Quick Start Guide

Get your first project up and running in 5 minutes with this step-by-step guide.

Step 1: Configure Basic Settings (1 min)

Set up your company information so invoices and emails look professional:

1. Go to Agency OS → Settings → General
2. Fill in:
   • Company Name
   • Address
   • Logo (upload your company logo)
   • Default currency
3. Click Save Changes

Step 2: Add Your First Client (1 min)

Create a client profile to start tracking relationships:

1. Navigate to Agency OS → Clients
2. Click Add New Client
3. Enter client details:
   • Company Name
   • Primary Contact Name
   • Email Address
   • Phone Number
4. Click Save Client

Step 3: Create a Project (1 min)

Set up your first project with workflow stages:

1. Go to Agency OS → Projects
2. Click New Project
3. Configure:
   • Project Name (e.g., "Website Redesign")
   • Select Client
   • Budget Amount
   • Deadline
4. Choose a workflow template or create custom stages
5. Click Create Project

Step 4: Add Tasks (1 min)

Create tasks organized by workflow stages:

1. Open your new project
2. Click Add Task
3. Enter task details:
   • Task Title
   • Assignee (team member)
   • Due Date
   • Priority (Low/Medium/High/Urgent)
   • Estimated Hours
4. Click Add Task

Step 5: Start Tracking Time (1 min)

Begin tracking billable hours:

1. Go to Agency OS → Time Tracking
2. Click Start Timer on a task
3. When done, click Stop Timer
4. The time entry is automatically logged to the task

What's Next?

Now that you have the basics down, explore these advanced features:

Example Workflow

Here's how a typical project flows through Agency OS AI:

1. Lead Created → Client added with deal value
2. Project Started → Lead converted to project
3. Discovery → Initial research and planning tasks
4. Design → Mockups and wireframes
5. Development → Implementation tasks
6. Review → Client feedback and revisions
7. Complete → Project delivered, invoice sent

Need Help?

Questions? Check out these resources:

• Full Client Documentation
• Full Project Documentation
• Time Tracking Guide
• REST API Reference