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Trained on everything Specifi.
Platform features
How proposals work, what the CRM does, scheduling, invoicing, reporting. Every feature explained.
Your workflow
Ask how Specifi fits your exact setup. Residential, commercial, MDU, service contracts.
Integrations
Xero, QuickBooks, Google Calendar, Outlook, supplier networks. What connects and how.
Pricing and plans
Individual, Team, Enterprise. What's included, what it costs, how billing works.
Getting started
Onboarding, data migration, team training, go-live timelines. The full picture.
Troubleshooting
Something not working? Bob can diagnose it, explain it, or connect you to support.
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