💻 Automations - Interactive Training Course

This course will show you how to use our Automations feature to automate your client correspondence. We'll show you how to implement two Automations to streamline your invoice past due and estimate the follow-up process. By the end of the course, you'll have the tools to create your custom Automations.

To use Automations, you must have a Pro Plus level subscription. However, you can view the course without having any subscription so you can get a better idea if Automations is right for your business. The video below is a brief introduction. To view the course, click here.

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