DrivenSuite: Quick Start — Your First 30 Minutes

Brand new to DrivenSuite? Do these eight steps and you'll have a functional, billing, money-collecting setup before lunch.

1. Log in and set your password

You'll have received a welcome email with a temporary password. Sign in at your DrivenSuite URL, then top right → My Profile to set a real password and turn on two-factor authentication. Takes 60 seconds.

2. Add your business basics

Setup → Company Info — fill in your business name, address, phone, logo, and tax ID. Everything that prints (invoices, emails, statements) pulls from here.

3. Set up your tax rate

Setup → Taxes — add the sales tax rate(s) you charge. If you only sell in one city, this is one entry. If you sell across states or countries, add each.

4. Connect a payment method

Setup → Payment Methods → Connect Processor — link your card processor (Stripe, Clover, Square, etc.) so customers can pay invoices online. This unlocks the Pay Now button on every invoice.

5. Add your first customer

Customers → New Customer — name, email, phone, address. Two minutes.

6. Send your first invoice

Sales → Invoices → New Invoice — pick the customer, add a line item, click Save & Send. The customer gets a clean, branded email with a Pay Now button. (You can also click Send Test to send it to yourself first.)

7. Add your team

HR → Staff → New Staff — add anyone who'll use DrivenSuite, set their role (Owner, Manager, Sales, Support, etc.), and they'll get an invite email to set their own password.

8. Turn on reminders

Setup → Invoice Reminders — toggle on automatic email reminders before, on, and after due dates. This single setting is responsible for half the overdue-invoice improvement most new accounts see in the first month.

What to do next

You're up and running. Pick whichever of these matches your next priority:

• Capturing leads from your website → see Capturing & Managing Leads
• Tracking projects or jobs → see Projects & Tasks
• Running payroll → see HR & Payroll
• Running ads to bring in new customers → see AI Growth Engine
• Sending email campaigns → see Email Marketing
• Stop overpaying on card fees → see FeeQuery

Help, anytime

Click the ? icon in the top bar from any page for in-context help. Or email support from the Help menu — your message goes to your account team with the page you were on attached.