This quickstart gives a new workspace enough structure to complete a real client workflow. You do not need to configure every advanced module before beginning.

Expected result: one usable client record with connected delivery work and a billing record that your team can find from the same client context.

Before you begin

Have the following ready:

Your business name and contact details.
The teammates who need access.
One representative client or test client.
A service, product, or billing item you regularly sell.
The payment and communication channels your team intends to use.

1. Configure the workspace

Open Settings and review the organization profile, regional defaults, team access, subscription, and the modules your team plans to use first.

Start with the minimum required configuration. Advanced automation, accounting, inventory, and API workflows can be added after the core process is working.

See Workspace setup for a more complete checklist.

2. Add a client

Create a client record with the details your team needs for communication and billing. Add the company, contact methods, address, lead source, notes, and tags when they are relevant.

The client record becomes the shared context for projects, schedules, files, communication, estimates, invoices, payments, and activity history.

3. Create the delivery work

Create a project, task, request, or calendar event based on how the work enters your business. Assign ownership and due dates so the next action is visible.

Do not duplicate the same status in several disconnected places. Keep delivery details attached to the client and use tasks or schedules for actionable commitments.

Create an estimate, proposal, or invoice using the client and the relevant products or services. Review recipient details, line items, totals, payment terms, and the document presentation before sending.

5. Confirm the connected history

Return to the client record and verify the result:

The client identity and contact details are accurate.
The project, task, request, or calendar event is attached to the intended client.
The estimate, proposal, or invoice uses the correct recipient and items.
Ownership and the next action are visible.
The activity history shows enough context for another teammate to continue the work.

If one of these records belongs to the wrong client, correct that relationship before importing more data or enabling automations.

Continue from here

Once the basic flow works, continue with:

Quickstart