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Getting started
Getting started
22 articles in this collection
Written by
Erica Rosas
and
Cora Walker
Welcome to Indy 🎉
Written by
Erica Rosas
Updated over a week ago
Setting up your account
Adding your business information
Written by
Erica Rosas
Updated over a week ago
Adding your brand & style
Written by
Erica Rosas
Updated over a week ago
Adding your preferred way to get paid
Written by
Erica Rosas
Updated over a week ago
Getting your contacts into Indy
Importing your contacts
Written by
Erica Rosas
Updated over a week ago
Adding a contact
Written by
Erica Rosas
Updated over a week ago
Projects
Project Milestones
Milestones help break long projects down into approachable sub-sections.
Written by
Cora Walker
Updated over a week ago
Using Projects
Written by
Erica Rosas
Updated over a week ago
Contracts
Creating a contract
Written by
Erica Rosas
Updated over a week ago
Invoices
Creating an invoice
Written by
Erica Rosas
Updated over a week ago
Creating a recurring invoice series
Written by
Erica Rosas
Updated over a week ago
Proposals
Creating a proposal or estimate
Written by
Erica Rosas
Updated over a week ago
Calendar
Using Calendar
Written by
Erica Rosas
Updated over a week ago
Files
Using Files
Written by
Erica Rosas
Updated over a week ago
Forms
Using Forms
Written by
Erica Rosas
Updated over a week ago
Embedding your form on Webflow
Written by
Erica Rosas
Updated over a week ago
Embedding your form on WordPress
Written by
Erica Rosas
Updated over a week ago
Embedding your form on Squarespace
Written by
Erica Rosas
Updated over a week ago
Embedding your form on Editor X (formerly Wix)
Written by
Erica Rosas
Updated over a week ago
Tasks
Using Tasks
Written by
Erica Rosas
Updated over a week ago
Time Tracker
Using Time Tracker
Written by
Erica Rosas
Updated over a week ago
Chats
Using chats
All you need to know about Indy's chat tool
Written by
Erica Rosas
Updated over a week ago