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Workspace
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STEPS

STEPS

Workspace

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Workspace Companies Tasks My Notes Chat Reports Knowledge Base
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Good morning

Here's your day at a glance

My Tasks

Notepad

Recently Viewed

Tasks

My Notes

Chat

Select a channel

💬

Select a channel to start chatting

Knowledge Base

Reports

External Tools

Customer Dashboard View metrics and reporting per agency
Website Builder Build & manage agency websites
Google Ads Manager Manage ads campaigns and budgets
DNS & Domain Lookup DNS records & registration info
Rich Results Test Validate JSON-LD schema with Google

Report Views

Site BuildsWebsite build pipeline & status
GEO Schema TrackingWix site schema & local page progress
Auto-Owners BillingBilling cycles & renewals
ProgramsProgram enrollment & services
Identity VerificationGoogle Ads IDV status
Weekly Budget ReportGoogle Ads spend vs budget
AdzZoo/LikesLocal MonthlyMonthly ads reports for AdzZoo & LikesLocal
STEPS Enhanced MonthlyMonthly reports for enhanced Google Ads
Program & Services LookupFilter companies by services & fields

Task Details

Add Contact

New Note

Feedback

Companies
Select a company to view details

Send Email

New Task

New Company

👋 Welcome to STEPS Workspace

Your new home base

STEPS Workspace brings everything together — customers, tasks, notes, emails, and workflows — in one place. No more switching between spreadsheets and email.

🏠
Workspace
Your personal dashboard with today's tasks and a quick notepad
🏢
Companies
All 1,800+ customers searchable by name, code, URL, or contact
📋
Tasks
Create, assign, and track tasks. Click + for more options.
⚡
Workflows
Structured processes for site builds, ads, and more

Quick tips

🔍
Ctrl+K
Jump to search from anywhere
➕
The + button
Create tasks, notes, emails, and start workflows
🌙
Dark Mode
Toggle in the sidebar under Settings
🐛
Found a bug?
Use Feedback in the sidebar to report issues or suggest features

Working with customers

Click any company to see their full profile. From there you can:

✏️
Edit inline
Click any field with ✎ to edit it directly
📧
Send emails
Use templates with auto-filled company info
📝
Add notes
Tagged by category and team member
📋
Copy info
Click agency codes, emails, and phones to copy

📱 Add to your phone

STEPS Workspace works as an app on your phone — no app store needed!

🍎 iPhone (Safari)
  1. Open workspace.successwithsteps.com in Safari
  2. Tap the Share button (square with arrow) at the bottom
  3. Scroll down and tap "Add to Home Screen"
  4. Tap "Add" — the app icon appears on your home screen
🤖 Android (Chrome)
  1. Open workspace.successwithsteps.com in Chrome
  2. Tap the three-dot menu (⋮) in the top right
  3. Tap "Add to Home screen" or "Install app"
  4. Tap "Install" — the app icon appears on your home screen
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