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Set up your workspace, manage clients, send proposals and invoices, track your pipeline, and automate follow-ups. This page is a quick, practical guide—no API required.

Introduction

Worklane is a lightweight client-work OS. You’ll create proposals and invoices, track deals in Kanban/Timeline, see a running Actions Timeline, and keep your brand consistent. Start with setup → invite team → import clients.

Set up workspace

1) Workspace profile
  • Add workspace name, logo, and brand color.
  • Set business hours (used for timing automations).
  • Choose currency and locale.
2) Payment settings
  • Connect Razorpay key (live/sandbox).
  • Set default invoice due days.
  • Enable payment matching alerts.

Invite your team

Go to Settings → Members and invite by email. Roles:

RoleCan doCannot do
OwnerAll admin + billing—
ManagerClients, proposals, invoices, pipelineBilling
StaffAssigned clients & documentsOrg-wide settings

Import clients & data

  1. Download the CSV template from Clients → Import.
  2. Fill in rows (name, email, phone, tags).
  3. Upload and map columns. Review conflicts, then confirm.
You can export data anytime from eligible plans. See “Billing & plans”.

Proposals

  1. Create → Proposal, pick a client, and a template.
  2. Add line items, taxes/discounts, and terms.
  3. Toggle brand theme; preview the client-view.
  4. Send (email) or copy the share link.
  5. Watch Actions Timeline for viewed/accepted.
Tip: Convert an accepted proposal to an invoice in one click.

Invoices & payments

  1. From a proposal, click Create invoice, or start a new invoice.
  2. Set due days and payment notes; send to client.
  3. Client pays via Razorpay checkout; status updates automatically.
Payment statuses: Pending → Paid → Failed/Refunded (when applicable). You’ll see these in the invoice list and in the Actions Timeline.
Reconcile: If an offline transfer arrives, mark as Paid (manual) and attach a note/reference.

Pipeline views

  • Kanban: drag cards across stages (Lead → Discovery → Proposal → Won).
  • Timeline: see stage windows and expected close dates.
  • Filter by owner, tag, and date; quick search on top.

Documents limit

PlanLive documentsNotes
Explorer2Any doc type
Business5Recommended for teams
Studio12For scale and audits

Archive older items to stay within limits; restore anytime.

Brand & email

  • Upload logo and set brand color in Settings → Brand.
  • Optional: configure email domain (DKIM) so messages send from your address.
  • Toggle watermark-free outputs on eligible plans.

Follow-ups & timeline

Automations help nudge deals without manual chasing.

  • Follow-ups: +3d and +5d windows by default; pause when a client replies.
  • Hot lead: mark when a reply is detected or when client views ≥1× or clicks ≥2× in a window.
  • Business hours: defer after-hours to the next morning at your preferred time.
  • See every action in Actions Timeline (sends, views, payments, automation events).

Billing & plans

Free plan includes up to 5 active clients. Compare plan features on the Pricing page.

  • Upgrade/Downgrade anytime; existing data remains.
  • Exports (CSV/Excel) on Business and Studio; bulk import on Studio.
  • Support SLAs: Explorer 120h, Business 72h, Studio 48h + escalation.

Security & privacy

  • Role-based permissions (Owner/Manager/Staff).
  • Data encryption at rest and in transit.
  • Audit coverage increases by plan (latest 10 → 20 → complete history).
  • Contact support for data export/erasure requests.

Troubleshooting

FAQ

Do you have a free plan? Yes—up to 5 active clients, with core automations.

Can I cancel anytime? Yes. No contracts or penalties.

What happens if I exceed limits? You’ll be notified; archive or upgrade.

Contact support

For billing, account, or technical help, use the in-app messenger or email contact.worklane@gmail.com. Include screenshots and the affected client/proposal/invoice link.

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Worklane Use Cases

Practical, role-based playbooks that map features to outcomes. Pick a track and follow the steps.

Tracks
Tip: Save your favorite track and replicate it across workspaces.

Freelancer / Solo Starter

Setup time ~15 min
Best plan: Explorer → Business as you grow
Workflow
  1. Import clients (CSV) and add tags for niches.
  2. Create 2 proposal templates (short, detailed).
  3. Use Kanban: Lead → Discovery → Proposal → Won.
  4. Enable +3d/+5d follow-ups; mark hot leads.
  5. Convert accepted proposals to invoices; set 7-day terms.
Shortcut: g p Proposals, g i Invoices.
Feature mapping
  • Explorer’s 2 live docs → keep “active” offers lean.
  • Brand + DKIM → higher email acceptance.
  • Actions Timeline → follow-up timing cues.
Success checks
  • Offer-to-accept rate ≥ 30%.
  • Invoice paid within ≤ 7 days median.

Agency (5–10 seats) Team

Setup time ~30–45 min
Best plan: Business
Workflow
  1. Create shared templates for proposals & invoices.
  2. Use Kanban + Timeline for pipeline forecast.
  3. Set owners per deal; filter by tag for squads.
  4. Enable exports (CSV/Excel) for weekly reporting.
  5. Seat roles: Owner(1), Managers(2), Staff(2–7).
Feature mapping
  • Business: 5 live docs → parallel campaigns.
  • Theme customizer → match brand across teams.
  • Actions Timeline (20 events) → QA of automations.
Success checks
  • Win rate by owner & stage aging.
  • MoM/YoY dashboard trend aligns with forecast.

Consulting / Coaching Advisory

Setup time ~20–30 min
Best plan: Business
Workflow
  1. Template retainers and milestone invoices.
  2. Use Timeline to visualize program cohorts.
  3. Automate nudges pre-session and post-session.
  4. Brand emails with DKIM for calendar reminders.
Feature mapping
  • Actions Timeline → attendance & follow-ups.
  • Exports → progress summaries to clients.
Success checks
  • Renewal rate ≥ 60%.
  • Invoice collection cycle ≤ 10 days.

Creators & Media Content Ops

Setup time ~20–30 min
Best plan: Explorer → Business
Workflow
  1. Import brands/clients as contacts; tag by niche (tech, beauty, gaming).
  2. Create proposal templates: Sponsorship, UGC package, Retainer.
  3. Kanban: Lead → Brief → Draft → Review → Published → Paid.
  4. Use Timeline view to schedule shoots/posts across weeks.
  5. Automate follow-ups at +3d / +5d for briefs, approvals, and invoices.
  6. Convert approved proposal → invoice; set 7–14 day terms.
Content calendar (lightweight)
  • Create tags for platforms: #YouTube, #Shorts, #IG, #TikTok, #Podcast.
  • Use due dates on proposals/invoices as production markers (shoot, edit, publish).
  • Filter by tag + owner to view a weekly slate.
Tip: Use “Actions Timeline” to confirm when brands opened briefs or clicked review links—time your nudges right.
Feature mapping
  • Templates: sponsorship decks, deliverable menus, usage rights.
  • Branding + DKIM: increases deliverability for campaign comms.
  • Documents limit: keep only active campaigns live (Explorer=2, Business=5).
  • Exports (Business): share campaign summaries with agencies.
Success checks
  • Brief-to-approval ≤ 5 business days median.
  • Approval-to-publish cycle time trending down week over week.
  • Invoice collection ≤ 10 days median.
Mini checklists
Before shoot
  • Brief confirmed (deliverables, usage, cut-downs).
  • Shot list + hook line drafted.
  • Brand assets/links received.
After publish
  • Links delivered; UTMs included.
  • Performance notes logged (CTR, watch %).
  • Invoice sent; follow-ups scheduled.
Pricing guidance
  • Start on Explorer if running up to 2 concurrent campaigns.
  • Move to Business for 3–5 parallel campaigns and CSV/Excel exports.

SMB Services (Field/Local) Ops

Setup time ~25 min
Best plan: Business → Studio
Workflow
  1. Create service SKUs and package templates.
  2. Use tags for area/route or service type.
  3. Automate follow-ups for quotes and renewals.
  4. Export weekly jobs; reconcile payments.
Feature mapping
  • Kanban for job stage; Timeline for routes.
  • MoM/YoY dashboard → seasonal planning.
Success checks
  • Quote-to-job ≥ 40%.
  • Repeat jobs growth MoM ≥ 10%.

B2B Presales / SOW Enterprise

Setup time ~40–60 min
Best plan: Studio
Workflow
  1. Template SOWs with revision history.
  2. Use Timeline for multi-stakeholder cycles.
  3. Track approvals and export for finance.
  4. End-to-end ledger for audits.
Feature mapping
  • Studio: 12 live docs → parallel bids.
  • Full audit trail & exports/imports.
Success checks
  • Cycle time per stage trending down.
  • Variance between forecast vs. actual ≤ 10%.