1BizApp Desktop Application
Help Videos
All the help videos here are ordered in the same way as the menu system in 1BizApp. They are in the same order, and are colour coded in the same way as your 1BizApp menu.
eMail
Your email system could be your own, or you could be using a Gmail account to run your business. Perhaps you don't have an email system yet and want to use our own 1BizMail system. Either way, the answers to your questions are here in our help videos. We have a powerful mailshot module with extensive reporting tools for all your campaign needs. Check out the videos below.
Using eMail. Creating messages, sending, assigning to Jobs, archiving and attachments. Everything you need to know.
Using eMail
Creating eMail templates, formatting text, custom links, sending your message and replying to mailshots.
It's all covered in this help video!
Creating Mailshots
If you want to send a lot of eMails, but not wait while 1BizApp does it's magic, watch this video.
Mailing through the cloud by sending eMails to a Filter name.
Bulk Server eShots
The easiest way to set up your 1Biz eMail. Use our own 1bizmail address.
Out of Office messages, mailmarge, changing sent and deleted folder name.
Configuring 1BizMail eMail Accounts
Using your current Gmail account with 1BizApp is easy when you follow these simple instructions.
Configuring GMail eMail Accounts
We can look after all your email headaches for you, and integrate 1BizApp with your very own company eMail account.
Configuring your own eMail Accounts
 
Companies and Contacts
Your contact list is where you start in 1BizApp, because they are your customers, your business partners and your staff. Importing your contacts when you start out is a great way to get going, and our intellegent import tools make this a breeze.
This video will give you an introduction to contacts and companies in 1BizApp.
It's an introduction video, so have a look before importing your contacts.
Introduction to Contacts
This help video shows you how to import your contacts from your phone, PC or a csv file quickly and intellegently.
Also how to avoid duplicates, automatic creation of companies and much more.
Importing Contacts
This help video shows you how to import your contacts from Business Cards using the mobile and tablet app.
Importing Business Cards
 
Tasks
Tasks are what you do to generate income. They can be meetings, phone calls, site visits - in fact anything that takes time. Tasks are used to generate your daily diary, so you know where to be and what you have to do. Use 1BizApp as a simple calendar and you'll soon be integrating your customers and jobs making an invaluable Business and Project Management System.
An introduction to tasks, what they are and how to use them.
Tasks - Introduction
Creating Time Management tasks, starting & stopping tasks, assigning to projects and producing invoices from tasks.
Time Management
How to set up and use a timebank for a customer and book time to it.
Timebank
How to set up and use a checklists.
Checklists
How to set up and use Recurring Task Templates and Recurring Master Tasks.
Task Templates
 
Projects / Jobs
Projects and Jobs are the core of the software. You have all your customers uploaded, and now you want to do some work for them. These jobs are where quotes and invoices are generated, and contain any number of tasks building up your workload.
Here we have a video covering how to create and use projects (jobs). Contacts, quotes, invoices, documents and everything else attached to projects, all covered here.
Introduction to Projects and Jobs
Here is a video covering how to use follow-up dates and the Stage Workflow Chart. Using them together helps you manage your projects.
Workflow and Follow-up dates
 
Products and Stock
This is what you sell. You can use our intellegent tools to import your products from a spreadsheet or file, and these are the items that you use to generate your quotes and invoices. They can be physical units, or you can bill your customers by time. You can create reoccuring invoices, so all you have to do is press a button once a month to automatically bill your regular customers. Look here and in the automated invoices videos for all you need to know.
Importing Products and stock from a csv file or a spreadshhet is easy with this help video.
Importing Products
 
Reporting
Reporting tools, ways to view your data, at-a-glance Dashboards
This video will give you an introduction to setting up Dashboards and customising them to suit your company.
Introduction to Dashboards
 
Accounts
When you have generated and sent invoices to your customers, you want to be paid! When payment comes in, you can easily match payment up with an invoice and reconcile the two all ready to use our clever export feature for Sage and QuickBooks.
This help video helps you get started with creating your first quotes and invoices.
Updated.
Introduction to Quotes and Invoicing
This detailed video tells you everything about quotes and invoicing, from setting them up to creating complicated templates with rolled up items.
Updated.
Quotes and Invoicing for Admins
This help video helps you get started with the accounting side of 1BizApp.
Introduction to Accounting
Invoices can be set up to be created automatically every month. Find out how in this Help Video.
Automated Invoices
 
Payroll / Human Resources
Setting up your work schedule for your employees and turning your contacts into employees and users are covered in these videos. Adding a fourth user to 1BizApp, and converting from a free to paid account and back again.
A basic introduction to the HR side - including setting up work schedules and account management.
Introduction to HR Account Management
 
Settings
When you first download the software, you will have to have a look here - getting your settings right so that everything goes smoothly when you start using 1BizApp for your business.
An Basic introduction to settings. have a look here to get your new softare going!
Introduction to Settings
 
Chat
Chat is your easy way of having a quick conversation with other users in your company. Chat content is deleted after 24 hours and you can talk to just one or several people at a time. It's set up ready for you to use now.
An Introduction to chat. Chatting to one or several members of staff is easy, and all explained here.
Introduction to Chat