Set up your company: the owner guide

Set up your company: the owner guide

Create your account, finish the setup tour, fill in your company profile, invite your team and get ready to take payments.

For: Owner, Admin
Where: Web app
Updated: October 16, 2026

1. Create your account

Go to app.ormi.com/signup. Use Continue with Google or Continue with Microsoft, or enter your Email and a Password (8 or more characters with an uppercase letter, a lowercase letter, a number and a symbol).
Click Create account.
Open the verification email and click the link within 24 hours. If it does not arrive, click Resend verification email.

Your 15-day free trial starts now, with unlimited jobs and no card needed.

2. Finish the setup tour

Sign in. The Getting Started tour opens on your dashboard.
On Welcome to Ormi!, enter your company name and the 5-digit ZIP you work in. Federal EIN is optional.
Answer the questions about how you operate, how you invoice recurring work, and whether you work year-round.
On Invite Your Team, add people now or skip it, then click Finish Setup.

Paused the tour? The Getting started checklist in the sidebar picks up where you left off.

3. Fill in your company profile

In the sidebar under Settings, open Company.
On General, click Upload logo (square PNG, JPG or GIF, at least 200 by 200 pixels, up to 5 MB).
Fill in the Public business profile: Company name, Email, Phone, Website and address. Customers see these on quotes, invoices and the portal.
On Localization, check the Timezone and Currency. The timezone decides what "today" means for your schedule and your billing month.

Changes save as you go. The header shows All changes saved.

4. Invite your team and connect payments

Invite office staff and technicians. See Invite your team.
Turn on field access for the people who work jobs. See Field access and billing.
Connect payments so you can send invoices and take cards. See Connect payments.

5. Book your first job

Add a customer with a service address.
Create a job and dispatch it.
The sidebar checklist ticks off Add a customer, Create a job, Schedule a job and Dispatch a job as you go.

What if this fails?

"An account with this email already exists.": Sign in instead, or use Forgot password? on the sign-in page.
The verification link doesn't work.: Links expire after 24 hours. Go back to the sign-up confirmation page and click Resend verification email.
The ZIP field says "Enter all 5 digits".: Use a 5-digit US ZIP code.

Still stuck?

If you already use Ormi, the ? button in your dashboard sends a question to our team with your account attached. Otherwise:

Phone: (972) 944-0404
Email: [email protected]
Message: Contact page