Indy Help Center
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Getting started
Getting started
Erica Rosas avatar
By Erica1 author24 articles
Welcome to Indy 🎉

Setting up your account


Adding your business information
Adding your brand & style
Adding your preferred way to get paid

Getting your contacts into Indy


Importing your contacts
Adding a contact

Projects


Project Milestones
Using Projects

Contracts


Creating a contract

Invoices


Creating an invoice
Creating a recurring invoice series

Proposals


Creating a proposal or estimate

Calendar


Using Calendar

Files


Using Files

Forms


Using Forms
Embedding your form on Webflow
Embedding your form on WordPress
Embedding your form on Squarespace
Embedding your form on Editor X (formerly Wix)

Tasks


Using Tasks

Time Tracker


Using Time Tracker

Chats


Using chats

Indy Extras


Cross-tool automations
Your Digital Assistant
Indy Help Center
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