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This guide walks you through configuring your Heffl workspace after signing up for the first time. Complete these steps before inviting your team.

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1. Company details

Go to Settings > Company and fill in the following:
  • Company name
  • Logo (used on quotes, invoices, and the client portal)
  • Address
  • Phone number
  • Website
  • Default currency
  • Timezone
Setting Up Workspace 1
These details appear automatically on all documents you send to clients, so make sure they are accurate before creating any quotes or invoices.

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2. Set up your document templates

Go to Settings > Templates to configure the documents you send to clients.
  • Select a quote template and set a default validity period
  • Select an invoice template and configure payment terms
  • Add your bank details or connect Stripe for online payments
  • Set a default footer message or terms and conditions
Setting Up Workspace 2
These defaults apply to every new document you create, saving you time on repeat work.

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3. Configure your integrations

Go to Settings > Integrations to connect Heffl with the tools you already use.
  • Email — connect Gmail, Outlook, or Zoho Mail to send documents directly from Heffl
  • Accounting — sync invoices with QuickBooks or Zoho Books to avoid double entry
  • Leads — connect Facebook Leads to capture inquiries automatically into CRM
  • Calendar — connect Calendly to sync meetings and follow-ups
  • Payments — connect Stripe or Telr to accept online payments from clients
Setting Up Workspace 3

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4. Invite your team

Go to Settings > Members and invite your team members.
  1. Click “Invite member”
  2. Enter their email address
  3. Assign a role (Admin, Member, or custom)
  4. Click “Send invite”
They will receive an email with a link to join your workspace. See How to sign up and log in for what they will see on their end.
Setting Up Workspace 4

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What to do next

Once your workspace is set up, here is a suggested order to get started:
  1. Add your first client in CRM
  2. Create and send a quote from Sales
  3. Convert the quote to an invoice once accepted
  4. Schedule a job in Field Service or create a project in Projects
  5. Invite your team and assign roles
See the Modules overview for a detailed guide on each module.