Video tutorials
Workspace369 Video Tutorials
These short videos show you how to use Workspace369, the all-in-one app for running a business. Start with the full tour to see where everything lives. Then set up your business, add your clients, and follow one job from a proposal to a paid invoice. The next two cover everything a proposal and an invoice can do. Each tutorial page has the video, its chapters, common questions and the full transcript. Workspace369 runs on the web and on iPhone, and these videos show the web app.
Start here, in order
Workspace369: the full tourA walk through every page in the Workspace369 menu, from the dashboard and AI AutoPilot to clients, projects, proposals, invoices and the inbox, so you know where everything lives.Watch the tutorial ->
Set up your business in Workspace369Add your business details and logo, set your currency, time zone and tax codes, and choose how your invoices and proposals look.Watch the tutorial ->
Add your clients to Workspace369Import clients from a CSV or Excel file, or add them one at a time, then sort them by stage and lead source.Watch the tutorial ->
From proposal to paid in Workspace369Follow one job from start to finish: build a proposal, have the client accept and sign it, convert it to an invoice, and get paid.Watch the tutorial ->
Workspace369 proposals, step by stepEverything a proposal can do: themes and covers, sections and timelines, signatures, expiry dates, deposits, follow-up reminders, templates and change orders.Watch the tutorial ->
Workspace369 invoices, step by stepBuild an invoice from your catalog, split it into a payment plan, set up a repeat invoice, send it by email or text, and record payments as they come in.Watch the tutorial ->
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Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
