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