Help center
How PaloWorks works
Step-by-step answers for the parts of the product you use after sign-up. Each article says which plan it needs. Can’t find it? Write to support@paloworks.com, or see every way to contact us.
Getting started
- Client import: every plan · Time import: ProImport clients and time from a CSVBring a client list from a spreadsheet in one go, and on Pro, import hours from a time tracker.
- Every plan · set up by an ownerTake new inquiries with Book meA public inquiry page for your workspace. Share the link, and every inquiry arrives as a client and a project.
- Every planCustomise the intake form: question types and optional questionsAsk for a paragraph, a short answer, a single choice, several choices, or a date — and mark any question optional.
Sharing with clients
- Portal: every plan · Status link: ProShare the client portal and a status linkOne link that shows your client everything on the job, and on Pro, a status page that answers “any update?”
- Every planLet clients sign in to see all their projectsYour client enters their email, types a one-time code, and sees every project, open invoice and document you have shared — no password.
- Every plan · the signing step needs a Pro contractSend one booking file: scope, signature, depositA single page that walks a new client through the approved scope, the agreement, and the first payment.
- Every planSend a change orderPut new work, its price, and any extra rounds on a page your client approves before you start.
- Every planStatements of account and client billing detailsOne link that shows a client every invoice and payment with a running balance, for any period, as a page or a PDF.
Projects and plans
- ProPlan a project with phases and a Gantt chartTurn a project into dated phases, drag them on a Gantt chart, and see a forecast finish date from your real pace.
- Every planRestore a deleted projectDeleted projects wait in Recently deleted for 30 days, with their invoices and share links, until you restore or purge them.
Getting paid
- Every plan · issuing on signature needs a Pro contractSplit the fee: payment schedules, deposits, and prepaid balancesBill a job in slices — on signature, on a date, on delivery — take a deposit, or draw invoices down from money paid up front.
- Every planTake card payments with StripeConnect your own Stripe account once and every invoice gets a Pay button — on Free too.
- Every planAutomatic invoice remindersSet follow-ups for unpaid invoices, pause them when needed, and keep payment status current.
- ProSubscribe to your invoice calendarSee every sent, unpaid invoice on its due date in Google Calendar, Apple Calendar, or Outlook.
- Every planRecord a bank transfer or part paymentLog money that arrived outside the Pay button — all of it or part of it — and the invoice asks only for what is left.
- Every planPrices that already include taxQuote tax-inclusive prices, as is usual for GST and VAT: the invoice total is what you typed, and it shows how much of it is tax.
Account and security
- Every plan · set by an ownerChoose your email: alerts, the weekly digest, and read receiptsSix switches decide which optional email you get; invoices, receipts, and sign-in email always send.
- Every planSecure your account: two-step verification and signed-in devicesAdd an authenticator code to sign-in, see every device that is signed in, and sign out the ones you don’t recognise.
- StudioInvite your team, transfer ownership, or leave a workspaceStudio includes three seats beyond the owner. Invite by email or open link, and hand the workspace over when you need to.
- Every plan · Owners apply a codePromo codesApply a promo code such as BETA to put your workspace on a plan at no charge until its date, with no card and nothing to cancel.
- Every plan · Export: owners, admins and bookkeepersExport your data or close your accountDownload everything in your workspace as JSON, or close the account and have its data deleted.
Support mail is read and answered by the people who build the product. There is no chatbot. Billing and refunds are covered in the Refund Policy; what each plan includes is on pricing.