How-tovideo library.
Every part of the Specifi platform, walked through on screen. Group by pillar, pick a feature, or jump into a playlist. Only play what you want to watch.
// By pillar
Pick your thread.
Tutorials grouped the way the platform is organised. Click through to the full playlist on our YouTube channel.
- // Pillar 01
Sales & Onboard
From first enquiry to signed proposal. CRM hygiene, lead capture, pipeline automation, email sync, and the full proposal builder with e-sign and Stripe deposits.
- CRM walkthrough
- Proposal builder
- Digital signatures
- Stripe deposits
- WebBuilder basics
- SEO Insights
- // Pillar 02
Operations
Running the business day-to-day. Scheduling, dispatch, suppliers, inventory, time management, invoicing, reporting, and the Bob the AI assistant.
- Work orders
- Scheduling
- Supplier catalogue
- Inventory & POs
- Invoicing
- Time tracking
- Reporting
- // Pillar 03
Delivery
On the job and after. Customer portal, change orders, service tickets, the mobile app for field techs, and handover documentation.
- Customer portal
- Change orders
- Mobile app
- Service & support
- Project handover
- Commissioning notes
- // Pillar 04
Brand & Growth
Growing the business. Branding best practices, marketing automation with Echo, email integration, website SEO, and testimonials / case studies.
- Echo marketing
- Email integration
- Brand kit
- WebBuilder SEO
- Testimonials
- Review workflows
// Prefer a live walk-through?
Real platform.Real numbers.
If the videos haven't quite answered it, book a 30-minute demo and we'll show you the exact workflow for your setup.