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Getting started

Start by adding the basics.

Plero works best after you add the studio details, clients, active projects, invoices, and estimates you want to keep current.

Add the information you use every day.

Before going deep, add the basics you already reach for: who you work with, what projects are active, and what needs attention.

  • Add your studio details.
  • Add active clients and projects.
  • Use the web app for setup work that needs more room.

Add money details early.

Invoices, estimates, payment status, and project details make Plero useful quickly because Chloe can answer from the work already in the system.

  • Create one active project you can use as a real example.
  • Add current invoices or estimates for that project.
  • Ask Chloe about the project once those details are in place.
Next step

Sign in to Plero

Once your account is ready, sign in from the web app and add the first clients, projects, and money details you want Plero to know about.