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 complete four quick steps 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 settingsSet whether you're VAT registered, add your VAT number, and turn on CIS if you work as a subcontractor.
• 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.
• How to use AssistantUse your admin assistant to find saved work, prepare draft quotes and invoices, and manage jobs from a conversation.
• How to contact Trame supportContact Trame by email or WhatsApp when you need help or want to share feedback.