Velosiq Help Center

Guides and answers for running your business on Velosiq.

Browse by category

• Getting Started (6) — Set up your account and learn the basics
• Clients & CRM (4) — Manage your client list, imports, and activity
• Invoicing (5) — Create, send, and track professional invoices
• Getting Paid (5) — Record payments, accept cards, and automate reminders
• Calendar & Scheduling (4) — Appointments, Google Calendar sync, and reminders
• Proposals (5) — Win work with e-signable proposals
• Projects (5) — Track jobs from lead to completion with full financials
• Expenses & Products (4) — Track spending, recurring bills, and your catalog
• Assets & Equipment (4) — Track equipment, maintenance, warranties, and ROI
• Reports & Analytics (4) — Understand revenue, receivables, profit, and clients
• Client Portal (3) — What your clients see and how to share it
• Account & Billing (6) — Plans, team members, and notification settings

Popular articles

• Notifications
• Add and manage clients
• Create your Velosiq account
• Reset or change your password
• Create a proposal
• Import clients from a spreadsheet