Getting Started

Follow these steps to set up your FixhDesk account and start managing your business.

1. Register your account

Go to the Register page and fill in your name, company name, email address, and a secure password. After submitting, you will receive a verification email. Click the link in the email to activate your account.

2. Configure your company

After your first login, navigate to Settings. Enter your company's legal name, VAT number, address, phone, and email. Upload your logo and favicon for a branded experience on PDF documents and emails.

3. Set up your shop

Go to Shops and create at least one shop or branch. Each shop groups orders and documents. You can assign specific users to specific shops to restrict their access.

4. Add your first customer

Navigate to Customers → Add new. Fill in the customer's first name, last name, email, phone, and address. Customers are linked to your company and are reusable across all orders and documents.

5. Create your first order

Go to Orders → New order. Select the customer, assign a status, set the amount and description. Save the order. You can then add interventions, attach photos, and send notifications to the customer.

6. Invite your team

Go to Users to add team members. Each user can be an administrator (full access) or a regular user (access limited to assigned shops). Users log in with their own email and password.