We’re here to help you navigate your Wethos account with confidence. We understand that starting on a new platform can be overwhelming, but fear not! We've broken down each section of your account, providing a summary of what you can expect and accomplish to help you understand where to go within the platform. From setting up your business branding to managing projects, invoices, and more, we've got you covered!

In the top left-hand corner, you’ll find an item called “My Business.”

Here, you have the opportunity to add your Business Name and Logo, giving your business a unique identity. If you're a Wethos Pro⚡user, you'll have the ability to choose a brand color and font for your client documents that aligns with your business. These branding selections will be applied to your invoices and proposals, ensuring a cohesive and professional look representing your brand with every client interaction.

To get a more in-depth look at how to set up your branding, visit our Add Your Branding article

Next, you’ll see your Dashboard - your home for your business. Any time you log back in, you'll land on your Dashboard. Your Dashboard provides a high-level view of your business to help you keep your pipelines organized and get a quick overview of important metrics, updates, and notifications. It’s there to help you manage your workflow and give you a glance at relevant information without you needing to dive into each tab of the platform.

Getting Started Checklist

We’ve made getting started with Wethos easier by adding a "Getting Started" checklist on your Dashboard. This checklist is here to guide you through the initial setup and introduce you to the platform’s key features.

You can complete each task directly from the Dashboard, making the setup process smooth and straightforward. As you tick off each task, your progress bar will automatically update, helping you keep track of what’s done and what’s next.

Need to pause? No problem—the checklist can be minimized and returned to whenever you’re ready.

Wethos Pro ⚡ Checklist

Once you’ve completed the Starter Checklist, after upgrading, you’ll be introduced to the Wethos Pro ⚡ Checklist. This additional checklist is designed to help you explore the advanced features available with your Pro account and guide you through unlocking them.

The checklist will guide you through these advanced Pro features step-by-step. Once you complete a task, it will be checked off, and your progress bar will update. Once all tasks are completed, the checklist will disappear from the dashboard, confirming that your Wethos Pro ⚡ account is fully set up.

Visit our Your Business Dashboard article for a deeper dive into how to get the most out of your Dashboard.

Navigate to the Project tab to locate your home for everything related to your Projects including the proposals, invoices, and full project details. In the Projects section, you can manage and create new projects, with each project allowing you to create a proposal that includes your project goals, your detailed scope of work, and the addition of contract terms, all within one document. The project data tables provide deeper insights into your project timelines and overall business performance.

You can send your proposals to clients for signature directly from the platform, knowing that your proposal will look professional and personalized with your Business’ branding.

On the Invoices page, you can easily create and send unlimited invoices with just a few clicks, ensuring you get paid faster.

From this tab, you can keep track of each invoice's status, due date, client, and the associated project so that you can always have a high-level overview of your invoices at a glance. Track your work, performance, and earnings through your invoice data analysis. When an invoice is paid, simply record the payment and you will see all data instantly updated.

If the invoice you are creating is associated with a project, you can also keep track of your invoice status and payment status by going to the invoice tab within your project.

The Clients page allows you to manage your clients and contractor network. Here, you can keep all client information, like size, contact information, notes, and more, all in one centralized place.

The My Templates tab holds the key to faster proposal building. As a Pro user, you can save and manage scopes of work, services, and contract terms - whether created from scratch, created using Wethos’ AI generator tool, or chosen from Wethos' library. Your newest templates appear at the top, so you can quickly find what you’ve just saved.

To learn more about how to leverage your Library best, check out our Template Library help center.

Can’t find what you’re looking for, or need some inspiration while creating your personal templates? Wethos has you covered!

Create scopes or contract terms in a matter of seconds with Wethos’ AI contract term or proposal generator and add them to your templates library. You will also be able to save the services that this AI proposal generator provides you to your templates library for later use. Learn more about the AI tool in the following article User Guide to Services on Wethos, Create Custom Contract Terms, and Create an AI-Generated Proposal.

Discover Wethos' template library in the Templates section. Whether you’re looking for examples of Scopes of Work, Services, or Contract Terms, this is the go-to place curated by our community of freelancers and studios. Wethos Pro users gain unlimited access to over 400 scopes of work templates with pricing recommendations, 2000+ pre-built and pre-priced services, and 20+ contract terms. Utilize these resources to raise your rates and expand your offerings easily.

At Wethos we know the importance of connecting with like-minded professionals and being able to find potential teammates to collaborate with on your projects to help scale your business. With the Wethos network, you can increase your profile’s visibility which, in turn, enhances your chances of finding collaborators and discovering more project opportunities. Build your network by scrolling through the network page or invite your friends to use Wethos and instantly add them to your network when they join. Check out our detailed Help Center articles to learn more about how to search and discover teammates as well as how you can contact collaborators on the Wethos network.

The Analytics Page will provide you with a full overview of all of the graphs available on other Wethos Pages like your Dashboard, Invoices page, and Projects page making it easy and streamlined to understand important pipeline data for projects, proposals, and invoices - personalized to your individual business.

In the Perks section, you can explore the special discounts and benefits available only to Wethos users. Grow your business with complimentary offerings to support your accounting, legal services, taxes, and more.

Contact us at [email protected].