Hardfin user guide
  • Welcome
  • Getting started
    • Start from scratch in 5 min
    • Start with existing data in 30 min
  • Core modules
  • Get set up (configure)
    • Customers
    • Locations
    • Products
      • Manage product fields
    • Parts
  • Source and build (warehouse)
    • Shipments
    • Inventory
    • Assemblies
  • Run your business (field)
    • Assets
      • Move assets
      • Manage asset metadata
      • Scrap assets at end of life
    • Projects
      • Manage project line items
      • Manage project time and costs
      • Manage project renewals
    • Assignments
  • Billing
  • Monitor the details
    • Search
    • Reporting
    • Notifications
    • Audit log
  • Manage your account
    • Account
    • Organization
      • User management
    • Integrations
  • Advanced Options
    • Sandbox
    • API access
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  • Choose your setup
  • Start from scratch in 5 minutes →
  • Start with existing data in 30 minutes →
  • What to expect

Getting started

PreviousWelcomeNextStart from scratch in 5 min

Last updated 4 months ago

Hardfin is the platform modern hardware companies use to generate better reporting by streamlining project and hardware management.

There are two quick options to get started based on your needs.

Choose your setup

Most users can complete basic setup from scratch in 5–10 minutes, while a fuller data import typically takes 30–60 minutes.

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Perfect for new businesses or those starting fresh with asset tracking. Follow our to create your organization, add your first customer, and start tracking assets immediately.

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Already managing assets in other systems? Use our to bring in your existing customer data, product information, and asset records from a spreadsheet, CRM, ERP, or other system.

If you have more advanced data, import, integration, or workflow needs, please to discuss custom implementations.

What to expect

  • Simple, guided setup process

  • Clear, step-by-step instructions

  • Support for common integrations

Need help along the way? Our team is here to support you. if you have specific questions about getting started with Hardfin.

Start from scratch in 5 minutes
quick setup guide
Start with existing data in 30 minutes
import and integration guide
contact our sales team
Reach out to us