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Quick Start Guide

Welcome to Nymble! This guide will help you get up and running in just a few minutes.

Step 1: Create your account

Section titled “Step 1: Create your account”
  1. Visit app.nymble.io/register and sign up with your email
  2. Verify your email address
  3. You’ll get a 14-day free trial with full access to all features

Step 2: Set up your workspace

Section titled “Step 2: Set up your workspace”

After signing in, you’ll be prompted to configure your workspace:

  1. Company details — Enter your agency name, industry, and size
  2. Branding — Upload your logo (used on agreements and invoices)
  3. Services — Define the services your agency offers
  4. Rates — Set up your default billing rates

Step 3: Invite your team

Section titled “Step 3: Invite your team”

Navigate to System > Users and invite your team members:

  • Employees — Full team members with access based on their role
  • Contractors — External contributors who can log time and submit invoices

Each user can be assigned roles with specific permissions.

Step 4: Add your first client

Section titled “Step 4: Add your first client”

Go to CRM > Clients and create your first client record:

  1. Enter the company details
  2. Add key contacts
  3. Log any existing opportunities in the pipeline

Step 5: Create a contract

Section titled “Step 5: Create a contract”

Navigate to Operations > Contracts and create a new contract:

  1. Select the client and contract type (Fixed, T&M, or Retainer)
  2. Define the terms, budget, and timeline
  3. Create an e-sign agreement if needed

Step 6: Start tracking time

Section titled “Step 6: Start tracking time”

Your team can start logging time immediately:

  1. Go to Talent & Time > Time Entries
  2. Select the project and task
  3. Enter hours or start a timer

What’s next?

Section titled “What’s next?”