Getting started with your workspace

Updated 10/19/2026

Getting started with your workspace

Your workspace is one place for everything: work, money, schedule, and support. Five minutes here saves an email later.

The five areas

AreaWhat it is for
WorkProjects, milestones, deliverables, and daily updates
MoneyInvoices, payments, block-hour balances, tax records
ScheduleAppointments, shifts, and time off
SupportTickets and live chat
RecordsContacts, assets, stock, purchases, documents

First session

  1. Log in and check your profile details are right.
  2. Open Knowledge base (this place) and skim the Getting started section.
  3. Find your active work under Projects — status is always current there.
  4. Bookmark it. Everything you would otherwise email us about starts here.

Where things live

If you cannot find a module, the overview table in How to use this help center maps every section. Still stuck? The chat widget answers instantly.

Related: Your first week with us.

Getting started / Getting started with your workspace

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