workrateSupport Center
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Detailed step-by-step guides for every WorkRate feature. Click any topic to get the full walkthrough.
Getting started
Quickstart Guide
Get your agency set up in under 10 minutes — clients, services, Stripe, and your first invoice.
Account & Sign In
Sign in, reset your password, update your profile, and manage account access.
Client management
Client Workspaces
Create workspaces, configure billing settings, add services, and manage client data.
Client Portal
Give clients a branded login to view tasks, messages, tickets, and invoice status.
CRM & Contacts
Manage contacts, add internal and client-visible notes, and track relationship history.
Messages
Have threaded client conversations that stay on the record with email notifications.
Tickets
Handle structured client requests with status, owner, priority, and reply threads.
Email Notifications
Understand ticket and message notifications, reply-by-email, Email Tickets (turning inbound emails into new tickets automatically), spam folder checks, and white-label inbound domains.
Forms / Lead Intake
Build lead-capture forms for your own agency site or for a specific client's website, with spam protection and repeat-submission stacking.
Time & work
Time Tracking
Live timers, manual hours, session log, billable vs. included, and block tracking.
Task Boards
Kanban boards with board, table, and calendar views. Cards, columns, due dates, and priorities.
Pipeline
Track deals from lead to close with a visual stage board and deal values.
Projects
Manage client deliverables with structured phases, tasks, due dates, and templates.
Billing & payments
Proposals
Send scoped proposals, get formal Accept/Decline responses, and draft invoices from accepted proposals.
Invoicing
Generate invoices from session logs, apply tax, print PDFs, and send payment links.
Recurring Invoices
Automate retainer and monthly billing with scheduled invoice generation.
Autopay
Let clients save a card once so recurring invoices charge automatically.
Stripe Payments
Connect Stripe, generate exact-amount checkout links, and collect online payments.
Reports
Time, revenue, and profitability reports across all clients and date ranges.
Agency settings
Team Members
Invite internal users with roles, module permissions, and workspace assignments.
White Label
Brand the entire platform with your logo, colors, domain, and sign-in screen.
Help & troubleshooting
Troubleshooting
Common issues and exactly how to fix them — proposals, Stripe, portal access, emails, and more.
Contact Support
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