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Have a little fun while learning about some streamlining tools!

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Applying discounts to your 17hats quotes or invoices

02:32

Applying discounts to your 17hats quotes or invoices

In this quick video, I show 3 different ways to apply discounts to your 17hats quotes / invoices. Related videos: https://www.youtube.com/watch?v=J9OSb_hkoQs, https://youtu.be/TdsWP-vIEUc Love it? - tap the thumbs up and subscribe - get a free 7-day trial of 17hats with code "letnicolehelp" and if (when) you love it, you'll be granted 50% off your 1st year - check out how I can help you optimize your account with services, workshops and more resources https://www.17hats.com/sign-up https://letnicolehelp.com/services https://letnicolehelp.com/resources

Powerful and flexible billing options in 17hats

06:06

Powerful and flexible billing options in 17hats

In this video, I'm sharing one of my absolute favorite things about 17hats, the powerful, flexible and creative quote sections that you can incorporate into your billing! These options could even help you cut down on a few back and forth emails, since you can provide choices to your clients right there on their quote. Related video: Payment schedule options for invoicing in 17hats (https://www.youtube.com/watch?v=J9OSb_hkoQs) Love it? - tap the thumbs up and subscribe - get a free 7-day trial of 17hats with code "letnicolehelp" and if (when) you love it, you'll be granted 50% off your 1st year - check out how I can help you optimize your account with services, workshops and more resources https://www.17hats.com/sign-up https://letnicolehelp.com/services https://letnicolehelp.com/resources

Payment schedule options for invoicing in 17hats

05:33

Payment schedule options for invoicing in 17hats

In this video, I'm sharing a bit about the payment schedules you can set on your 17hats invoices (even if a quote precedes the invoice)! Why a payment schedule? ...So you can spread out the payments your client makes, while not having to to issue separate invoices for each installment! Related video: Automate your 17hats workflow when documents are completed - https://youtu.be/wmb8uEzBOQk Love it? - tap the thumbs up and subscribe - get a free 7-day trial of 17hats with code "letnicolehelp" and if (when) you love it, you'll be granted 50% off your 1st year - check out how I can help you optimize your account with services, workshops and more resources https://www.17hats.com/sign-up?level=level3 https://letnicolehelp.com/services

Automate your 17hats workflow when documents are completed

04:46

Automate your 17hats workflow when documents are completed

Did you know that you can tell your 17hats workflow to continue on ONLY IF the documents you're sending in the workflow are completed (not just sent)?! What you automate after that is up to you, but this functionality means you don't have to keep a constant eye on whether your client has finished the document AND it helps you move the project forward seamlessly. Let's dive in! Love it? - tap the thumbs up and subscribe - get a free 7-day trial of 17hats with code "letnicolehelp" and if (when) you love it, you'll be granted 50% off your 1st year - check out how I can help you optimize your account with services, workshops and more resources https://www.17hats.com/sign-up?level=level3 https://letnicolehelp.com/services

How workflow tags move 17hats projects in the pipeline

04:57

How workflow tags move 17hats projects in the pipeline

In this video, I'm sharing a bit about how project tags in your workflow make your 17hats pipelines work. Available to Premier and Founding subscriptions only, pipelines are THE PERFECT way to get a bird's eye view of all your active projects... and automatic workflow tags are one of the ways to make them go! Love it? - tap the thumbs up and subscribe - get a free 7-day trial of 17hats Premier subscription with code "letnicolehelp" and if (when) you love it, you'll be granted 50% off your 1st year - check out how I can help you optimize your account with services, workshops and more resources

An intro to 17hats pipelines

04:57

An intro to 17hats pipelines

In this video, I'm sharing a bit about an amazing feature of 17hats CRM, the pipelines! Available to Premier and Founding subscriptions only, they are THE PERFECT way to get a bird's eye view of all your active projects. I share an example of a lead pipeline for my testing account, Nicole's Nifty Decor. See how I've customized my pipeline phases and learn how projects navigate across them. Love it? - tap the thumbs up and subscribe - get a free 7-day trial of 17hats Premier subscription with code "letnicolehelp" and if (when) you love it, you'll be granted 50% off your 1st year - check out how I can help you optimize your account with services, workshops and more resources (letnicolehelp.com)

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