A clear way to get started.
Practical guides for moving your contacts, quoting films and versions, handing work to production and agreeing scope changes.
Three steps to your first job
Set up your company, bring in one active enquiry, then turn its accepted quote into a job with delivery tasks.
6 min readMove from your current setup
Import contacts safely, bring over active work and check the result before switching.
7 min readSet your prices and build quotes
Quote films and delivery versions with your own rates, resolve scope checks and keep accepted work separate from priced changes.
6 min readBring in enquiries and follow up
Choose your mailbox scope, review new leads and keep people in control of every send.
5 min readYour workspace and AI context
Understand who can see records, what AI receives and what your team must review.
4 min readOne production reference. One company calendar.
Choose a numbering prefix, keep the same identity from lead to job, and plan dates together.
5 min readFrom agreed scope to delivery and changes
Define films and versions, resolve scope checks, review automatic tasks and record priced changes with client decision evidence.
6 min readContacts import template
A CSV with the five supported columns and fictional example rows. Remove the examples before importing your own contacts.