Setting Up Your WorkCentral Account
Complete walkthrough of the 5-step onboarding wizard — from registration to your dashboard
What You'll Learn
- Create your account and verify your email
- Set up your organization name and subdomain
- Configure timezone, currency, and date/number formats
- Add your business details (address, tax info)
- Optionally add your first client during setup
Create Your Account
Head to the WorkCentral sign-up page to get started. You'll create your account with just a few fields.
Registration Fields:
- Name: Your full name (required)
- Email: Your email address — must be unique across WorkCentral (required)
- Password: Minimum 8 characters (required)
- Terms & Conditions: Checkbox to accept terms of service (required)
What Happens After You Submit:
- Your account is created on the Free plan
- You're automatically logged in
- A 6-digit verification code is emailed to you
- You're redirected to the email verification screen
Note: Google and Microsoft social sign-up buttons are displayed on the registration page but are not yet functional. Use email registration for now.
Time estimate: 1-2 minutes
Verify Your Email
Check your inbox for a 6-digit verification code from WorkCentral. The verification screen presents six individual input boxes for entering the code.
How It Works:
- 6 individual digit inputs that auto-advance as you type
- Paste support — paste the full 6-digit code and all fields fill automatically
- Auto-submits when all 6 digits are entered
- Code expires after 15 minutes (single-use)
Code expired? Click the "Send a new code" button to receive a fresh verification code. The previous code is automatically invalidated when a new one is sent.
Time estimate: 1 minute
Organization Setup
Set up your organization — the workspace that holds all your clients, projects, quotes, and invoices. This is step 2 of 5 in the onboarding progress bar.
Required Fields:
- Organization Name: Your business or brand name
- Subdomain: Your unique URL shown as
yourname.workcentral.app— auto-suggested from your organization name when the field loses focus (lowercased, spaces to hyphens, special characters removed). Must be unique.
Optional Fields:
- Business Type: Consulting, Design & Creative, Software Development, Marketing & Advertising, Finance & Accounting, Education & Training, Healthcare, Legal Services, Real Estate, Construction, Retail & E-commerce, Manufacturing, or Other
- Company Size: Just me, 2-3 people, Small Team (4-10), or Growing Business (10+)
Coming Soon: Custom subdomains (yourname.workcentral.app) are not yet active. Your subdomain is saved during setup and will be enabled in a future update — no action needed on your end.
Pro Tip: Your subdomain can only contain lowercase letters, numbers, and hyphens. Choose something short and memorable — clients won't see it often, but it's part of your workspace URL.
Time estimate: 1-2 minutes
Personalization
Configure how WorkCentral displays dates, times, numbers, and currency throughout the app. This is step 3 of 5 in the progress bar.
All Fields (required):
- Timezone (auto-detected from your browser):
Eastern, Central, Mountain, Pacific (default), Alaska, Hawaii, London, Paris, Berlin, Tokyo, Sydney, Toronto, Vancouver - Currency (auto-detected from your browser locale):
USD (default), EUR, GBP, CAD, AUD, JPY, CHF, NOK, SEK, DKK - Date Format:
M d, Y (default) • m/d/Y • d/m/Y • Y-m-d • d-M-Y • F j, Y - Time Format:
12-hour (default) • 24-hour • 12-hour lowercase • 24-hour with seconds - Number Format:
1,234.56 (default) • 1.234,56 • 1 234.56 • 1 234,56
Optional:
- Email Notifications: Enabled by default. Controls all email notification categories (invoices, expenses, clients, projects, system alerts).
Pro Tip: Your timezone and currency are auto-detected from your browser. Just verify they're correct. The currency you set here applies to your entire organization — it's used on all quotes, invoices, and reports.
Time estimate: 1 minute
Business Details
Enter your business contact information, address, and tax details. This is step 4 of 5 in the progress bar. Your contact name is pulled from your account and displayed but not editable here.
Contact Information:
- Contact Name: Displayed from your account (not editable on this screen)
- Phone: Your business phone number (optional)
- Position / Title: Your role, e.g. "Owner" or "Lead Developer" (optional)
- Website: Your business website URL (optional)
Business Address (required):
- Country: US (default), CA, GB, AU, NZ, DE, FR, IT, ES, NL — changing the country dynamically updates labels (e.g. "State" becomes "Province" for Canada or "County" for UK)
- Address Line 1 & 2
- City, Region/State/Province, Postal/ZIP Code
Tax Information (optional):
- Tax ID: Your tax identification number
- Tax Type: EIN (US), VAT Number (EU), GST Number (Canada/Australia), or Other
Pro Tip: Your business details appear on every quote and invoice you send so make sure you set this up as you want your clients to see. You can always change this information later in settings.
Time estimate: 2-3 minutes
Add Your First Client (Optional)
The final step (5 of 5 in the progress bar) lets you add your first client. This step is entirely optional and does not affect your onboarding completion status.
Basic Client Information:
- Client Name: Your client's name
- Company: Their company or business name (optional)
- Email: Where quotes and invoices will be sent
- Phone: Contact phone number (optional)
- Website: Client website (optional)
Billing Contact (collapsed by default):
- By default, "Use same as primary contact" is checked. Uncheck to enter a separate billing contact name, email, and phone.
Client Address (collapsed by default):
- Expand to enter: Address Line 1 & 2, City, State, Postal Code, Country
Notes:
- Free-text field for any special requirements, preferences, or reminders about this client.
Pro Tip: If you have a prospect you're about to quote, add them now and you'll be ready to create a quote as soon as you hit the dashboard.
Skip available: Click the "Skip for now" link to go straight to the success screen. You can always add clients later from the dashboard.
Time estimate: 2-3 minutes
You're All Set!
After completing the wizard, you'll see the success screen with suggestions for what to do next:
Explore dashboard
Create first invoice
Add more clients
Track expenses
Free Plan Limits:
5 clients • 5 quotes/month • 10 projects • 3 invoices/month