Set up Noma

Add your details, review your company setup, and prepare for your first booking.

Before you start

You need an approved Noma account or an invitation to a company with access. If you still see the waitlist, get access first.

Complete the first setup screens

Add your details

Enter your first and last name. You can also add a profile photo and phone number.

Check the email shown for your account. It comes from the account you used to sign in.

Add company details

If you are setting up a new company, enter its name, contact details, website, and address. Add a company logo if you have one.

Use the details you want shown on reports, invoices, and public pages.

Invited teammates add their own details and join the existing company.

Choose your inspection types

Select Property inspection, Termite inspection, or both when asked what inspections your company offers.

Choose every type your company provides. This controls which inspection setup choices Noma offers.

Invite your team

If the invite step appears, add the teammates who need access. You can invite people later if you are not ready.

An admin manages company settings. An inspector needs the Inspector role to use the mobile inspection app. A person can have both roles.

Continue to the setup checklist

Select Continue setup when you finish the company setup flow. Invited teammates finish their shorter setup flow first.

Open Set up Noma to review the remaining tasks.

Use the setup checklist

The checklist shows tasks that apply to your role and company. Your list may differ from a teammate's.

Open a task, save its settings, and return to the checklist. Tasks update as you complete them.

You can start using Noma while setup is in progress. Tasks marked optional can wait.

Your details

Task	What to do
Your profile photo	Add a photo so your team can recognize you.
Your phone number	Add the number your team should use to reach you.
Working hours and time zone	Review when you work and which time zone those hours use. Set your work hours.
Inspector license	Add the license used on your termite reports and in state reporting. This task applies to termite inspectors.
Your signature	Add the signature you want to use when signing reports.

Mobile app

Inspectors see an optional Noma mobile app task. Install the app, sign in, and enter the app to complete it.

Company details

Task	What to do
Company address	Add the address used on reports and customer invoices.
Company email and phone	Add public contact details so customers can reach your company.
Termite registration number	Add the company registration used for termite reports and state reporting.
Company logo	Add your logo for reports and invoices. This task is optional.
View report defaults	Review the settings used for new reports. This task is optional.

An admin manages the company details.

Services and team

Task	What to do
Your first inspection service	Set what customers can book, including its price and visit length. Create a service.
Invite teammates	Give other people access to your company. This task is optional.
View your booking page	Review what customers see before you share a link. Set up your public page.

Payments and billing

These tasks serve different purposes:

Set up Noma billing chooses how your company pays for Noma.
Accept customer payments sets up invoice payments and bank payouts for your company.

Each task has its own setup steps.

You can create and save services before online customer payments are ready. A payment link only appears when the service allows it and the invoice is ready for online payment.

Skip a task or return later

Select Skip to set a task aside on your checklist. Its settings stay unchanged. Select Undo skip to bring it back.

Set up Noma billing stays on the checklist until complete. You can leave the checklist at any time.

Return through Set up Noma in the sidebar or Settings → Account → Workspace setup.

If a setup task stays incomplete

Save the details on the page the task opened.
For work hours, open and review the actual schedule.
For the mobile app, sign in and enter the app with the same Noma account.
If the task says Confirming setup, allow the setup check to finish.
If it says Needs attention, open it and follow the shown message.

If a task still looks wrong, email darrel@noma.so with its name and your account email.