Create your company and set it up
In CueLoad your company is a workspace: its own warehouse, projects and team. One person can belong to several companies.
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Create the company
- Sign up with your name, email and a password of at least 8 characters.
- Enter the code from the email. No email? Check the spam folder, or tap Send a new code.
- On Create your organization type the Company name. The Web address fills in by itself; it cannot be changed later.
- Check the Time zone. Projects use it by default.
- Accept the Data Processing Agreement and tap Create organization. You become the owner.
Settings
Owners and admins open the company menu → Configuration. On Company details you set:
- the name, time zone and Currency (changing it does not convert existing prices);
- Details on documents: logo, legal name, company and VAT codes, address, contacts and the default VAT rate for quotes.
Items marked Soon in Configuration are not available yet.
Several companies
Tap the company name (top of the phone screen, bottom of the menu on a computer). The list shows every company you belong to and your role in each. + New organization creates another one.
Next: import your equipment and invite your team.