Getting started with Techstyles

Techstyles is where your studio runs its projects, procurement, clients and finances. This section takes you from your first sign-in to your first client approval and your first invoice.

If you are setting up a new studio

1. Create your account and confirm your email with the 6-digit code.
2. Choose a plan.
3. Set up your studio: your role, logo and the first invitations.
4. Work through the Get set up checklist at the bottom of Home. See Use the Get set up checklist.

Invited by Techstyles to set up a new studio? See Accept an invitation to set up a new studio.

If you were invited to a studio

1. Open the invitation email and accept the invitation. New to Techstyles? You set your name and password there.
2. If your account uses two-factor authentication, see Sign in with two-factor, or if you've lost your phone.
3. Read Find your way around, then open Home to see what needs you today.

From first project to first invoice

Once your studio is set up, this is the usual route through a job.

1. Create your first project.
2. Add products to its schedule.
3. Invite your client to their portal.
4. Share the schedule with your client. Your client sees each item's price and supplier, so check them first. They approve items in the portal, and you see their decisions on the schedule.
5. Raise a purchase order from the approved items.
6. Bill your client. For items already ordered, create an invoice from purchase orders. For a fee or deposit, bill a deposit or fee stage.
7. Email the invoice to your client and record the payment when it arrives.

Coming from spreadsheets or another tool? See Moving to Techstyles.

Everyday basics

• Sign in and sign out
• Reset a forgotten password
• Switch between studios
• Jump to any page with Go to page
• Read your Home dashboard
• Open and clear notifications

Something not working? Start with Fix a problem.

Good to know

• There are three roles: Admin, Manager and Member. What you see in the sidebar depends on your role. If a page you expect is missing, ask a studio admin.
• When Techstyles releases an update, a notice says A new version is available. Save what you are working on before you click Refresh: anything you have typed but not saved on that page is lost.