Getting started
Create your account
Sign up with a company name, an email address and a password. The account is created and you are signed in.
A verification email is sent to your address. Verify it before inviting a teammate, which requires a verified sender.
New accounts start on the free plan — 3 people, no card, no deadline. Pro is $99 per month flat for the whole team (see Billing & plan).
Starting from the Start on Pro button on the pricing page creates the account the same way, then takes you straight to Stripe Checkout for the card. Closing that page leaves you on the free plan with everything working; Pro is one button away in Settings → Billing whenever you want it.
Set up your account
Go to Settings → Account. These details appear on documents your clients see.
| Field | Used for |
|---|---|
| Company name | Invoices and emails clients receive |
| Billing address | Invoices |
| Timezone | Displayed dates and times |
| Currency | All amounts in WORK: USD, EUR, GBP, CAD or AUD |
| Tax ID | Invoices. Optional |
Upload your logo on the same screen. It appears at the top of every invoice.
Account settings are admin-only. If the Account tab is not visible, you are a member or contractor on this account.
Set up your profile
Settings → Profile is available to every role.
- Avatar: PNG or JPEG up to 2 MB, cropped to a 256 px square.
- Handle: your name, shown as
@namein the app. - Email address: changing it sends a verification email to the new address.
- Password: requires your current password.
Light and dark mode is the toggle in the header, not a settings field. The choice is stored per browser.
Import existing data
WORK imports contacts, companies, deals and invoices from CSV (see Importing data).
Invite your team
Settings → Members → Invite a teammate. The invitation link is valid for 7 days. Accepting it sets a password and joins the account.
Each person is an admin, a member or a contractor. Admins run the account. Members see and work everything except account settings. Contractors only see the delivery work they are added to (see Team & invitations).
The count of people on the account is at the bottom of the Members screen — 3 people are included on the free plan, and Pro is unlimited.
A first pass through the app
- Add a company: the organization you are selling to. Companies
- Add a contact: the person you deal with. Contacts
- Create a deal: with a value and expected close date, moved across the board as it progresses. Deals
- Win the deal and create a project: one button on a won deal carries the name and client across. Projects
- Add tasks: assign, order and complete them. Tasks
- Import your invoices: bring in what you’ve already billed as CSV. Invoices · Importing data
Next
- Home covers the dashboard.
- Search & shortcuts covers finding records and the keyboard shortcuts.
- CLI and API cover scripted and agent access.