Agency Guides
Agency Operating System Setup
Complete guide to launching your agency: clients, projects, rates, time, and payments.
For Agencies, Studios, Consultancies, Professional Services
Configure your billing profile
Go to Agency Settings and enter your legal entity name, GSTIN, PAN, and custom invoice sequence prefix (e.g. INV-2026-).
Set up rate cards & workforce
Add your team members and billable-only contractors in the Team workspace, then define role-based billing and cost rates in Rate Cards.
Create clients & projects
Add your client accounts, set their billing model (T&M or Fixed Fee), and define milestones and project members.
Log time & bank-linked expenses
Use the live desktop/mobile timer or manual timesheet drawer to log hours. Log client expenses with markups and link them to your bank account.
Harvest invoices & collect via Razorpay
Use the Invoice Wizard to pull approved time and expenses into a GST-compliant invoice, and generate automated Razorpay payment links.