Getting started
Set up your workspace, bring your work over and invite your team.
Start here
A calm tour of setup, from your logo to your first proposal.
Fourteen days of the plan you pick, in full, with no credit card and no password.
Every new workspace starts with one clearly marked sample of everything, so you can look before you build.
Bring your work
Bring your clients, open invoices and active projects with you, in the right order.
Bring in any CSV file, check it first, then import what fits your plan.
Make it yours
Make every proposal, invoice, email and client page look like your studio.
Hide what you do not use, add your own fields, set your phases and choose which notifications reach you.
Pick a real address from suggestions on location, client, calendar and trip fields, or keep what you typed.
Your team
Add teammates by email, give each a role, and decide what they can see.
Add a seat for $10 a month when your team outgrows your plan.
Plans and billing
Seats, projects, contacts, crew, storage, proposals, automations and AI actions, plan by plan.
Upgrade at once, downgrade at the next billing date, and cancel whenever you like.
What happens, day by day, when your card is declined, and how to fix it fast.
Security and your data
No passwords, an optional authenticator app, and a list of every device you are signed in on.
Download everything as one file whenever you like, and close a workspace with a 7-day safety window.
Still stuck
Write to a person.
Tell us what you were trying to do, what you expected and what happened instead. A screenshot saves a round of questions.