Jüulio™ Tutorials

• 1. Getting started with Jüulio™
  • Learning about Jüulio™ Demos
  • How to get to Jüulio™ Demos
  • Signing up for Jüulio™
• 2. Jüulio™ General Setting and Information
  • General Setting and Information overview
  • Importing and exporting data
  • Inviting people to your organization
  • Managing users
  • Creating and managing organizations
  • Training your Jüulio™ AI Assistant
  • Advanced settings
• 3. Dashboard
  • Dashboard overview
  • Using the dashboard
• 4. Accounting
  • Accounting overview
  • Estimates
  • Estimates Received
  • Invoices
  • Invoices received
  • Income
  • Expenses
• 5. Sales
  • Sales overview
  • Proposals
  • Pipelines
• 6. Tasks
  • Tasks overview
  • Adding and managing tasks
• 7. Employees
  • Employees overview
  • Managing employees
  • Time and activity
  • Timesheets
  • Appointments
  • Approvals
  • Employee level, positions, time off, recurring expenses
  • Candidates
• 8. Organization
  • Organization overview
  • Managing organization
  • Equipment
  • Inventory
  • Vendors
  • Projects
  • Departments
  • Teams
  • Documents, employment types, recurring expenses
  • Help Center
• 9. Contacts
  • Contacts overview
  • Leads from your website
  • Leads
  • Customers and clients
  • Working leads, customers, clients
• 10. Goals
  • Goals overview
  • Managing goals
  • Goals settings
• 11. Reports
  • Reports
• 12. Jüulio™ Settings & Technical Support
  • Jüulio™ settings
  • Technical support
• 13. Employee Access
  • Employee access