign up and set up a workspace around your trade, your products and your presets in a few short steps.
- Set up your organisationSet the details, numbering and brand that every quote, order and document carries.
- The first run and the toursKnow what the first run shows you, how each area explains itself and how to replay any of it.
- Finding things fastSearch everything from the menu and jump anywhere with the command palette.
- Users, roles and stationsInvite people by the job they do and give each one the role, areas and stations that job needs.
- What a free workspace holdsKnow what the free plan includes, where its caps are and what stops when one is reached.
- Getting helpAsk in the AI area, read the docs, or open a ticket for the team.
- Support and availabilityKnow how to reach us, what each plan's support includes and what we do and do not promise about uptime.