Getting started: a new firm
Five steps from sign-up to a working workspace.
Stage 1 · Foundation · In development
A new firm is set up in a few minutes. None of the finance setup is required on day one: it can be added later.
- 1FirmEnter the company ID (EIK) and the name, address and manager are filled in from the Commerce Register. You can set a separate display name, so a legal name shows as your trading name.
- 2What you will useTick the modules: Tasks, Clients, Contracts, Quotes, Portal, Finance, Leave. Unticked modules are not visible anywhere, so the screen stays clean.
- 3TeamInvite people by email and give them a role. They sign in with Google.
- 4GoogleConnect Calendar and Drive with one button. See Google.
- 5FinanceThe bank, your invoicing program, the accountant’s email and recurring payments (salaries, rent, a car). This can wait.
Modules can be switched on and off at any time under Settings → The firm.
Next
- Add your first client and its contract: Clients.
- Read how the app is organised.
- Set up rights: Roles and rights.