Create your account
Go to app.softbooq.com/signup and create your account.During onboarding you will be asked to:
- Choose a workspace name (this becomes your subdomain)
- Select your industry
- Pick the modules you want to activate — you can change this later
Complete your company profile
Go to Settings → Company Profile and fill in:
| Field | Why it matters |
|---|---|
| Company name & logo | Appears on all outgoing invoices, quotes, and emails |
| Registered address | Required for legally compliant invoices |
| Default currency | Sets the base currency across Finance and Sales |
| Timezone | Affects scheduling, timestamps, and reports |
| Fiscal year start | Required before you can run financial reports |
You cannot generate invoices or run reports until your company profile and fiscal year are saved.
Connect your email
Go to Settings → Email and connect your email provider. This lets Softbooq send invoices, quotes, and notifications from your own domain.
Microsoft 365
Sign in with your Microsoft account. Requires admin consent for your organisation.
Google Workspace
Sign in with Google. Works with any Google Workspace account.
SMTP / Other
Supports SendGrid, Mailgun, Postmark, or any custom SMTP server.
Invite your team
Go to Settings → Users & Roles and invite your first team members.Available roles:
| Role | What they can do |
|---|---|
| Admin | Full access to all modules and settings |
| Manager | Access to all modules, cannot change billing or security settings |
| Employee | Access to assigned modules only |
| Viewer | Read-only access across all modules |
| Client | Access to the client portal only — cannot see the ERP |
Activate your first module
Pick the module that solves your most immediate problem and set it up first. Come back and activate others once you are comfortable.
Send invoices and get paid
Set up Finance first. Create your first invoice in under 2 minutes.
Manage customers and close deals
Add your first customer in CRM and track your pipeline.
Track employees and run payroll
Add your first employee, set up pay grades, and run your first payroll.
Manage stock and warehouses
Add your first product, set stock levels, and create a warehouse.
Run projects and track time
Create your first project, add tasks, and start logging time.
Raise purchase orders
Add a supplier and raise your first purchase order.
Explore how everything connects
Open the System Map in the app sidebar (at the bottom) to see a live diagram of every module and how data flows between them — for example, how a sales order in CRM flows into Finance as an invoice, or how payroll in HR posts to the Finance ledger.This is the fastest way to understand the full platform and plan which modules to activate next.
What to do next
ERP Overview
Understand the full module map and how the ERP is structured.
Finance
Invoicing, expenses, payments, and your chart of accounts.
Settings
Integrations, security, billing, and workspace configuration.
HR
Employees, payroll, leave, attendance, and onboarding.