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.
10 videos in 1 section
Send 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.
0:50Our 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.
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