How We Set Up FreshBooks for Your Business
From your first conversation to the day your team sends their first proper FreshBooks invoice — here's what the setup process looks like.
1
Business Review & Billing Model Analysis
We understand how you bill clients — fixed-fee, retainers, time-and-material — and design the FreshBooks setup around your specific model.
2
FreshBooks Account & Client Setup
Company branding, invoice templates, payment terms, client import, service items, and billing rates configured to match your offerings.
3
Project & Time Tracking Configuration
Active projects created with correct billing model, time tracking live on desktop and mobile, and expense categories set up.
4
Team Training & Client Portal Launch
Role-specific training for invoicing staff, time trackers, and managers. Client portal launched for professional client experience.
5
Go-Live & First Invoice Review
FreshBooks goes live. We review the first invoices to confirm branding and payment links are working. 30 days of WhatsApp support included.