Videos/Tutorials

ClientSpot and FreshBooks Integration

This video shows an overview of how to setup integration to create invoices in FreshBooks using time-tracking data, tasks and projects from ClientSpot.

Quick Start Guide for Account Owners

This video shows an overview of how to work with projects, including creating tasks, adding comments and files, and reviewing time and status reports.

Quick Start Guide for Clients

This video shows an overview of how your clients can interact with you using ClientSpot to see project status, add comments, or download files. You can direct your clients here to get a quick overview of how they’ll be using ClientSpot.

Creating and Sharing Files and Documents

This video shows how to create and update documents directly in ClientSpot, tracking them through multiple edits and versions. Also shows how to upload existing files and share them with team members.

Time Tracking and Reporting

This brief video shows how to use ClientSpot to easily track time across multiple projects and clients, manage retainer hours, and generate reports to do invoicing and detailed billing.

Databases and Custom Lists

This video shows how to use ClientSpot to track lists of client or company information like contacts, sales leads, expenses, or commonly used websites.

More tutorials coming soon…

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