Workspace & team
Guided setup that starts with your first client, and a theme for each workspace
New workspaces get a step-by-step setup card on Home, and each workspace you belong to can have its own light or dark mode and accent color.
Set up one step at a time, starting with your first client
New workspaces get a setup card on Home that shows one Up next step at a time, with a progress bar and Skip for now. Setup opens on adding your first client, with an option to import the rest later.
It then walks through your business profile, sending a first proposal, getting paid online, what you sell and your business email, with a live invoice preview that fills in from your own details.
- One Up next step at a time with a progress bar
- Skip any step for now
- Live invoice preview that fills in from your details
- Where to find it
- The setup card on Home, or Account setup
- Plans
- Every plan
- Learn more
- Invoices and billingOnline payments
A different theme and accent color for each workspace
If you belong to several workspaces, give each its own light, dark or system mode and accent color, for example pink and light for one and green and dark for another. The look switches as you change workspace.
Text size and language stay the same everywhere. Pick the setting once under Applies to, and change it back to All workspaces at any time.
- Where to find it
- Settings
- Appearance
- Applies to (All workspaces or Only this workspace)
- Plans
- Every plan
- Learn more
- Themes
Ready when you are
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
