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The basics of Filmo in the order a new team reads them: what it is, setting up your company, the data model and a job from start to finish.

  1. Step 1: Introduction to FilmoWhat Filmo does for a rental company, from the first enquiry to the collected invoice, and which area covers each part of the job.Read more
  2. Step 2: Navigating FilmoThe sidebar, Settings, the search, the record pages and where to see your numbers: how to find your way around Filmo.Read more
  3. Step 3: Set up your company in FilmoGet your account ready in order: company and tax data, invoicing preferences, payment methods, custom fields, your team and your subscription.Read more
  4. Step 4: Your first order and quoteCreate an order, make the quote from it, send it to the client and reserve the equipment when they approve: the shortest real path through Filmo.Read more
  5. Step 5: Connect Filmo to your other toolsEmail, calendar, accounting, Stripe, Slack, AI assistants and spreadsheets: what each connection moves, who sets it up, and what it doesn't do.Read more
  6. Step 6: Understanding Filmo's data modelThe order at the centre: how contacts, projects, opportunities, resources, documents and payments relate to it.Read more
  7. Step 7: Items, kits and unitsBulk and serialized items, stock and where it lives, kits, spaces, and how staff and vehicles come in through services.Read more
  8. Step 8: Contacts and projectsContacts are the companies and people you work with, a project groups the work of one production, and an opportunity tracks a sale.Read more
  9. Step 9: Orders and their documentsQuotes, proformas, contracts, delivery notes, invoices and credit notes all come from the order; money is recorded separately in Treasury.Read more
  10. Step 10: Win new work: from enquiry to opportunityPublish your website and booking portal, receive requests, and track each potential sale in the CRM until you win or lose it.Read more
  11. Step 11: Work with a client: contact, email and portalCreate and complete the client's contact, email them from Filmo, invite them to the client portal and keep your team in the loop.Read more
  12. Step 12: Quote a job and get it approvedPrice the order, send the quote, negotiate with versions and collect the client's approval, signature, advance payment or contract.Read more
  13. Step 13: Run an order from draft to completedCreate and compose the order, reserve it, cover shortages, assign staff, deliver, invoice and close it, with a link to every task.Read more
  14. Step 14: Prepare your catalog and resourcesItems and stock, kits, spaces, staff, vehicles, the service catalog, prices and consignment owners, in the order we recommend.Read more
  15. Step 15: Deliver and return equipmentPlan the work, assign people and vehicles, deliver, check the equipment back in, and handle damage with incidents and repair tickets.Read more
  16. Step 16: Invoice and get paidInvoice the client, record and assign payments, collect online or by direct debit, pay suppliers and feed your accounting.Read more

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