Getting started

Create your workspace

Sign up

  1. Go to thriveific.com/auth/register.
  2. Enter your Name, Email and a Password, then choose Create account.

Already have an account? Sign in at thriveific.com/auth/login. Forgot your password? Choose Forgot your password? on the sign-in page and we'll email you a reset link.

Create a workspace

After signing in you land on Workspaces. Under Create a workspace, type your business's name and choose Create. You're taken straight to its dashboard.

A workspace is one business. Its name is shown to your clients on estimates and invoices; change it any time in Settings › General.

If someone invited you, open the link in their email to join their workspace instead.

Set it up

Before your first estimate, take five minutes in Settings:

  1. Payments: connect Stripe so clients can pay online. See Get paid with Stripe.
  2. Branding: upload your logo and pick your brand color. See Branding and business details.
  3. Invoices: your business address and invoice numbering.
  4. Estimates: how long estimates stay valid and the payment schedule new ones start with. See Estimates.

Then send your first estimate.