Recorded walkthroughs

Watch the workflow before you run it.

28 short recordings from the synthetic BrightLine demonstration workspace, each with captions and a written guide beside it. Browse all 72 guides →

Getting started

Invite users and choose roles walkthrough poster — Invite users and choose rolesGetting started · 1 min

Navigate dashboard priorities walkthrough poster — Use the dashboard to choose the next actionGetting started · 1 min

Sales & quoting

Manage the lead pipeline walkthrough poster — Manage the lead pipelineSales & quoting · 1 min

Create a client and contact walkthrough poster — Create a client and contactSales & quoting · 1 min

Create a structured quote walkthrough poster — Create a structured quoteSales & quoting · 1 min

Revise and send a quote walkthrough poster — Revise and send a quoteSales & quoting · 1 min

Move an accepted quote into a job walkthrough poster — Move an accepted quote into a jobSales & quoting · 1 min

Use quick access search walkthrough poster — Use quick access searchSales & quoting · 1 min

Jobs & production

Understand the job workspace walkthrough poster — Understand the job workspaceJobs & production · 1 min

Plan tasks and production stages walkthrough poster — Plan tasks and production stagesJobs & production · 1 min

Use the staff scheduler walkthrough poster — Use the staff schedulerJobs & production · 1 min

Record personal and team timesheets walkthrough poster — Record personal and team timesheetsJobs & production · 1 min

Connect HP PrintOS walkthrough poster — Connect HP PrintOSJobs & production · 1 min

Create a job manually walkthrough poster — Create a job manuallyJobs & production · 1 min

Manage job variations walkthrough poster — Manage job variationsJobs & production · 1 min

Purchasing & financials

Create and send a purchase order walkthrough poster — Create and send a purchase orderPurchasing & financials · 1 min

Manage suppliers walkthrough poster — Manage suppliersPurchasing & financials · 1 min

Review invoices and job revenue walkthrough poster — Review invoices and job revenuePurchasing & financials · 1 min

Review job profitability walkthrough poster — Review job profitabilityPurchasing & financials · 1 min

Receive and reconcile purchase orders walkthrough poster — Receive and reconcile a purchase orderPurchasing & financials · 1 min

Create and issue an invoice walkthrough poster — Create, review and issue an invoicePurchasing & financials · 1 min

Admin & integrations

Manage users and permissions walkthrough poster — Manage users and permissionsAdmin & integrations · 1 min

Manage document templates walkthrough poster — Manage document templatesAdmin & integrations · 1 min

Reporting & Fitch

Build a report from a plain-language brief walkthrough poster — Build a report from a plain-language briefReporting & Fitch · 1 min

Business settings

Manage product catalogue walkthrough poster — Manage the product catalogueBusiness settings · 1 min

Integrations & automation

Choose storage provider walkthrough poster — Choose the organisation storage providerIntegrations & automation · 1 min

Choose accounting provider walkthrough poster — Choose and configure the accounting providerIntegrations & automation · 1 min

Data & governance

Review activity logs walkthrough poster — Review organisation activity logsData & governance · 1 min

Recordings show the synthetic BrightLine demonstration workspace at a named application release. Your records, permissions and configuration will change the details you see.