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Short guides to everything in gridOS, step by step.

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Your first steps in gridOSSet up your studio in a few minutes: brand, first client, first project and your team.Invite your team and choose rolesWho can see and change what, how to invite people, and how teammates ask to join.Invoices and payments receivedCreate an invoice, send it, record what came in and let gridOS remind the client.The client portalOne private link per client, in your logo and colour, where they approve, pay, sign and talk to you.

Getting started

Your first steps in gridOSSet up your studio in a few minutes: brand, first client, first project and your team.Invite your team and choose rolesWho can see and change what, how to invite people, and how teammates ask to join.Create and find anythingThe + menu, search and Ask gridOS, keyboard shortcuts, windows, and arranging your Home.Bring your data in from a spreadsheetImport clients, leads, projects, invoices and expenses from a CSV file.Install the app and get notificationsInstall gridOS on your computer or phone, turn on notifications and choose what reaches you.

Clients and sales

Clients and contactsAdd a client with their company details and contacts, and find everything about them in one place.Pipeline: leads, stages and follow-upsFollow every possible client from first contact to signed, in your own stages, and never forget to get back to them.A request form for your websiteA public form where possible clients tell you about their project; each request becomes a lead.Scheduling linksA page where clients book a time with you, with confirmation and reminder e-mails.

Projects and tasks

Projects, phases and templatesStart a project from a template, plan its phases, follow its budget and close it properly.Tasks: quick add, board and subtasksAdd tasks in plain words, see them as a list or a board, and keep track of what blocks what.Timer and hoursLog time with a timer or a weekly timesheet, and turn billable hours into an invoice.Retainers: monthly packagesA monthly fee with hours or requests included, invoices that schedule themselves and alerts before the hours run out.Notes and filesWrite notes linked to a client or project, keep files in folders and share a folder with a client.

Money

ProposalsWrite a proposal, send it as a link, and when the client accepts, the project and first invoice are created.Contracts with e-signatureAttach a contract to a proposal; the client signs it on their phone and you countersign.Invoices and payments receivedCreate an invoice, send it, record what came in and let gridOS remind the client.Pix, boleto and card with AsaasFor studios in Brazil: connect your own Asaas account and invoices mark themselves paid.Service invoice (NFS-e)For studios in Brazil: issue the NFS-e from the invoice, through Asaas.Expenses and the overviewRecord expenses with their receipts, bill them to the client, and see the studio’s month at a glance.

Client portal

The client portalOne private link per client, in your logo and colour, where they approve, pay, sign and talk to you.Approvals: comments on PDFs, images and videoSend work for approval; the client pins comments on the artwork, and you compare versions.Questionnaires and the briefSend a brand questionnaire the client answers on their phone; the answers become the project brief.

Calendar and chat

Calendar, Google and OutlookMeetings and deadlines in one calendar, in sync with Google Calendar or Outlook.Chat, channels and conversationsDirect messages and channels next to the work, with threads, voice notes, files and tasks.

Account and security

Plan and billingThe free trial, choosing a plan, extra users and storage, monthly limits, and changing or cancelling.Password, two-step verification and devicesProtect your account with a code from your phone, and sign out devices you no longer use.Undo, trash and exporting your dataTake back a change, restore what you deleted, and download everything in your studio.Automations and webhooksTen ready-made automations for the repetitive steps, and webhooks to connect other tools.
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