Learn Transsist in short videos

By area

• Reading your dashboard

  What each figure means, and where its links lead. · 33 s

• Finding and filtering Jobs

  Search, quick filters and the totals for what is shown. · 32 s

• Inside a Job

  Counts, rate, files and versions — and creating the invoice. · 30 s

• Invoicing finished Jobs

  How an invoice was calculated, PDF and Excel, payments. · 36 s

• Planning with the calendar

  Day, week and month views by delivery or received date. · 32 s

• Clients and their rates

  Default rates, client details and pricing plans. · 32 s

• Searching your Documents Library

  Search inside files, preview them, keep templates. · 37 s

• Turning client email into Jobs

  Your own mailbox, with Jobs created only when you choose. · 36 s

• WhatsApp beside your work

  Personal WhatsApp Web or the Business Cloud API. · 32 s

• Reading your reports

  Periods, comparisons and deadline performance. · 31 s

• Dealing with notifications

  Unreadable files, missing files and deadlines. · 34 s

• Settings to check first

  Profile, folders, billing, licence and security. · 37 s

Videos show fictional sample data. Something you would like explained? Ask us.