Workspace369Docs
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Workspace369 Documentation

Find the next step in your client-work workflow.

Current guidance for setup, CRM, delivery, communication, billing, automation, and administration in Workspace369.

Popular:QuickstartWorkspace VoiceInvoices

Current documentation

Workspace369 2026.3

Reviewed for the current client-work suite on July 11, 2026.

Version history

Common starting points

Move from question to completed work.

Set up a workspaceCompany details, defaults, services, and team access.Add a client workflowConnect the client record to delivery and billing.Configure communicationInbox channels, calling, routing, voicemail, and follow-up.Send and collect an invoiceCreate the billing record and follow payment status.

Documentation library

Browse by operating area.

Every article is attached to the version of Workspace369 it describes.

Start here

Documentation overviewUnderstand how the Workspace369 documentation is organized.QuickstartSet up the workspace foundation and complete a first client workflow.Workspace setupConfigure company details, team access, defaults, and services.

Client work

Clients and CRMKeep contact, company, communication, billing, and work history together.Projects, tasks, and schedulingPlan delivery work without separating it from the client record.

Communication

Inbox overviewHandle conversations, channels, notes, files, and follow-up together.Workspace VoiceConfigure calling, routing, voicemail, recording, AI summaries, and analytics.Phone number and call routingProvision a business number and configure hours, ring groups, queues, forwarding, and IVR.Voicemail, recordings, and AIConfigure greetings and review voicemail, recordings, transcripts, summaries, and follow-up.

Revenue

Invoices and paymentsCreate billing records, collect payment, and keep status visible.Create, send, and track an invoicePrepare an accurate invoice, share it securely, and follow its status through payment.Payment plans, credits, and retainersUse installments, split payments, credit notes, and retainers without losing billing history.

Automation and AI

AutomationsBuild repeatable triggers and actions around client-work events.Build, test, and activate a workflowConfigure enrollment, filters, sequence actions, simulated tests, and live run review.

Administration

Team access and permissionsGive each person the access required for their responsibilities.Invite a member and configure accessChoose a role preset, customize module permissions, and limit access to assigned clients.Integrations and APIConnect external systems without losing client-work context.TroubleshootingResolve common access, synchronization, and browser issues.

Need a person?

Send the workflow, not only the error message.

Include the page, client or billing context, expected result, and the step where progress stopped.

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