Getting started

Your workspace is ready: you have received its address and a sign-in code by email. Here are the first steps, in the order the setup assistant suggests them.

1. Sign in

Open your workspace address (your-company.fluidify.app), enter your email and then the code you received. There is no password: a code is sent to you on each new device. Session length is set in Settings › Security, where everyone can also find their signed-in devices.

2. Complete the company details

In Settings › Company: logo, address, contact details, legal information, bank details (IBAN, QR-IBAN in Switzerland). This information appears on your quotes and invoices.

3. Create the branches

If your company has several establishments, create them in Settings › Branches: each branch has its own address, opening hours, depot and, if you wish, its own numbering.

4. Check the numbering

In Settings › Numbering, check the format of quote, invoice and work order numbers. If you are carrying on an existing numbering sequence, enter the next number to use.

5. Invite the team

In Settings › Users, invite your colleagues by email and choose their role (management, administration, scheduling, stores, technician…). Each role grants permissions by module and by scope; you can create your own roles.

6. Bring over your data

Import your customers, sites, equipment, items and contracts from a spreadsheet: see the guide Importing your data.

7. Install the technicians' app

See the guide Installing the mobile app.

During the 14-day trial, everything is available. Add a payment method from Settings › Subscription whenever you like.