Start in 5 to 10 minutes

Set up your solo business in three simple steps

Instant Work Office is a back office for independent work: clients, proposals, invoices, payments, and daily planning in one workspace. Follow this path to go from a new account to a workspace that is ready for client work.

Setup time: 5 to 10 minutes For U.S. independent workers Best for contractors and solo businesses

Step 1

Create your account

Your account is the home for your business records, client work, documents, and payment workflows. You only need a few details to begin.

What you will need

  • Be at least 18 years old.
  • Live and work in the United States.
  • Use a valid email address you check often.

Sign-up checklist

  • Create a secure password.
  • Confirm your email address.
  • Review the terms for independent work.

Step 2

Choose your business type

Instant Work Office supports independent contractor workflows now. Single-member LLC support is planned for a later release.

Business type Best for How you get paid Typical profile details
Independent Contractor Freelancers, gig workers, and solo professionals starting out. Paid personally as an individual, often through 1099 work. Legal name, mailing address, and individual tax details.
Single-member LLC Coming soon Solo owners who formed an LLC with their state. Paid to the LLC, usually with a business bank account. LLC legal name, EIN when available, and business address.
Most first-time solo workers start as independent contractors and move into an LLC later as the business grows.

Step 3

Complete your business profile

Your profile powers what clients see on proposals, invoices, partner pages, and payment workflows. You can update it later as your business changes.

Basic details

Add your name or business name, email, and phone number.

Location and work area

Confirm your city and state for client-facing records.

Services you offer

List your common services so proposal and invoice setup is faster.

Brand basics

Add your logo, business color, and short public description.

Day one

What you can do on day one

After account setup, use the core tools that keep client work organized from first contact through payment.

Clients

Store contact details, work history, and client context in one place.

Proposals

Create simple proposals that define scope, pricing, and customer acceptance.

Invoices

Send invoice records and track paid or unpaid status from the workspace.

Payments

Use server-owned payment workflows when Stripe payment collection is enabled.

Day Plan

Keep daily tasks, follow-ups, and work priorities visible.

Partner Page

Publish a simple public business presence from your profile settings.

Roadmap

Coming soon to your workspace

Accounting Coming soon

Track income and business numbers without leaving Instant Work Office.

Booking Coming soon

Let customers book time and keep scheduling work organized.

Payroll Coming soon

Support future growth when a solo business starts paying others.

SMS messaging Coming soon

Send text-based reminders and updates when the workflow is released.

Next steps

Keep momentum after setup

  1. Add at least one client, even if it is a test record.
  2. Create a proposal or invoice so you can see the full workflow.
  3. Add three to five tasks to Day Plan for the week.
  4. Bookmark your Instant Work Office workspace for daily use.
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