Tudodesk

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How to enter current orders and jobs to get started.

How to use document terms

Boards 101

Reason attributes: what they are, how to us them.

Boost productivity with workflows.

Invite and add your team members to your Tudodesk domain.

How to Invite your Teammates

Logging into your Tudodesk account is really straightforward. Below are two ways to log into your account.

How do I login to my Tudodesk account

Disclosing your company ID, VAT and business details on your invoices and estimates are legal obligations in many parts of the world.

How To Add Legal Requirements Such As A VAT Number To the Bottom of Documents

A quick step by step of how to turn your first accepted estimate into your first invoice.

How to Send your First Invoice in Under a Minute

A step by step guide on how to add cost and charge breakdowns to documents in Tudodesk, most commonly an invoice or estimate.

Adding Items, Services and Charges to a Document

A quick step-by-step of how to send your first estimate

How to Send Your First Estimate in Under a Minute

Billy Webb

Martin

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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