Getting started

Create your account at /sign-up with a name, email, and password. The password field shows live strength feedback against an 8-character minimum and a small common-password blocklist — pick something you don’t reuse anywhere else.

After submit you land on /verify-email with provider-aware quick-action buttons (Open Gmail / Outlook / Yahoo when we recognize the domain). Click the link in the email we just sent to finish creating your session.

If the link expired, hit "Resend link" on the same /verify-email page — same destination, fresh expiry. The email always points at the same URL whether it’s the first send or the third.

After verification, /onboarding gives you one screen, not five. Only the workspace name is required. Industry is optional (we use it to seed defaults later) and tax ID is optional too — you can fill it in from Settings → Workspace whenever you’re ready to issue invoices.

On submit, your workspace is created with a Welcome board (To do / Doing / Done), a #general chat channel, and a starter Welcome note pinned to the top of /app/notes. You land on /app and the dashboard is already populated.

Every new workspace starts on a 14-day Pro trial: all six modules unlocked (Documents & Tax, HR, Projects, Chat, Notes, Boards), 5 seats, no credit card required.

You’ll see the trial countdown in the top-right of /app. When the trial ends without a paid plan, your data stays put — modules just collapse to the Starter set (Documents, Projects, Notes, Boards). HR and Chat re-light when you upgrade.

Open /app/settings/members and enter an email. The invitee gets a single-use link; once they accept, they’re a member with the role you picked (default: Member). Owners and Admins can invite, change roles, and revoke seats.

If your workspace has an "allowed email domains" list (Settings → Workspace), invites outside those domains are rejected before the email even sends. Empty list means any domain is allowed.

Issue your first invoice at /app/docs (see the Documents & Tax help page for the full walkthrough), or jump into /app/projects and create a starter project. Every module is in the left sidebar.

If anything’s unclear, reply to any FirmWorks email — sign-up, verify, invite, password reset. A real person answers within one business day, Bangkok hours.