Getting Started with Armada

Welcome! Before you can start scheduling shifts or filling jobs, you’ll need to complete a few quick setup steps.

✅ Step 1: Create a Company

Companies are organizations that request staffing from you.

1. Go to the Companies tab
2. Click Add Company
3. Enter the Company Name and assign an Account Team
4. Click Save & Exit

✅ Step 2: Create a Customer

Customers are the contacts within a company who place orders.

1. Go to the Customers tab
2. Click Add Customer
3. Link them to the company you just created
4. Fill out their contact info and click Save

✅ Step 3: Create a Project

Projects help group orders together for billing and reporting.

1. Go to the Projects tab
2. Click Add Project
3. Name the project and assign it to a company
4. Click Save

✅ Step 4: Post a Job

Now you’re ready to schedule your first shift!

1. Go to Post a Job
2. Start from scratch or use a template
3. Add job details, location, staff types, and any training or recaps
4. Click Save & Publish

Once you’ve completed these steps, you’re ready to start filling shifts and managing your workforce in Armada.

To create a customer, got to people > add user > select customer > save and exit.

• First name
• Last name
• Email
• Coordinator
• Company

To create a project, go to projects > create project > save and exit.

• Project name 
• Billing contacts
• Customer

To post a job, start from scratch > project information > location > schedule builder > summary > save.