This course will show you how to use our Automations feature to automate client correspondence. We'll show you how to implement two Automations to streamline your Estimate and Invoice process. By the end of the course, you'll have the tools to create custom Automations.
Note: To use Automations, you must have a Pro Plus or Elite subscription. However, you can view the course without a subscription to determine if Automations is right for your business.
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The video below is a brief introduction to Automations.