Getting Started
Using TBA on Your Phone
Last Updated: October 13, 2026How TBA looks and works in your phone's browser: the menu and sidebar buttons, pick lists, cards, the desktop-layout switch, and which pages stay desktop-only.
Quick Start Setup Wizard
Last Updated: October 6, 2026Get a new company running: choose how to start, answer a few setup questions, and add your team and first client.
Logging In and Two-Factor Authentication
Last Updated: October 8, 2026Log in with your company code, user name, and password; create your first user; and set up or use two-factor verification codes.
Home Page and Menu Pages
Last Updated: October 8, 2026Your home page and each section's menu page are made of tiles you can rearrange, hide, and resize with Configure This Page.
My Color Theme and Preferences
Last Updated: October 6, 2026Choose your own color theme, design your own, and set personal preferences like whether to show G/L account numbers.
In/Out Board
Last Updated: October 6, 2026Build your own board of who is in, out, or in a meeting, from the groups and people an administrator has allowed you to follow.
My Tasks
Last Updated: October 8, 2026Keep a personal to-do list tied to clients, quotes, orders, and more, with list, month, week, and day views.
Utility Menu
Last Updated: October 12, 2026The Utility Menu on every page: change your site, reload permissions, clock in or out, see your In/Out board and tasks, and start a support session.
Global Find
Last Updated: October 4, 2026Search clients, vendors, items, inventory, quotes, orders, invoices, bills, payments, and communication logs from one page.
Signing Up
Last Updated: September 28, 2026Thank you for choosing to partner with us to help streamline all of your business processes. We have spent years creating what we believe to be the best business software for companies of all sizes.To start the sign-up process, please go to https://tba.theasst.com/Signup.html. Creating Your Company Your company name Enter your full, legal, company name….