📄️ Step 1 – Log In
Guides you through logging in and understanding what you’ll see when you first access your workspace.
📄️ Step 2 – Set Up Your Organization
Explains how to configure your organization’s basic information, which controls users, projects, billing, and permissions.
📄️ Step 3 – Create Employees
Shows how to add users and assign roles so work, tasks, and schedules can be properly assigned.
📄️ Step 4 – Define Services and Categories
Covers setting up service categories and billable services used in proposals, projects, and invoicing.
📄️ Step 5 – Connect Billing
Walks through connecting Stripe for payments and QuickBooks Online for accounting to enable billing workflows.
📄️ Step 6 – Create Your First Project
Explains how to create your first project, which becomes the central hub for tasks, schedules, and deliverables.
📄️ Step 7 – Start Adding Work
Shows how to begin adding tasks, schedules, assignments, and deliverables now that your project is set up.