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Quick Start

Get your Vantage workspace set up and start tracking time in under 10 minutes. This guide covers the essentials to get you productive immediately.

Step 1: Create Your Workspace

  1. Sign up at govantage.co
  2. Enter your agency name
  3. Set your timezone and currency
  4. Click “Create Workspace”

Your workspace is your agency’s instance of Vantage. Everything—companies, projects, time entries—lives within your workspace.

Step 2: Add Your First Company

  1. Go to Companies → New Company
  2. Enter company name (e.g., “Acme Corp”)
  3. Add a contact email
  4. Click “Create”

You can import companies later via CSV or API. For now, just add one manually to get familiar.

Step 3: Create Your First Project

  1. Go to Projects → New Project
  2. Select the company you just created
  3. Enter project name (e.g., “Website Redesign”)
  4. Set a budget (e.g., 40 hours at $150/hour)
  5. Click “Create”

Projects track work against a budget. Time logged to the project counts against the budget in real-time.

Step 4: Invite Your Team

  1. Go to Settings → Team
  2. Click “Invite Member”
  3. Enter email addresses
  4. Assign roles (Admin, Manager, Member)
  5. Click “Send Invites”

Team members can log time, create tickets, and work on projects based on their role permissions.

Step 5: Start Tracking Time

  1. Go to Time Tracking → Timer
  2. Select your project
  3. Add a description (e.g., “Homepage design”)
  4. Click “Start Timer”
  5. Work, then click “Stop” when done

Time automatically flows to the project. You can invoice it later with one click.

Next Steps

FAQ

Do I need to set up everything before using it?

No. Start tracking time immediately. Add clients, projects, and configure workflows as you go.

Can I change settings later?

Yes. Everything is configurable. Change billing defaults, project templates, ticket workflows anytime.

What if I make a mistake?

Most things are editable. Time entries can be edited, projects can be updated, invoices can be voided before sending.