Register and set up your organization

3 min read Getting started
On this page
  1. Signing up for enrutar
  2. Setting up the organization
  3. Choosing a plan and starting the trial period
  4. Inviting Employees
  5. Next steps

Signing up for enrutar

The first step to start using enrutar is to sign up. To do so, navigate to the registration page and enter your company details. Click Sign Up and you will be inside the platform.

Once you complete the registration you should receive an email with a link to set your password in enrutar. We recommend doing this as soon as possible.

Setting up the organization

The next step is to provide the organization's public information. A user with Full Access can navigate to Settings → Organization → Organization Settings and click Edit.

From here you can modify the name, website, email address and contact number. This data appears in some entities such as Work Reports or WhatsApp Reminders.

Under Location and working hours, configure the time zone and Working hours, including Opens at and Closes at. Both times are required and closing must be later than opening. Organizations without an existing schedule receive a default of 08:00–16:00.

Working hours do not prevent appointments outside that range. Among other uses, their opening time determines the appointment time communicated in reminders for all-day appointments.

Under Schedule, enable or disable Warn about schedule conflicts, which is enabled by default. See Schedule conflicts.

Choosing a plan and starting the trial period

To use enrutar, the organization needs a plan. After signing up, the administrator lands on the Billing & Subscription screen, where they can choose under Choose your plan:

  • Workday tracking: only workday tracking for your employees. Available in Spain.
  • Premium: all field operations, with work orders, customers, appointments, work reports and WhatsApp.
  • Enterprise: contracted by talking to our team.

Choosing Workday tracking or Premium starts a 7-day free trial period[^1]. You can now start inviting your Employees.

To keep using enrutar when the trial ends, click Activate subscription, choose the number of users and the billing period and complete the payment in Stripe. Learn more at Subscriptions and Payments.

Inviting Employees

To give your Employees access to enrutar, you need to invite them. Go to the Employees Page and click the Invite Employee button. This will open a form where you need to enter the following details:

  • Name: This is the name they will have in enrutar.
  • Invite by: choose Email or WhatsApp and enter the email address or WhatsApp number. The person will receive a link there to join the organization, valid for 7 days. If you invite them by email, they will create their password when joining; if you invite them by WhatsApp, they will sign in with WhatsApp.
  • Role: Classifies the Employee according to the nature of their work. See Role System.
  • Permission level: Determines what information the user can see and modify. See Permission System.

More details at Inviting employees.

Next steps

Your journey in enrutar has just begun! You have configured your organization and invited your Employees. You can discover the First steps in the office, First steps in the field or continue configuring Customize your organization.

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Employees In enrutar, the employees section groups any type of user registered within your organization. From here you can view the list, edit data and… Work Reports Work reports in enrutar are formal documents that summarize the work carried out during an appointment. They collect the most important information… Subscriptions and Payments enrutar offers different plans to adapt to the needs of each company. You can manage your subscription from Settings → Billing & Subscription. The…