How-To Video Library

Learn how to use Specifi with our comprehensive collection of tutorial videos. From CRM to invoicing, product management to time tracking, we've got you covered.

CRM

How to use project stages in Specifi CRM

Add tags in Specifi CRM

How to create new customers or import from QuickBooks in Specifi CRM

Create 'To Dos' in Specifi CRM

Create leads in Specif CRM

Create referrers in Specifi CRM

How to use the Tasks sidebar tab in Specifi CRM

Create tasks in Specifi CRM

How to create opportunities in Specifi CRM

How to send emails from Specifi Proposals

How to view your customers' emails in Specifi CRM

Products

Understanding 'Recently Viewed' in Specifi

Understanding 'Recently Used' tab in Specifi

How to use the favorite products tab in Specifi

How to create product bundles in Specifi

Understanding 'My Product Pricing' in Specifi

How to use my product cataloge in Specifi

How to access supplier products or manually add products in Specifi

Time Management

How to allocate time to team members in Specifi

Understanding timesheets in Specifi

Accounting

How to add tax rates and tax authorities in Specifi

Understanding Expenses in Specifi

Understanding Invoices in Specifi

Understanding Purchase Orders in Specifi

Suppliers

How to access our list of brands in Specifi

How to request access to suppliers in Specifi

System Settings

How to add Network IPs in Specifi

How to add Systems in Specifi

How to add cables in Specifi

How to connect Xero, Quickbooks and Stripe in Specifi

How to access invoice settings in Specifi

Payment Terms

Understanding Payment Terms & Schedules in Specifi

Company Settings

How to add team members in Specifi

How to group staff into departments in Specifi

How to add user roles & access permissions in Specifi

Customer Portal

How to use Customer Portal Settings in Specifi

Sales Quotes

Understanding Sales Quote in Specifi

How to use AI asistant to create 'About Us' in your Sales Quote in Specifi

How to add maintenance contracts in Specifi

Bookings

How to set availability in the booking section in Specifi