VendScout

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Your plan's <b>customer</b> limit counts <b>accounts</b>, both Active and Inactive. Adding more locations to an existing account doesn't use another customer slot.

An account is the business you have an agreement with. A location is a specific site where your equipment is, or could be. One account can have many locations.

Accounts and locations explained

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

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Update your plan, payment method, and invoices.

Account	Locations
Acme Logistics	Acme — Warehouse A, Acme — Warehouse B, Acme — Head office

Record	Belongs to	Holds
Contact	An account, and optionally a location	People at the business
Asset (machine)	A location, or In storage	Your equipment
Sales	A location	Sales totals for that site
Activity	The prospect, account or location it was logged on	Calls, visits, surveys