Getting started
This guide takes you from zero to a working WorkSquares workspace.
1. Create your workspace
Section titled “1. Create your workspace”Sign up at worksquares.ai and create a workspace for your company. Your workspace is the single tenant that every module shares.
2. Invite your team
Section titled “2. Invite your team”From Settings → Users, invite teammates by email and assign each a role. Roles control what people can see and do — see Roles & permissions.
3. Turn on a module
Section titled “3. Turn on a module”Every workspace starts with CRM. Enable the modules your business needs — CPQ, Accounts, Inventory, Billing, Projects — from Settings → Modules. New modules read the customers, products and contacts you already have.
4. Import your data
Section titled “4. Import your data”Bring existing records in via CSV import (contacts, accounts, products, items). Bank statements can be imported into Accounts via OFX/QIF.
5. Make it yours
Section titled “5. Make it yours”- Add custom fields and layouts to any object.
- Configure validation rules and workflows to automate steps.
- Set your currencies, tax and fiscal periods in Accounts.
Next: the Quickstart walks a lead all the way to a paid invoice.