Customer welcome & quick start
Set up the core company workspace, learn the product vocabulary, and make your first connected workflow decisions.
Open customer library guide →ControlAxis customer resources
Practical guidance for connected work.
Use the official ControlAxis guide library to set up your company, work confidently across the product family, and resolve common account and support questions.
Get started
These guides are maintained in the official customer document library. If your company has not yet been granted access, use the request link and we will provide the appropriate materials.
CRM administrator setup
Prepare the company workspace, teams, roles, and operating configuration before bringing more people into the system.
Open customer library guide →CRM daily use
Give day-to-day users a clear introduction to their core customer, job, schedule, and workflow responsibilities.
Open customer library guide →Product, portal & integration guides
Learn how the customer-facing product family fits together and how to configure secure connected work.
Estimator, Scan & Finance guide
Explore the focused products that extend the CRM workspace with quoting, tracking, and operational visibility.
Open customer library guide →Customer Portal guide
Understand the administrator and customer experience for keeping customers connected to their work.
Open customer library guide →Secure integrations guide
Review supported integration setup and security considerations for connected systems.
Open customer library guide →Accounts, billing & support
Use these references for access, recovery, subscription questions, and common troubleshooting.
Accounts, MFA & recovery
Set up a strong account experience and follow the documented recovery path when access needs attention.
Open customer library guide →Subscriptions, billing & trial
Understand the 14-day trial and the company subscription and billing process.
Open customer library guide →FAQ & troubleshooting
Find answers to frequent setup and support questions before you need to open a request.
Open customer library guide →