Welcome! This guide walks you through setting up your workspace. You don't need to do it all at once. Your Home page keeps a checklist and remembers where you are.
1. Add your company details (3 minutes)
Your registered name, address and tax numbers are printed on every invoice, so it's worth getting them right first. Go to Home → Add your company details.
Have your PAN or UEN and your GST registration certificate nearby. Every field has a ? that tells you what it is and where to find it.
2. Add your logo (1 minute)
Your logo appears in your workspace, on your client portal and on your invoices. A wide logo on a transparent background looks best.
3. Invite your team (2 minutes)
Add the people you work with. For each person you choose a role, which decides what they can see. If you're not sure, start everyone as Employee: they'll only see their own work. You can change roles any time.
4. Add your first client (2 minutes)
Go to Clients → Add client. Add their GSTIN (India) or UEN (Singapore) if they have one; it decides the tax on your invoices.
5. Start your first project (2 minutes)
Go to Projects → New project, choose the client and how you'll bill, then add the first tasks to its board.
6. Issue your first invoice (3 minutes)
Add your payment details in Settings → Invoices and time, then go to Invoices → New invoice. Pick the client, add approved time, milestones or a product, check the tax and issue it.
7. Turn on two-step sign-in (2 minutes)
This protects your account with a code from your phone, so a stolen password isn't enough to get in.
Where to get help
- Click ? next to any field for a short explanation.
- Click Help at the top of any page for guides about that page.
- Press Ctrl + K (or ⌘ + K on a Mac) to search for anything.
- Email support@msmepulse.com. We reply within one working day.