Create your account and set up your business

Getting going takes a few minutes: create your account, set up a workspace for your business, pick a plan, then walk through a three-step setup wizard. Every wizard step is skippable — you can sort it all later.

1. 01Go to /sign-up and create your account.
2. 02On the Welcome to SmartM8 screen, create a new workspace for your business. If you've been invited to an existing workspace, select it here instead.
3. 03Pick a plan — every plan starts with a 14-day free trial, no credit card required.
4. 04In the wizard's Your business step, add your ABN (optional — 11 digits), set your Timezone so evening reminders — and your morning brief once it goes live — land at your local time, and set Start job numbers from if you're continuing numbering from another system. Tap Save and continue.
5. 05In Add your customers, enter each customer's Name (Phone and Email are optional) and use Add another for more rows. There's a Connect Xero button here too if you want that done early.
6. 06In Your first job, pick a customer, give the job a name, and tap Create job and finish. We number the job and set up the payment stages for you.

When you finish (or skip), you land on the Today dashboard. A Getting started card tracks four steps — Connect Xero, Add your first customer, Create your first job, and Send your first quote — and ticks them off automatically as your workspace fills in. It hides itself once all four are done, or tap Dismiss. Only the first person through sees the setup wizard; teammates joining an already-set-up workspace go straight to the dashboard.