You are new to Kiwili or just getting started? We made a selection of the 5 must-watch video tutorials to help you configure your account and discover our features. Remember, a good configuration of your account will allow you to make the most of the Kiwili but also to be more productive and effective in your daily business management!
Video 1 – Get Started With Kiwili
Discover in this tutorial the first steps to set up your Kiwili account. We explain what information about your company, your users and your customers should appear on your Kiwili. In this configuration you can, among other things, indicate in detail which services and products you sell and how you want to be paid.
Video 2 – Managing Your Clients and Providers With Kiwili
Once you have created your Kiwili account, you can set up your database of clients, suppliers and prospects. We explain in this video how you can import your databases from existing files or manually add your contact in our software. Note that the configuration of your commercial base is an essential step so that you can create your quotes and invoices in an efficient and intuitive way.
Video 3 – Issue an Estimate With Kiwili
Now that you have created your databases, you can send your prospects and clients estimates directly through Kiwili. In this video, we show you the steps to follow in order to create and send a professional estimate quickly.
Video 4 – Manage a Project With Kiwili
Kiwili offers the possibility to create and manage your projects. In this video, you will find out how to create tasks and define the various steps required to complete your project. Also, you will learn how to track the time you spend on a project to bill it to your clients later.
Video 5 – Issue an Invoice With Kiwili
The video below shows you how to easily create a professional invoice by adding the products and services you would like to charge. You will also find out how to send an invoice and get paid directly by your customer via our software.
We hope you found these video tutorials helpful. Do you still have questions about Kiwili? Let us know by sending us an email at firstname.lastname@example.org. Recently, we updated Kiwili. Don’t forget to check out our blog.