Sign up, choose a workspace, and activate billing

Create an ATOM trial workspace, accept an invitation, verify your email, switch workspaces, and review billing options.

This guide shows you how to create an ATOM account, enter a workspace, verify your email, and review billing options.

Signup and workspace onboarding happen in the web app. The field app uses an account and workspace that already exist.

#Choose how to create or join a workspace

To set up ATOM for a company, start a trial.
To join a teammate's workspace, accept the invitation.
If you are signed in without workspace access, choose a workspace.
If you belong to several workspaces, switch workspaces.
To review trial or subscription options, open subscription settings.

Open /signup. The page heading is Start your ATOM workspace.

Enter:

Maintenance company name
Full name
Email
Password
Country

Select Get emails about product updates and news. only if you want those messages. Australia is the default country, but you can choose another supported country.

Select Start free trial. ATOM creates an owner account and a 14-day trial workspace. You do not need a credit card.

If you already have an account, select Sign in. If you are joining an existing workspace, select Create an account to join instead and use the email address that received the invitation.

The form blocks submission while your browser is offline. If signup fails, read the error message before you retry. A duplicate account, invalid field, rate limit, or temporary service problem can stop signup.

After signup, ATOM opens a confirmation page. A completed cardless signup shows Trial workspace ready. If setup is still being confirmed, it shows Trial signup received and checks again.

Open the verification email, then select its link. If the message does not arrive, use Resend verification email on the confirmation page or sign-in screen. Resend requests have a cooldown.

If you created the workspace through self-serve signup, you can sign in before verification to set up workspace data. Until you verify, ATOM blocks outbound email and SMS. This includes quotes, invoices, reminders, tenant confirmations, technician dispatches, inbox replies, and team invitations.

If you registered from an email invitation, verify your email before your first sign-in. Phone-invited field technicians sign in with their mobile number and password.

To sign in:

1. Open /login. 2. Enter your Email or phone and Password. 3. Select Sign in. 4. Complete the security-code screen if ATOM asks for it.

A field member who completes sign-in on /login is sent to ATOM Field. ATOM attempts to open a Field session without a second sign-in.

If you forget your password, select Forgot password? and follow the reset email.

#Complete two-factor authentication

ATOM enforces the active workspace's MFA policy. Owner and office roles require TOTP when that policy is required.

On first setup, the page heading is Set up two-factor authentication. Scan the QR code in an authenticator app, or use the manual setup key. Enter the 6-digit code, then select Enable and continue.

Later sign-ins show Enter your security code. Enter a current authenticator code or a backup code. Select Lost your authenticator? to request account recovery.

#Choose your workspace

If your signed-in account has no active workspace, ATOM opens /onboarding/workspace. The heading is You're in. Set up your workspace.

The page offers these options:

Create a new workspace
Join an existing workspace
Explore the demo workspace

If you already have a real workspace, the page can also show Skip for now.

#Create a new workspace

1. Select Create my workspace. 2. Enter a Workspace name between 2 and 80 characters. 3. Select Create workspace.

ATOM makes you the owner and opens Operator. If the new workspace requires MFA, complete two-factor authentication before entering it.

#Join an existing workspace

Open the invitation link while signed in with the invited email address. The link opens /onboarding/workspace, expands Join an existing workspace, and fills the invite code.

You can also select I have an invite code, paste the code into Invite code, and select Join workspace.

ATOM opens Operator for an owner or office role. It opens Planner for a field role.

If ATOM rejects the invitation:

That invite code isn't valid. Ask the inviter to resend it to your account email. means the code is invalid or belongs to another account.
That invite has expired. Ask the inviter to send a new one. means you need a new invitation.
That invite has already been accepted. Sign in to that workspace from /login. means the one-time invitation was already used.
Set up two-factor authentication from your account before joining this workspace. means the role and workspace policy require MFA.

If the error continues after you correct the account or code, ask the inviter to send a new invitation.

#Explore the demo workspace

Select Explore demo to open fictional sample data without changing a real customer workspace.

Demo access depends on the environment. A new demo membership uses the office role, but an existing membership keeps its current role. MFA applies according to the demo workspace policy and your role.

Do not use the demo as proof that your own workspace contains seeded agencies, properties, work orders, or billing records.

#Accept an invite from email

An ATOM invitation email contains a Join the workspace button and a one-time invite code.

1. Sign in with the email address that received the invitation. 2. If you do not have an account, open the invitation signup form and use that same email. 3. Open the invitation link or enter its code on /onboarding/workspace. 4. Select Join workspace.

Invitations are tied to the recipient account and can expire or be used only once. Ask an owner or office member to resend the invitation if needed.

#Switch workspaces

The workspace switcher lists workspaces where you have an active membership. On a wide screen, it appears at the top of the sidebar. On the compact navigation bar, it appears near the account menu and can stay hidden when you have only one workspace.

Select a workspace to switch your active session. ATOM can block a switch when:

the membership is no longer active;
the target role and workspace policy require MFA that you have not set up;
you switch too many times in a short period;
the session has expired; or
support impersonation is active.

If a workspace is missing, ask an owner or office member there to confirm your membership or send a new invitation.

#Review subscription settings

Owners and office members with billing permission can open Settings > ATOM subscription. Field members cannot access workspace billing settings.

The page shows the workspace's trial or subscription status. Online billing is controlled by the ATOM environment and may not be available.

If online billing is unavailable, the page says Online billing isn't available yet. Contact support@atomworks.app before the trial ends to keep the workspace active.

If online billing is enabled and the workspace is eligible, the page can offer an upgrade checkout. A paid workspace can also offer Stripe's billing portal for payment methods, invoices, cancellation, and supported plan changes.

Do not send card numbers or payment credentials to support.

#Legacy signup links

Old browser history or support messages can contain Stripe-first signup links. The current public signup flow creates a cardless trial.

On /signup/cancelled, select Return to signup to start the current flow. A cancelled legacy checkout does not create a workspace.

On an old /signup/success link, follow the recovery text on the page. If ATOM cannot confirm the old checkout, contact support@atomworks.app with the signup email and visible error. Do not include card details.

#Web app vs field app

| Task | Web app | Field app | | ---------------------------- | --------------------------------------------- | ------------------------------------------- | | Start a trial | Available at /signup | Not available | | Create or join a workspace | Available at /onboarding/workspace | Not available | | Switch workspaces | Available in the app shell | Not available in the field app interface | | Manage the ATOM subscription | Available to permitted owner and office roles | Not available | | Sign in | Available | Available after account and workspace setup |

If the field app reports that you have no workspace access, complete signup or invitation acceptance in the web app first.

#Support

Email support@atomworks.app if verification messages do not arrive, workspace access is missing, or the subscription page does not match your agreement.

Include your signup email, workspace name, page URL, and visible error text. Do not include passwords, authenticator secrets, backup codes, or card details.