Setting up your workspace in an afternoon

A workspace is useful from the first day if three things are in place: your customers, your rate card and your document branding. Here is the order that works.

Before you start

Gather:

• A spreadsheet of customers and contacts (company, contact name, email, phone, any notes). A CSV export from your current CRM, email client or accounting tool is enough.
• A list of the services you sell with the price or rate for each. This becomes your rate card.
• Your logo, business address, tax identifiers and payment details for quotations and invoices.

Step 1: create the workspace

Create the workspace with your business name. Invite the people who will use it; you can set roles later.

Step 2: import customers

Import the CSV. Map the columns to AATTRL One fields (company, contact, email, phone, source, owner). Duplicate detection runs on email address and company name, so an imperfect spreadsheet is fine. Review the preview, then confirm.

Step 3: build the rate card

Add each service as a quotation item with a default description, unit and price. Group items (for example Workshops, Design, Retainers) so they are quick to find. Quotations built from these items are consistent and fast.

Step 4: set document branding

Upload your logo and enter the business details and payment instructions that should appear on quotations and invoices. Set the numbering prefixes (for example Q- and INV-) and the starting numbers if you are continuing a sequence from a previous tool.

Step 5: decide your defaults

• Default quotation validity (for example 30 days).
• Default payment terms (for example 14 days from invoice).
• Reminder cadence for overdue invoices.
• Which modules are enabled. You can turn off what you do not need yet.

Step 6: run one real inquiry through

Take a live inquiry and run it through the customer-to-cash workflow. Doing one real example surfaces any setting you missed far faster than reading documentation.