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Frequently Asked Questions

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How do I create my first workspace?
Go to Settings → Workspace and enter a workspace name. Use the demo mode if you are not signed in.
How do I sign up and confirm my account?
Use the signup page. If the confirmation email isn't received check your spam folder or try re-sending from the signup form.
Where are invoices stored?
Invoices are stored locally by default in demo mode. When connected to Supabase they will be stored in the `invoices` table.
How do I move a project between pipeline stages?
Open Projects view and use the move buttons on each card to advance or move back stages. In Supabase-backed mode projects come from the `projects` table.
How do I connect Supabase?
Replace `SUPABASE_URL` and `SUPABASE_ANON_KEY` in `assets/js/app.js`, then reload the app. See file comments in `app.js` for context.
Is my demo data stored on your servers?
No — demo and seeds are stored in your browser's `localStorage` unless you connect a Supabase account.
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