Start from scratch in 5 min

Set up a new Hardfin organization from scratch in 5–10 minutes.

Quick setup guide

A step-by-step guide to setting up your organization in the Hardfin platform.

1. Create your organization account

• Sign in to Hardfin using your business email

• Add basic information in your organization profile

2. Set up a customer

• Create company records for your customers

• Add essential information customer information (such as billing info)

3. Define a location

• Set up an inventory location (such as warehouse or distribution center)

• Set up a field location (such as R&D facility or customer site)

4. Add a product and asset

• Add a product for your primary hardware

• Add your first asset (enter serial number and inventory date)

5. Create a project

• Create a project

• Specify details such as dates, customer, and locations

Next steps

You're tracking with Hardfin!

• Invite team members who need platform access

• Continue adding data via batch or individual entry

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

Also consider exploring

Asset operations and project management

• Asset movement (manage asset logistics)

• Project assignment (link assets to the project)

Advanced asset capabilities

• Asset metadata (manage custom data fields)

• Asset files and links (upload serial records)

• Asset accounting information (enter costing for depreciation)

Advanced project capabilities

• Product details for a project (record line items)

• Project files and links (upload contract files)

• Project costs (track billable and non-billable details)

Looking to import existing data instead? Check out our 30-minute setup guide for working with existing systems.