# 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[^1] in the Hardfin platform.

### 1. Create your organization account

* [ ] [Sign in to Hardfin](https://assets.hardfin.com/) using your business email
* [ ] [Add basic information](/manage-your-account/organization.md) in your organization profile

### 2. Set up a customer

* [ ] [Create company records](/set-up-the-basics/companies.md#create-a-company) for your customers
* [ ] [Add essential information](https://github.com/hardfinhq/user-guide/blob/gitbook/set-up-the-basics/customers.md#edit-a-customer) customer information (such as billing info)

### 3. Define a location

* [ ] [Set up an inventory location](/set-up-the-basics/locations.md#create-a-location) (such as warehouse or distribution center)
* [ ] [Set up a field location](https://guide.hardfin.com/getting-started/pages/ZXFt659q54cHYFv2C3MS#inventory-vs.-non-inventory) (such as R\&D facility or customer site)

### 4. Add a product and asset

* [ ] [Add an item](/set-up-the-basics/items.md#create-an-item) for your primary hardware
* [ ] [Add your first asset](/run-your-business/assets.md#create-an-asset) (enter serial number and inventory date)

### 5. Create a project

* [ ] [Create a project](/run-your-business/projects.md#create-a-project)
* [ ] [Specify details](/run-your-business/projects.md#edit-core-project-information) such as dates, customer, and locations

## Next steps

You're tracking with Hardfin!

* [Invite team members](mailto:?subject=Log%20in%20to%20Hardfin\&body=Hi%20team%20-%20I've%20set%20up%20Hardfin%20so%20we%20can%20manage%20our%20assets%20and%20projects%20in%20one%20place.%0A%0APlease%20log%20in%20when%20you%20have%20a%20chance%3A%20https%3A%2F%2Fassets.hardfin.com%0A%0AYou%20can%20find%20the%20user%20guide%20here%3A%20https%3A%2F%2Fguide.hardfin.com%2F%0A%0AThanks!) who need platform access
* [Continue adding data](/run-your-business/assets.md#bulk-creation) via batch or individual entry

{% hint style="info" %}
Need help along the way? Our team is here to support you. [Reach out to us](mailto:support@hardfin.com?subject=Getting%20started%20with%20Hardfin\&body=Hello%20-%20I%20am%20trying%20to%20set%20up%20Hardfin%20and%20have%20questions%20about%20getting%20started.%0A%0ACan%20we%20schedule%20time%20to%20talk%3F%0A%0AThanks!) if you have specific questions about getting started with Hardfin.
{% endhint %}

### Also consider exploring

<details>

<summary>Asset operations and project management</summary>

* [Asset movement](/run-your-business/assets.md#move-an-asset-change-an-assets-location) (manage asset logistics)
* [Project assignment](/run-your-business/projects.md#asset-assignment) (link assets to the project)

</details>

<details>

<summary>Advanced asset capabilities</summary>

* [Asset metadata](/run-your-business/assets.md#asset-metadata) (manage custom data fields)
* [Asset files and links](/run-your-business/assets.md#manage-asset-files-and-links) (upload serial records)
* [Asset accounting information](/run-your-business/assets.md#manage-asset-accounting-details) (enter costing for depreciation)

</details>

<details>

<summary>Advanced project capabilities</summary>

* [Product details for a project](/run-your-business/projects.md#adding-or-editing-product-details) (record line items)
* [Project files and links](/run-your-business/projects.md#manage-project-files-and-links) (upload contract files)
* [Project costs](/run-your-business/projects.md#manage-project-costs) (track billable and non-billable details)

</details>

*Looking to import existing data instead? Check out our* [*30-minute setup guide for working with existing systems*](/getting-started/start-with-existing-data-in-30-min.md)*.*

[^1]: Your company is an "organization" in Hardfin


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://guide.hardfin.com/getting-started/start-from-scratch-in-5-min.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
