Templates
Resources you can put to work today.
Each guide helps you handle a real production situation. Explore the case and download the worksheet. These guides help you prepare the process; they do not import or activate workflows automatically.
- templates ready to use
- 39
- areas, from sales to maintenance
- 12
- A free PDF guide with every template
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Portals · FeaturedFREE GUIDE
Quote viewed but not signed
After two days, recheck the quote. If still unanswered, Neo prepares client context and sales receives a call task.
On event7 stepsNeoSlack
Explore the guideSalesFREE GUIDE
Follow up unanswered quotes
After four days, recheck the quote and create a task with a Slack alert only if it still needs a response.
On event7 stepsSlack
Explore the guidePortalsFREE GUIDE
Understand a lost quote
Notify sales, create a call task and ask Neo for the client's pattern of rejected quotes.
On event4 stepsNeoSlack
Explore the guideOperationsFREE GUIDE
Prepare a reserved order
Create a calendar slot from actual order dates, a preparation task and a warehouse notification.
On event5 stepsCalendar, Slack
Explore the guideOperationsFREE GUIDE
Confirm an upcoming pickup
Create a confirmation task two days before pickup. The team checks the order is still current before contacting the client.
On event4 stepsSlack
Explore the guideOperations · FeaturedFREE GUIDE
Daily dispatch and returns briefing
Neo prepares the weekday briefing for Slack, internal chat and the warehouse.
Scheduled4 stepsNeoSlack
Explore the guideOperationsFREE GUIDE
Inspect returned equipment
Create an inspection task and send the workshop Neo's incident summary the next day.
On event6 stepsNeoSlack
Explore the guideOperationsFREE GUIDE
Review a cancelled order
Notify the team, create an equipment review task and ask Neo for an availability summary.
On event5 stepsNeoSlack
Explore the guideBilling · FeaturedFREE GUIDE
Escalate unpaid invoices
Check the invoice when due. If unpaid, remind the client and open follow-up. Recheck a week later before escalating.
On event27 stepsEmail, Slack
Explore the guideBillingFREE GUIDE
Review collections by payment method
Create review tasks for transfers, cards or cash and notify finance. Does not post accounting transactions.
On event10 stepsSlack
Explore the guidePortalsFREE GUIDE
Acknowledge a portal payment
Email a thank-you and notify the team. Requires connected email and a Slack channel.
On event3 stepsEmail, Slack
Explore the guidePurchasingFREE GUIDE
Register and label purchased equipment
Create a registration and labeling task on receipt. Neo prepares context; the team updates inventory.
On event4 stepsNeoSlack
Explore the guidePurchasingFREE GUIDE
Schedule a supplier invoice payment
Create a task and remind finance after three days. Does not execute transfers or post payments.
On event5 stepsSlack
Explore the guideMaintenance · FeaturedFREE GUIDE
Escalate incidents by severity
Route the incident, flag unavailable equipment and provide its incident history to the workshop.
On event12 stepsNeoSlack
Explore the guidePortalsFREE GUIDE
Triage portal incidents
Create internal tasks and notifications. Neo supplies context; the template does not reply to the client.
On event11 stepsNeoSlack
Explore the guideInventoryFREE GUIDE
Complete a new equipment record
Create documentation, rate and initial maintenance tasks and notify the warehouse.
On event4 stepsSlack
Explore the guideCommunicationFREE GUIDE
Triage incoming email
Classify by subject, archive or route messages and share Neo's summary in chat.
On event14 stepsNeoEmail, Slack
Explore the guideAI & Neo · FeaturedFREE GUIDE
Weekly business summary
Neo shares a weekly summary and a temporary link to the full orders export. The export is not limited to the week.
Scheduled5 stepsNeo
Explore the guideAI & NeoFREE GUIDE
AV industry radar
Search for industry news each Monday; Neo summarizes five points and implications for a rental company.
Scheduled3 stepsNeo
Explore the guideAI & Neo · FeaturedFREE GUIDE
Ask Neo on demand
Run manually with a question. Neo uses account data and web search, sharing the result in chat and email.
Manual3 stepsNeo
Explore the guideCustomersFREE GUIDE
Welcome a new client
Create a client and address, a welcome-call task and an email. Requires connected email.
Manual3 stepsEmail
Explore the guideAI & NeoFREE GUIDE
Custom Neo report and orders export
Email a report and temporary link to the full orders export. The question does not filter the spreadsheet.
Manual3 stepsNeo
Explore the guideMonitoringFREE GUIDE
Escalate unresolved incidents
Recheck after 24 hours and alert only if still open, waiting or under repair.
On event9 stepsSlack
Explore the guideMonitoringFREE GUIDE
Overdue returns summary with Neo
Share Neo's daily analysis, including days without delays. Use the deterministic returns template for alerts only when results exist.
Scheduled2 stepsNeoSlack
Explore the guideReporting · FeaturedFREE GUIDE
Monthly dashboard report
Capture the previous month's dashboard report and email its link on the first of the month.
Scheduled2 steps
Explore the guideReportingFREE GUIDE
Weekly KPI snapshot
Capture a dashboard snapshot each Monday and share the link to build a weekly series.
Scheduled3 steps
Explore the guideReportingFREE GUIDE
Monthly full orders export
Send a temporary link to all orders, not just the previous month. Configure recipients.
Scheduled2 steps
Explore the guideBillingFREE GUIDE
Send validated invoices to Xero
When an invoice is validated in Filmo, create it in Xero with its customer, tax-split lines and due date, and keep it linked. Sending it again does not duplicate it; drafts are not sent.
On event1 steps
Explore the guideBillingFREE GUIDE
Send validated invoices to Holded
When an invoice is validated in Filmo, create it in Holded with its customer, tax-split lines and due date, and keep it linked. Sending it again does not duplicate it; drafts are not sent.
On event1 steps
Explore the guideBillingFREE GUIDE
Send recorded collections to Holded
When you record a payment on an invoice in Filmo, partial or full, add it to the invoice in Holded. If the invoice is not there yet, send it first. Whatever cannot be recorded is left as a task with the reason.
On event3 steps
Explore the guideBillingFREE GUIDE
Record in Filmo the collections entered in Holded
When a linked invoice is paid in Holded, record the payment on its Filmo invoice. You choose the default treasury account and method; if you assign others to the account the payment arrived in («Cuentas de cobro»), those are used.
On event3 steps
Explore the guideBilling · FeaturedFREE GUIDE
Send validated corrective invoices to Holded
When a corrective invoice is validated in Filmo, create it in Holded with its customer and tax-split lines, and keep it linked. Sending it again does not duplicate it; drafts are not sent.
On event1 steps
Explore the guideMonitoring · FeaturedFREE GUIDE
Prepare tomorrow's dispatch
Find reserved orders starting tomorrow. Notify the warehouse with a count only when results exist.
Scheduled6 stepsSlack
Explore the guideMonitoringFREE GUIDE
Follow up overdue equipment returns
Find unreturned delivered orders past their end date. Alert logistics and create a task only when results exist. No Neo required.
Scheduled5 stepsSlack
Explore the guideMonitoringFREE GUIDE
Follow up overdue tasks
On weekday mornings, notify the team only if pending tasks are past their end date.
Scheduled5 stepsSlack
Explore the guideMonitoring · FeaturedFREE GUIDE
Follow up overdue invoices
Find unpaid or partially paid invoices past due. Notify administration and open follow-up only if results exist. No Xero or Neo required.
Scheduled7 stepsSlack
Explore the guideMonitoringFREE GUIDE
Follow up quotes expiring this week
Find unanswered quotes expiring within seven days and notify sales only if results exist.
Scheduled7 steps
Explore the guideMonitoringFREE GUIDE
Replenish stock below minimum
Check items and variants below minimum available stock. Notify purchasing and create a task only if results exist.
Scheduled6 stepsSlack
Explore the guideMonitoringFREE GUIDE
Plan vehicle inspections
Find active vehicles with inspections due within 30 days. Notify fleet and open an appointment task only if results exist.
Scheduled6 steps
Explore the guide
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