Getting started
Prepare your workspace
Use the trial to check a representative piece of your work before moving your daily operations.
Choose the workspace and account owner
Choose Business for a team or Freelance for solo projects and invoices. Use the trial form to identify the owner and business. Personal is a separate app and subscription. Keep recovery access with the person responsible for the business.
Check people, currency and daily work
Count users who need business administration separately from employee records and counter-only POS operators. Confirm the billing currency and interval, then try a customer, a job or project, and an invoice with sample data. Review the workflow limits on your industry page.
Connect only what you need
Review tax settings and document details before sending invoices. Payment collection requires its own connection and verification. Test your existing devices and any payment hardware before relying on them. Import a small sample before transferring the full dataset.
Agree on assistance before it starts
Ordinary self-service setup has no implementation fee. Custom work and assisted migration require a separate agreed scope and price. Delegated agency access is disabled; no partner setup is offered here. Keep a list of unresolved issues and verify your owner access, domain and billing before using the workspace daily.