Getting started

Set up your account, your company details and your first job.

• How to create your Trame accountSign up with email or Google, confirm your address, and answer a couple of quick questions to set up your company.
• How to set up your company details and logoAdd your company name, trade, address and logo so they appear correctly on every quote and invoice you send.
• How to add your VAT and CIS settingsAdd your VAT number if you're registered, and turn on CIS if you work as a subcontractor, so your invoices apply the right deductions.
• How to import your customers and past workBring your customer list in from a CSV, and build your price book from past invoices, quotes, or quotes you've already built in Trame.
• Finding your way around TrameA map of the sidebar, your Home screen, the quick-add button, and where Settings lives.