Your first 10 minutes on TCB
If you've just signed up, here's the fastest way to get TCB working for your real business — not just set up.
1. Customize your Service Types (5 minutes)
This is the most important thing you can do first. Go to Settings → Service Types and update at least one Service Type with your real pricing, scope, and tasks.
Why first? Because everything TCB generates — documents, projects, task lists — pulls from your Service Types. The more accurate they are, the less editing you'll do later. The default benchmarking data is a starting point, not your final answer.
At minimum, update:
Pricing — set your actual rate
Scope — describe what's included in your service
Tasks — the steps you follow for a project of this type
2. Set up your profile (1 minute)
Go to My Account and add your photo and name. If you work under a studio or brand name, fill in the Organization field — this is what will appear on your documents instead of your personal name.
3. Add your first client (1 minute)
Go to Clients → New Client and add a real client you're working with. You don't need all their details — a name is enough to get started.
4. Create your first document (3 minutes)
Click New Document, select or create a project, link your client, pick a document type, and let TCB build the draft. Review it in the live preview, personalize any details, and export as a PDF.
That's it. You've just created a client-ready document in under 10 minutes — using your own data.
Where to go from here
Read What are Service Types and why do they matter? to go deeper on customization.
Read What is The Base? to understand how TCB gets smarter as you use it.
Read How do electronic signatures work in TCB? to start sending documents for signature.