The idea behind the name
The Creators Base is not just a product name. The Base is something real inside the platform: your services, priced and scoped, with their deliverables, delivery milestones, tasks and document structure. Everything the product produces comes out of it.
Most tools open on an empty screen and hand the setup back to you: pricing, scope, deadlines, all from zero. That is where most people give up, not for lack of ability, but because configuring a business is a different job from doing the work. The Base flips that. You pick your craft and the foundation is already there, anchored in real market data for that kind of creative work.
How it works
From the moment you choose your craft during onboarding, TCB builds your Base. It loads a set of services for your profession, each already structured with realistic pricing, scope, deliverables and tasks, so your first document starts from a foundation instead of a blank page.
Every time you create a project or a document, TCB reaches into your Base and pulls what it needs.
The Base, and then your Base
On day one, your Base is our Base: benchmark data that works but does not know you yet. Two things turn it into yours.
Refine, a guided session of about two minutes that reprices and reorders your services around your profession, your experience and the service you sell most. Read Refine: make your Base truly yours.
Editing a service by hand in Base Setup, whenever you want to change one specific thing.
The two never fight each other. Anything you edited by hand survives every later Refine session untouched.
Where to find it
Your Base has a home: Base Setup, in the sidebar under Foundation. It has three tabs.
Base General, your general setup, including craft, currency and language
Base Services, your services, where you customize each one and start a Refine session
Base Intelligence, your preferences for the AI layer
The three layers
The Base is the first of three layers, and the order is not decorative.
The Base defines what you sell.
The Creators Engine moves it: projects, documents, signatures, invoices, payments, the client portal.
Base Intelligence reads what the first two produced and names the next move that actually gets you paid. It is the only place where AI lives.
Documents are never written by AI. They are assembled by a deterministic engine from your own structured data, which is why you control every word.
Your Base is the starting point, not the final word
When you create a document, TCB loads your Base data into it. You can override any detail inside that document, adjust a price, rewrite a scope line, add a deliverable, without changing your Base. The Base stays intact and the document becomes its own thing.
Once a document is sent or signed, it freezes. Editing the project later never rewrites a contract your client already signed.
The first thing worth doing
Run Refine. Two minutes, and every quote you send after it comes out sharper. If you would rather go one service at a time, open Base Setup and read What are Base Services and why do they matter?