Get WorkRate running for your agency in 30 minutes

Step 1 — Set up your agency profile

1. 1
   Open Agency Settings from the main navigation.
2. 2
   Enter your agency name. This appears throughout the app until you configure white label branding.
3. 3
   Add your contact email. This is the address we use to send you account notifications.
4. 4
   Save. Your agency profile is done.

Time: ~2 minutes.

Step 2 — Add your first client

1. 1
   Click New Client from the dashboard or client list.
2. 2
   Enter the client's company name and primary contact email.
3. 3
   Save. A workspace is created for this client with all modules ready.

Do this for every active client. You can add as many clients as your plan allows.

Time: 1 minute per client.

Step 3 — Set services and rates

Services are the types of work you do — Design, Development, Strategy, etc. The rates you set here determine invoice totals.

1. 1
   Open the client workspace → Settings → Services.
2. 2
   Click Add Service and add each service type you provide for this client.
3. 3
   Set the hourly rate for each.
4. 4
   Set the tax rate in Settings → Billing if applicable.

Time: ~5 minutes per client.

Step 4 — Log your first hours

1. 1
   Open Time Tracking inside the client workspace.
2. 2
   Start a live timer when you begin work, or use Add Hours to log time manually.
3. 3
   Select a service, billing type (Billable or Included), and add a note describing the work.
4. 4
   Stop the timer and click Log to save it to the session log.

Time: 2 minutes to start tracking.

Step 5 — Generate your first invoice

1. 1
   Open Invoicing inside the client workspace.
2. 2
   Click Generate from Log.
3. 3
   Select the entries to invoice from the session log.
4. 4
   Review the total, tax, and line items.
5. 5
   Save the invoice and click Print PDF to export.
6. 6
   Email the PDF to your client with your payment instructions.

Time: ~5 minutes.

Step 6 — Connect Stripe (optional but recommended)

Stripe Connect lets you generate exact-amount payment links for invoices. Clients pay by card in seconds.

1. 1
   Open Agency Settings → Payments.
2. 2
   Click Connect Stripe and complete Stripe's onboarding. Takes 10–15 minutes.
3. 3
   Once connected, every invoice has a Generate Payment Link button. Include that link in client emails.

See the Stripe Payments guide for the full setup walkthrough.

Step 7 — Invite your team

1. 1
   Open Agency Settings → Team.
2. 2
   Click Invite Team Member for each person on your team.
3. 3
   Set their role and assign them to the relevant client workspaces.
4. 4
   Send them the app URL and their temporary password.

See the Team Members guide for role details.

Step 8 — Set up white label (optional)

Replace WorkRate branding with your own logo, platform name, and colors. Your clients see your brand everywhere.

1. 1
   Open Agency Settings → White Label.
2. 2
   Upload your logo, set your platform name and brand color, and add a custom domain if you have one.
3. 3
   Save. Changes apply immediately.

See the White Label guide for the full setup including custom domain DNS.

What's next

Once you've completed the setup, here's what to explore:

• Send a proposal — build a professional scope-of-work document and send a trackable link. Know when the client views and accepts it.
• Set up the client portal — give clients a branded login to see tasks, send tickets, and message you directly.
• Track deals in Pipeline — manage new business from first contact to closed won.
• Set up recurring invoices — automate retainer billing so you never forget to invoice a retainer client.
• Run a revenue report — see where your agency's time and money actually go.