Watch it once, then do it. Short walk-throughs that show you exactly where to click. Start at the top and work down, or open the section you need and skip the rest.
78 videos in 12 sections
Stop typing. Talk to it. What AI Assist is, what people use it for, and why it is faster.
7 videosAI Assist prepares work and hands it to you - it never acts on your behalf. What it drafts, where it already lives, and how your data is handled.
1:17 2You talk four times faster than you type. Your tone and sign-off are a setting, so what comes back still reads like you wrote it.
0:51 3Photograph a business card or a receipt instead of typing it in. The card becomes a Lead, Prospect, Client or Contact, and the receipt becomes an expense.
1:07 4Say what happened in plain English and watch the accounts, the sides and the amounts fill in - balanced, and unposted until you save.
1:09 5A written reference for adding a Client by talking. The video is in Open It and Try Your First Command, which shows the same thing.
1:00 6Admin is the only part of your day that pays nobody. Where the recovered hour actually goes - quotes and follow-ups, or dinner and a Saturday.
0:55 7There is nothing to adopt. Pick one job you have been avoiding, talk it out, and see whether it saved you ten minutes.
0:38Set up your account, add your first Client and send your first Invoice.
9 videosSign up in about two minutes. No credit card, no demo call, nothing to install.
0:31 2Your Brands, your contact details and your Default Footers - the name behind everything you send.
0:40 3The business itself - its name, address and contact details, and its own set of books.
0:45 4Charge Types are the things you bill for. Name each one once with a default amount and it stops being something you retype on every Invoice.
1:08 5Add a Client in about twenty seconds, and set the one field most people skip.
0:39 6Send an Invoice and watch it land in your books, with nothing to export.
0:57 7A tour of the Dashboard and the main menu, and where the things you use daily actually live.
0:36 8Hide what you do not use, rename things to suit your business, and set what your team can see.
0:29 9A small, ordered plan that gets you to real Clients, real Invoices and real books in a week.
0:36Clients, Prospects, Web Leads and Contacts — one database, one history per person.
5 videosClients, Prospects, Web Leads and Contacts - four lists, and the three filters that make them searchable.
0:47 2Your four Database Types, and the Client, Rating and Lead Type codes you assign across them.
1:00 3Photograph a card and it fills in the name, company, title, email and phone for you.
0:58 4Filter by your own codes and turn any list into a document you can print or send.
0:39 5Bring a spreadsheet in with the columns already named, and take your data back out any time.
0:43Keep track of what needs doing, and make sure nothing slips.
7 videosEvery Note, call, meeting and follow-up for a record in one place - a list per Database Type, and shortcut buttons to what is outstanding.
0:44 2The whole month on one screen - tinted days have outstanding work, and clicking one drops you straight into that day's list.
0:40 3The filters that turn four task lists into a searchable history - including the setting that makes searches come back empty.
0:38 4Do not write the Note - dictate it, then let the AI hand it back written properly.
1:02 5Repeat a Task annually, monthly, weekly or daily - it posts the next one by itself, and skips what was missed rather than piling up.
0:55 6Leave the Complete Date empty and a Task becomes a reminder - then close it from the list with one click when the job is done.
1:21 7Your own list, attached to nobody - name it, say what needs doing, and let the AI turn it into a tidy list with the to-dos pulled out.
0:54Email, text and social Campaigns, plus lead capture from your website.
9 videosFour kinds of Campaign - email, text, social and web - and the codes that decide who each one reaches.
1:11 2Filter your database down to exactly who should hear it, then schedule one email or a monthly series - with unsubscribes respected automatically.
1:27 3One shared library. The Campaign Type toggles decide whether a template appears in Campaigns, Workflows or the Emails tab.
1:06 4Disclosure wording, a blind copy for the file, and a separate default signature for each of the three places email goes out.
1:07 5A single text, or a series that goes out over weeks - each with its own body, date and time.
0:52 6Short reusable texts, each with a Text Type that decides where it can be used.
0:29 7Ten channels that all work the same way - plan a month of posts, or bulk-add them from a spreadsheet.
1:02 8Connect Claude and ask for a post in plain English - it drafts into your queue, you publish.
0:59 9Offer a PDF worth downloading, then paste the form onto your own website - new Web Leads arrive tagged, with the eBook emailed automatically.
1:38Build a sequence once, and let it run for every person you put into it.
3 videosWhat a workflow is made of, the Workflow Type setting that decides how it starts, and where the results show up on a record.
1:19 2Two steps built from an empty form, the difference between Workflow Created and Last Workflow Order, and the numbering rule that decides whether it runs at all.
1:19 3Why the workflow template dropdown is empty, the Campaign Type switch that fixes it, and the action that emails you instead of the client.
1:07Send Files, get documents signed, Invoice, take Payments and meet by video.
10 videosEverything you do FOR a Client rather than about them - files, e-signatures, Quotes, Invoices, payments and meetings. All of it works from the Client record you already have.
1:03 2Send a document from inside the Client's own record instead of your personal mailbox. The form already knows their email address.
1:19 3The other half of Send File: a document they sign, rather than one they keep. Set the signing order, then place the fields each signer has to complete.
1:21 4A live timer that follows you around the program. Stop it when the call ends and the time is already on the Client, priced and ready to Invoice.
1:40 5The everyday version, once the first one is behind you. An Invoice can be edited right up until it posts, so you can build it across the week.
1:16 6Add Payment on the Invoice row opens with the Invoice chosen and the full amount owing filled in. Type a smaller figure if they only paid part of it.
1:25 7Draft a quote by talking, track what has been billed against it, and turn it into one invoice or a deposit plus a draft.
1:32 10Set the meeting up from the Client themselves. It stays on their record afterwards, beside their Notes, Tasks and Invoices.
0:50Real books, free forever — General Ledger, Bank Reconciliation, GST/HST and Year End.
10 videosTurns the Invoices, payments and expenses you already record into a set of books. A Chart of Accounts per Business Entity, with the CRA's GIFI codes already loaded.
1:05 2The business itself, kept separate from your personal profile, and you can have as many as you run. Each one keeps its own Chart of Accounts and its own books.
1:07 3Your own numbering, the CRA's GIFI codes underneath, and why a Header account cannot be posted to.
1:17 4Charge Types and Payment Types each point at a G/L account, so every invoice line and every payment lands in the right place by itself.
1:13 5How anything that is not an Invoice or a payment reaches your books. Lines have to balance to a variance of zero before it will post.
1:10 6Paste or attach the statement, let it match against what is already in your ledger, and read the Variance.
1:06 7Photograph a receipt on your phone, let it read the amount and pick the expense account, then post the batch when you are ready.
0:58 8Expenses you paid personally - drafted, GST split out, balanced, and with the assumptions it made written out for you to check.
1:21 9Why the screen is blank, where the first year end date is set, and the one thing you cannot change afterwards.
0:54 10Financial statements, trial balance, the General Ledger detail, the year-over-year picture, and the one-click print package.
1:16Tell it what you want in plain words - it drafts, you approve. Nothing saves without you.
6 videosThe box on your Dashboard, the examples built from your own setup, and one sentence that fills a whole Client form.
1:28 2Your first command, one sentence doing two jobs, and the microphone if you would rather talk than type.
1:00 3Logging a call, what happens when two Clients share a name, and dictating from the Dashboard or from inside the record.
1:03 4One sentence to a priced, taxed invoice - where the hourly rate comes from, the two ways to send it, and the Journal Entry it posts.
1:17 5A written reference for talking to the assistant - punctuation, names, and where voice beats the keyboard. The video is in Open It and Try Your First Command.
0:58 6The approval guarantee in one page: what stops, what waits, and what it means for work going out under your name.
0:55Make it fit your business: rename things, hide what you do not use, add your team.
7 videosSeven groups and two ways in. Which one holds what, so you know where to go when you want something renamed, hidden, or set up for the team.
1:36 2Not everybody calls a Client a Client. Rename a field once and it changes everywhere it appears - nothing underneath moves.
1:14 3Decides how much of the program you actually see. Nothing is deleted when you switch a section off, so it comes straight back the moment you need it.
1:01 4Your trading names, your logo, and the footers that print on an Invoice and a General Ledger statement. The logo is set per Business Entity.
1:05 5Team members receive their own login rather than sharing yours. Permissions are set per person, section by section, the same way Custom Views works.
0:53 6Dictate wherever there is something to write. My Voice keeps your tone and your sign-off, so what comes back still reads like you.
0:49 7Every settings group in plain English - what it controls and what happens if you skip it.
1:04We will help you get set up - free. Plus how to bring your existing list across, and how to reach a real person.
4 videosThe three ways to get unstuck, and how to ask so you get a useful answer quickly.
1:10 2Free help getting set up - what it includes, how to ask, and what to have ready.
1:07 3Bring your existing Client list across from a spreadsheet instead of retyping it.
1:11 4Describe what you want to happen and it can be built for you, and anything else you need built.
1:19Our Partner Program pays you for referrals — every Internoodle account comes with one.
The written guides cover the same ground, plus the Canadian admin around it.
Read the guides Start free