Get started with ATOM

Create or join a workspace, secure your account, invite your team, and prepare ATOM for your first work order.

This guide shows you how to create or join a workspace and prepare your first work order.

ATOM Operator page ready to start a new chat. — The office starting page in a fictional sample workspace.

Your screens depend on your role, workspace settings, and existing records. ATOM does not add customer, property, or job data unless your team imports or creates it.

If you are setting up ATOM for a maintenance company, open /signup and select Start free trial. The signup form creates an owner account and a 14-day trial workspace. No credit card is required.

If a teammate invited you, use the link in the invitation email. Create an account with the invited email address if you do not already have one, then accept the invitation.

Use an email address that you can access. ATOM sends verification, password reset, and invitation messages to that address.

See Sign up, choose a workspace, and activate billing for the signup and invitation steps.

#2. Sign in and secure your account

Open /login and enter your Email or phone and Password.

ATOM may ask you to set up two-factor authentication. Owner and office accounts must use an authenticator when the workspace requires MFA. Follow the on-screen steps to scan the QR code and enter the 6-digit code.

On a later sign-in, you can enter an authenticator code or a backup code.

Verify your email before you send messages outside the workspace. Until verification is complete, ATOM blocks outbound email and SMS such as quotes, invoices, invitations, and dispatch messages.

#3. Confirm the active workspace

The workspace name appears at the top of the sidebar. If you belong to more than one workspace, use the workspace switcher to select the company you want to work in.

If ATOM opens You're in. Set up your workspace., choose one of these options:

Create a new workspace makes you the owner of a new workspace.
Join an existing workspace accepts an invitation code.
Explore the demo workspace opens fictional sample data when the demo is available.

Demo availability can vary by environment. Do not assume that a customer workspace contains the same records as the demo.

Owners and office members start in Operator. Their sidebar can include Planner, Inbox, Map, Work orders, Quotes, Invoices, Properties, Customers, Team, and Settings.

Field members use ATOM Field for daily work. When a field member completes sign-in on /login, ATOM opens the Field web app and attempts automatic sign-in. Field members with an existing office-app session can still open Planner. The office app hides finance and workspace administration areas from field roles.

Read Navigate ATOM, search, and get help for the sidebar, command palette, account menu, help drawer, feedback form, and changelog.

#5. Add your team and operating data

Before you create work, confirm the records and settings that your team needs:

1. Open Settings > Members & access and invite office or field users. 2. Add your customers in Customers. A homeowner or business needs only an address; ATOM creates the property. Import agencies and their properties from CSV if you manage rentals. 3. Add tenant contact details to the relevant properties. 4. Link field users to technician profiles so you can assign bookings. 5. Review Settings for security, categories, approvals, inbox rules, integrations, and imports available to your role.

Do not enter real customer data in the shared demo workspace.

#6. Create and schedule the first work order

Open Inbox and start from an inbound request or select New thread for a phone call, walk-in, or other manual intake. Check the property and customer, then select Create work order. Record the request, service type, priority, and relevant contact details.

Use Work orders to find and open saved work orders. The list does not have a create control.

Next, open Planner and create a booking. Link the booking to the work order, select the lead technician, and set the visit time. Check the booking card before you notify the technician or tenant.

Use these guides for the detailed flows:

#7. Choose reviewers and review billing

Before your team sends customer documents, decide who reviews quotes and invoices. ATOM keeps approval, sending, and payment state separate so your team can see what happened.

Use Build, approve, and send a quote and Track invoices, payments, and Xero status when you are ready to use those records.

Owners and office members can open Settings > ATOM subscription to review trial or subscription status. If online billing is unavailable, the page directs you to contact support before the trial ends.

#Check your setup

Your workspace is ready for normal use when:

each team member has the correct role;
owner and office accounts satisfy the workspace MFA policy;
the customers, properties, tenants, and technicians you need are present;
your first work order links to the correct property and customer; and
its booking appears in Planner under the correct technician and time.

For help, open the screen's help button or email support@atomworks.app.