How can we help?

Create your workspace, invite your team and find your way around.

• Create your workspace
• Find your way around
• Invite your team
• Roles and permissions
• Your account
• Notifications

Your day at a glance, every date in one calendar, and Google or Outlook sync.

• Your dashboard
• Customize your dashboard
• The calendar
• Create an event
• Meeting requests from clients
• Subscribe to your calendar

Everyone you work with, and everything about them.

• Add a client
• The client page
• Contacts
• Import clients and contacts

From the first enquiry to a signed agreement.

• Leads and the pipeline
• Capture leads from your website
• Create a proposal
• Estimate cost and margin
• Send and track a proposal
• The proposal and contract library

Plan the work, do it, and track every hour.

• Create a project
• The project page
• Milestones
• Tasks: board and list
• A task in detail
• Templates and recurring tasks

Client requests, response targets and retainers.

• Work with tickets
• Response targets (SLAs)
• Set up support hours plans
• Review hours and send reports

Get paid on schedule and see how the business is doing.

• Invoices at a glance
• Create an invoice
• Send an invoice and get paid
• Reminders and recurring invoices
• Invoice settings
• Use reports

What your clients see, and how they approve, sign, pay and meet.

• What is the client portal
• Invite client people
• Share work for approval
• Agreements, invoices and tickets in the portal
• Meetings and calendar in the portal

Store, share and protect the passwords you’re trusted with.

• The credentials vault
• Add a credential
• Share and temporary access
• Reveal, copy and 2FA codes
• Access history

Channels, direct messages and turning talk into tasks.

• Messages basics
• Messages tips

Your company, your team’s access, your own preferences and your data.

• Company and brand
• Region and currency
• Security settings
• Services, tags and custom fields
• Automations
• Files and storage