Quick Start

This guide walks you through the essential setup steps so you can start using Effici right away.

1. Create your account

Go to app.effici.pro and sign up. No credit card required — the trial gives you full access for 14 days.

2. Add your company information

After signing in, complete your company profile:

  • Company name — appears on all documents sent to clients
  • Address and registration number — required for legally compliant invoices
  • VAT number — if your business is VAT-registered
  • Default currency — used for new quotes and invoices
  • Logo — upload your logo to brand all client documents

You can update these at any time from Settings → Company.

3. Set up your document defaults

Configure the defaults that apply to new quotes and invoices:

  • Payment terms — e.g. "Net 30" or "Due on receipt"
  • Invoice prefix — e.g. INV- to number invoices as INV-0001
  • Quote prefix — e.g. QUO-
  • Default VAT rate — applied automatically to new line items
  • Invoice footer — bank details, thank-you note, or legal text

4. Add your team

Invite colleagues from Settings → Team. Each team member gets their own login and can log time against projects. You manage what they can see and do through their role.

5. Add your first client

Go to Partners and create a new client record with their name, address, and contact details. The partner record is used when creating quotes, orders, and invoices — so their information populates automatically.

6. Create your first quote

Once you have a client, you're ready to send your first quote:

  1. Go to Finance → Quotes and click New quote
  2. Select the client
  3. Add line items (services, products, or time-based items)
  4. Set the validity date and payment terms
  5. Send directly from Effici or download as PDF

See Create a Quote for a full walkthrough.

What's next