Software Tutorial e-learning & explainer scripts

[On screen: the Ledgerlark dashboard] In this video, you'll create and send your first invoice in Ledgerlark. By the end, you'll know how to add a customer, list your work, and get paid online. From the dashboard, click the green Create button and choose Invoice. [On screen: a blank invoice] At the top, you'll see a field called Customer. Start typing your customer's name. If they're new, click Add New Customer and fill in their name and email address. Ledgerlark will remember them for next time. Now look at the Due Date. By default, it's set to thirty days from today. If you'd like to be paid sooner, click the date and choose a new one. Next, it's time to list what you're charging for. Click Add Line Item. In the Description box, type a short, clear description, like Kitchen cabinet repair, or Logo design, first draft. Then enter the quantity and the price. Ledgerlark works out the total for you. Need to add another item? Click Add Line Item again. You can drag items up and down to change the order. If you charge sales tax, click the Tax box on each line and choose your rate. You only have to set up a rate once. At the bottom, there's a Notes field. This is a good place to thank your customer or remind them how to reach you. Before you send anything, click Preview. This shows the invoice exactly as your customer will see it. Check the spelling of their name, the amounts, and the due date. Happy with it? Click Send. Your customer will get an email with a link to view the invoice and pay by card or bank transfer. And that's your first invoice. You can see its status any time on the Invoices page.

[On screen: the Queueboard calendar view] Let's schedule a week of posts in Queueboard. Once you've done it once, it takes about ten minutes every Monday, and then you can forget about it. You're looking at the calendar view. Each column is a day, and each colored block is a post that's already scheduled. To add a new post, click any empty spot on the calendar. The post editor opens. At the top, choose which accounts this post should go to. You can pick one or several. Queueboard shows a small preview for each, so you can see how the post will look on every platform. Now write your caption in the big text box. If it's too long for one of your accounts, you'll see a red number counting how many characters you're over. To add a photo or video, drag it into the box, or click Add Media and pick it from your computer. Next, set the time. You can choose an exact time yourself, or click Best Time. Queueboard looks at when your followers have been most active over the last month and suggests a slot. When it looks right, click Schedule. Your post drops into the calendar. Here's a tip. If you want to reuse a post later, open it and click Duplicate. Change the date and a word or two, and you're done. And if plans change, just drag a post to a different day. Queueboard updates the time automatically. That's scheduling. In the next video, we'll look at the Reports tab and find out which of these posts people actually liked.

[On screen: a van parked outside a house] It's eight in the morning. Your technician, Marco, is in the van outside his first job. Let's see what his day looks like with Kestrel Field Service. [On screen: the Kestrel mobile app] Marco opens the Kestrel app on his phone. His jobs for the day are already there, in order, with the drive time between each one. The office set this up last night, and if anything changes, his list updates on its own. He taps the first job. He can see the customer's name, the address, the equipment on site, and notes from the last visit. Last time, someone noted a loose panel on the unit. So Marco brings the right bracket in with him. When he's done, he takes two photos, writes a quick note, and asks the customer to sign on his screen. The job is marked complete, and the office sees it right away. [On screen: the Kestrel office dashboard] Now let's look at the office. Your scheduler, Jen, can see every technician on a live map. When an urgent call comes in, Kestrel shows her who's closest and who has a gap in their day. She drags the job onto Marco's schedule, and it appears on his phone. At the end of the day, every finished job is ready to invoice. No more chasing paper forms or trying to read handwriting. That's the idea behind Kestrel. Your technicians spend less time on the phone with the office, and more time fixing things. To see Kestrel with your own jobs and your own team, book a demo at the link below.

[On screen: a spinning loading wheel in Fernwork] If Fernwork is taking a long time to load, or pages freeze when you open them, this video will help you find the cause. We'll start with the most common fixes and work our way down. Check one. Your connection. Open a speed test site in your browser. If your speed is much lower than usual, the problem is probably your network, not Fernwork. Try moving closer to your router, or plugging in with a cable if you can. Check two. Too many tabs. Every open browser tab uses memory. If you have twenty tabs open, close the ones you don't need and try again. You'd be surprised how often this is the answer. Check three. Clear your browser's cache. Over time, your browser stores old copies of pages that can slow things down. Open your browser's settings, find Privacy, and choose Clear browsing data. Tick Cached images and files, then click Clear. Check four. Very large files. If only one file is slow, it may simply be big. Files with thousands of rows or dozens of large images take longer to open. Try splitting it into smaller files. Check five. Is it just you? Visit our Status page, linked in the Help menu. If there's a known problem on our side, you'll see it there, along with updates on when it will be fixed. If you've tried all five and Fernwork is still slow, contact our support team. Let them know which of these checks you've already done. It'll save you both time.

[On screen: the Harborsheet welcome screen] Welcome to Harborsheet. Over the next few minutes, you'll learn the three ideas that make Harborsheet work, and you'll build your first sheet. You don't need any experience with spreadsheets to follow along. Let's start with the ideas. Idea one. Everything in Harborsheet is a record. A record is one thing you want to keep track of. A customer. An order. A piece of equipment. Each record gets its own row. Idea two. Records have fields. A field is a detail about the record, like a phone number, a price, or a due date. Each field gets its own column. The difference from a normal spreadsheet is that Harborsheet knows what type of information each field holds. A date field only accepts dates. A price field only accepts numbers. That means fewer mistakes. Idea three. Views. A view is a different way of looking at the same records. You can see them as a grid, a calendar, a board of cards, or a map. Changing the view never changes the data. It just shows it differently. [On screen: a blank sheet] Now let's put those ideas to work. Imagine you run a small bakery, and you want to track custom cake orders. Click New Sheet and call it Cake Orders. In the first column, type the customer's name. Harborsheet has already made this a text field. Click the plus sign to add a second column. Name it Pickup Date, and choose Date as the field type. Add a third column called Flavor. For this one, choose Single Select. Now you can type in your flavors once, chocolate, lemon, carrot, and pick from a list every time after that. No more typos. Add one more column, called Status, also Single Select, with three options. Ordered. Baking. Ready. Now add two or three orders so you have something to look at. [On screen: switching to the board view] Here's where views come in. Click Add View and choose Board. Group the board by Status. Your orders now appear as cards in three columns. When a cake goes into the oven, drag its card from Ordered to Baking. Switch to a Calendar view, and you'll see every pickup laid out by date. Same records, three ways to see them. That's the heart of Harborsheet. In the next lesson, we'll share your sheet with a coworker and set up a reminder for the day before each pickup.

[On screen: the Brindle HR People page] If you're moving to Brindle HR from another system, you probably have your employee records in a spreadsheet. In this video, you'll import that spreadsheet in one go, and learn how to avoid the three problems that trip most people up. Before you start, open your spreadsheet and check two things. First, make sure the top row contains column headings, like First Name, Last Name, Email, and Start Date. Brindle uses these headings to understand your data. Second, save the file in CSV format. In most spreadsheet programs, you'll find this under File, then Save As, or Download. Now let's import. In Brindle HR, go to the People page. Click the Import button in the top right corner, and choose your CSV file. [On screen: the column-matching screen] Brindle will now show you a matching screen. On the left are the columns from your spreadsheet. On the right are the fields in Brindle. Most will match automatically, and you'll see a green tick next to them. If a column hasn't matched, you'll see a yellow warning. Click the drop-down next to it and choose the right Brindle field. For example, your spreadsheet might say Mobile, where Brindle says Phone Number. If there's a column you don't need, choose Skip this column. When everything is matched, click Preview. Brindle will show you the first ten records exactly as they'll be saved. Look through them carefully. Now, here are the three problems we mentioned. Problem one. Dates. If your start dates look wrong in the preview, for example, the fourth of March has become the third of April, your spreadsheet is using a different date order. Go back one step and change the Date Format setting to match your file. Problem two. Duplicates. If someone already exists in Brindle, the import will skip them by default. If you'd rather update their record with the new information, tick Update existing records before you continue. Problem three. Missing emails. Every person in Brindle needs an email address. Rows without one will be listed in red. You can fix them in your spreadsheet and try again, or import the rest and add those people by hand. When the preview looks right, click Import. Depending on the size of your file, this can take a minute or two. When it's finished, you'll see a summary showing how many records were added, updated, and skipped. Click Download Report to keep a copy. That's it. Your team is in Brindle HR.

[On screen: the Clovebox admin console] As an administrator, you'll sometimes need to answer the question, what happened here? Who deleted that file? When did this person's access change? The audit log is where you'll find the answer. To open it, go to the Admin Console and select Security, then Audit Log. Each line in the log is one event. You'll see the date and time, the person who did it, what they did, and what it affected. Events are kept for one year. Let's walk through a real example. A team lead tells you that the Q3 Budget folder has disappeared. In the search box, type Q3 Budget. The log now shows only events involving that folder. You can see it was created in July, and shared with the finance team in August. And here, yesterday at four fifteen, it was moved to the trash by a user named Alex. Now you know what happened. Because it's been less than thirty days, you can restore it from the trash. And you can talk to Alex, who may have had a perfectly good reason. You can also filter the log by person, by date range, or by type of event. Use the Event Type filter to show only sign-ins, for example, if you're checking for unusual activity. One more tip. Click Create Alert at the top of the log, and you can ask Clovebox to email you whenever a certain event happens, like a folder being shared outside your company. Remember, the audit log records what happened, not why. Use it to start a conversation, not to end one.