Create your account
Sign up and set up a workspace around your trade, your products and your presets in a few short steps.
Updated 24 September 2026
On this page
- Why
- A workspace set up around the work you do is useful from the first request.
- How
- Start at Start free; everything you choose can be changed later in Settings.
Sign up
Choose Continue with Google or Continue with Microsoft where they are offered, or Sign up with email with your work email and a password. An email sign up is confirmed first: open the link in the email we send, or type its six digit code on the sign up screen, and setup starts. Google and Microsoft accounts skip this step. No card is needed.
The setup screens
- Step 1.
What should we call you? Type your name.
- Step 2.
What is your organisation called? Type the name, then answer What does your business do? by picking up to three trade cards, the closest first. Your first pick leads.
- Step 3.
What does your business need? Pick your products. Your trade's products arrive ticked; change any of them now or later in Settings. At least one is needed.
- Step 4.
What do you sell or service? Tick the presets for your range; your trade's arrive ticked, and a preset that needs a product you have not picked shows muted. Press Finish setup, or Skip for now with nothing ticked.
What each trade pre ticks
| Trade card | Products pre ticked |
|---|---|
| Cutting tool manufacture | Sales Engineer, Design Engineer, Stock, Machinist and Wizard |
| Regrind and servicing | Service Centre and Sales Engineer |
| Tooling and industrial distribution | Sales Engineer, Stock and Wizard |
| Subcontract machining | Sales Engineer, Machinist and Stock |
| Fabrication and made to order work | Sales Engineer, Design Engineer, Machinist and Stock |
| Profile cutting and plasma | Sales Engineer, Machinist and Stock |
| Balustrades and architectural metalwork | Sales Engineer and Design Engineer |
| Something else | Sales Engineer |
Arriving from a product's page on the website also ticks that product. Pre ticking is a suggestion only: every tile stays selectable and no product needs another.
Nothing is invented for you: no sample products, customers or prices. Presets install real setup you can edit, and their services arrive switched off, so nothing quotes a figure you have not set.
Joining by invitation
An invitation opens Join followed by the organisation's name. Confirm your name and you arrive with the role, areas and stations the invitation carried; the organisation, products and presets steps are skipped. Sign in with the address the invitation was sent to.
Related
- 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.
- What a free workspace holdsKnow what the free plan includes, where its caps are and what stops when one is reached.
- How your workspace adaptsPredict what appears, what stays and what goes when a product is switched on or off.