Start in 5 to 10 minutes

Immediately set up your business in three simple steps

Instant Work Office is a back office for business professionals: clients, properties, proposals, invoices, payments, and daily planning in one workspace. Follow this path to start a no-card 15-day free trial and set up a workspace that is ready for professional grade work.

Setup time: 5 to 10 minutes Legally authorized to work in the U.S. Best for commercial contractors and residential businesses

Step 1

Start your free trial

Your account is the home for your business records, client work, documents, and payment workflows. You only need a few details to begin, and no credit card is required during the 15-day trial.

Legally authorized to work in the U.S.

✓ Instant Work Office is available to people who are legally authorized to work in the United States.

What you will need

  • Be legally authorized to work in the United States.
  • Use a valid email address you check often.

Sign-up checklist

  • Create a secure password.
  • Confirm your email address.
  • Review the terms for independent work.

Step 2

Build your office plan

Instant Work Office supports the needs of private, public, and nonprofit business sectors, used in combinations to enable revenue generation.

Ready to go beyond the wonder? Check out how Instant Work Office can build the whole operation today.

Build your office plan

What can Instant Work Office do for me?

Explore the business tools, customer workflows, and public presence that fit how you want to work.

Build my office plan
Most first-time office operators start as independent contractors then move into an LLC later as the business grows.

Step 3

Complete your business profile

Your profile powers what clients see on proposals, invoices, Business Homepages, and payment workflows. You can update it later as your business changes.

Basic details

Add your name or business name, email, and phone number.

Location and work area

Confirm your city and state for client-facing records.

Services you offer

List your common services so proposal and invoice setup is faster.

Brand basics

Add your logo, business color, and short public description.

Day one

What you can do on day one

After account setup, use the core tools that keep client work organized from first contact through payment.

Appointment Book

Create bookable offerings and organize customer appointments in one schedule.

Business Checks

Configure payable-to details for displaying business check instructions on your Business Homepage.

Business Homepage

Publish a simple public business presence from your profile settings.

Clients

Store contact details, work history, and client context in one place.

Current events

Publish current and recurring events for customers and organize them in your Business Calendar.

Customer support

Use support settings, readiness checks, and account-level policies to guide customer help paths.

Day Plan

Keep daily tasks, follow-ups, and work priorities visible.

Digital signature

Prepare signature and signage workflows that support customer-facing proposal acceptance.

Email integration

Request email workflows from the app while server routes own delivery, links, validation, and audit history.

Invoices

Send invoice records and track paid or unpaid status from the workspace.

Media Platforms

Add validated social media links so customers can find your business across supported platforms.

Onboarding

Start with a workspace account, profile settings, business defaults, and the core workflow cards.

Payments

Use server-owned payment workflows when Stripe payment collection is enabled.

Property management

Manage property records through app workflows with server-backed persistence and record browsing.

Proposals

Create simple proposals that define scope, pricing, and customer acceptance.

Revenue management

Build reusable product and service records that can support proposal line items and business workflows.

Roadmap

Coming soon to your workspace

Accounting Coming soon

Track income and business numbers without leaving Instant Work Office.

Booking Coming soon

Let customers book time and keep scheduling work organized.

Payroll Coming soon

Support future growth when a solo business starts paying others.

SMS messaging Coming soon

Send text-based reminders and updates when the workflow is released.

Next steps

Keep momentum after setup

  1. Add at least one client, even if it is a test record.
  2. Create a proposal or invoice so you can see the full workflow.
  3. Add three to five tasks to Day Plan for the week.
  4. Bookmark your Instant Work Office workspace for daily use.
Start or open your trial