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Getting Started

Welcome to TheCompanyApp. This guide will walk you through setting up your company and getting started with your business operations.

Before You Begin

Make sure you have:

  • An iPhone or iPad running iOS 16.0 or later
  • An active iCloud account
  • At least 500MB of free storage
  • Internet connection for initial setup

Creating Your Company

When you launch TheCompanyApp for the first time, you'll create your company profile.

Step 1: Accept the Quick Start Guide

The app will explain:

  • Your data is stored in your private iCloud
  • What information is required vs optional
  • How data privacy works

Step 2: Verify Your Apple ID

Confirm you're using the company's main Apple ID. This account will be the owner of all company data.

Step 3: Enter Company Details

Fill in your company information:

  • Company Name (required)
  • Registered Country (required)
  • Tax ID (optional)
  • Primary Contact Information (email, phone)

Step 4: Create Company Password

Set a secure password for accessing company data. This is separate from your Apple ID password and adds an extra layer of security.

Step 5: Choose Your Subscription Plan

Select the plan that fits your needs:

  • Free: Solo operations with full features
  • Business: Up to 10 team members with collaboration
  • Enterprise: Unlimited users with AI and advanced analytics

You can start with Free and upgrade anytime as your business grows.

Learn more about subscription plans

Joining an Existing Company

If you've received an invitation from your team, follow these steps:

Step 1: Receive the Share Link

Your team owner will send you a CloudKit share link via Messages, email, or another method.

Step 2: Open the Link

Open the share link in Safari or directly from Messages. It will prompt you to open TheCompanyApp.

Step 3: Accept the Invitation

  1. The app launches automatically
  2. Choose "Join Existing Company" on the welcome screen
  3. Paste the sharing link when prompted
  4. Wait for access approval from the company owner

Step 4: Log In

Once approved, log in with the credentials provided by your administrator.

Understanding the Interface

iPhone Layout

On iPhone, TheCompanyApp uses a tab-based navigation:

  • Main: Dashboard and quick stats
  • Orders: View and manage sales orders
  • Warehouse: Inventory and stock management
  • Contacts: Customer and supplier records
  • Settings: Company configuration and preferences

iPad Layout

iPad uses an adaptive split-view interface:

  • Left Sidebar: Navigation and list views
  • Right Detail Pane: Selected item details with editing capabilities
  • Floating Action Buttons: Context-specific actions (Add, Scan, Export) appear as floating buttons over the detail pane

This layout lets you browse lists while viewing details simultaneously.

First Steps After Setup

Once your company is created, follow these steps to get started:

1. Add Your First Inventory Item

Navigate to the Warehouse tab and tap the + button to add an inventory item. Include:

  • Item name
  • Item code or SKU
  • Initial stock quantity
  • Unit cost
  • Category

Learn more about inventory management

2. Add Your First Contact

Navigate to Contacts and tap + to create a customer or supplier record. You'll need this when creating orders.

Learn more about contacts

3. Create Your First Order

Navigate to Orders and tap + to create a new order. Link it to a contact, add line items from your inventory, and track it through fulfillment.

Learn more about order processing

4. Invite Team Members (Business/Enterprise Only)

If you're on a Business or Enterprise plan, invite your team:

  1. Go to Settings → Sharing
  2. Tap "Share Company"
  3. Send the CloudKit share link to team members
  4. Approve access requests as they come in

Learn more about team collaboration

Understanding Data Sync

TheCompanyApp uses iCloud CloudKit to sync your data:

  • Automatic Sync: Changes sync automatically when connected to the internet
  • Offline Mode: You can work offline; changes sync when you reconnect
  • Real-Time Updates: Team members see changes immediately (Business/Enterprise plans)
  • Conflict Resolution: The app handles conflicts automatically

System Preferences

Before using certain features, ensure the following iOS permissions are enabled:

Camera Access

Required for barcode scanning and photo capture.

Enable in: Settings → Privacy & Security → Camera → TheCompanyApp

Notifications

Recommended for low stock alerts and task reminders.

Enable in: Settings → Notifications → TheCompanyApp

iCloud Drive

Required for data sync and backup.

Enable in: Settings → [Your Name] → iCloud → iCloud Drive

Make sure TheCompanyApp is enabled in the list of apps using iCloud Drive.

Getting Help

If you run into issues during setup:

Next Steps

Now that you're set up, explore the key features: