Client import produced duplicates
Use one source-of-truth import first, then merge duplicates before inviting your full team.
Frequently Asked Questions
Clear answers for agency teams evaluating setup, pricing, billing, and day-to-day workflow questions.
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FAQs
Top Questions
Start here for the questions we hear most from agency founders and operators.
Quick Start in 4 Steps
1. Set up workspace basics
Add your agency details, invoice defaults, and team roles so quoting and billing behavior is consistent.
2. Import clients and active work
Start with core accounts and current projects first, then backfill older data only if needed.
3. Connect Stripe and test payments
Run a small internal invoice to verify checkout flow and payout reporting before client rollout.
4. Send first quote-to-contract cycle
Create a quote, generate a contract, collect approval, and confirm the handoff into invoicing.
Troubleshooting Common Issues
Quote totals feel lower than expected
Review margin targets and variance settings on service line items before sending quotes.
Payments are not showing as available
Reconnect Stripe, verify account status, then run a small test invoice to confirm end-to-end flow.
Team members cannot access billing actions
Check role permissions for quote approval, contract actions, and invoice sending in team settings.
Related Resources
Compare pricing, review documentation, or talk to us via contact.
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