How to set up your Heffl workspace
Logo, address, currency, brand colours and a document template, ready for your team.
Tutorials for Heffl and Fieldmox
Two series of short product tutorials. Each one takes a single feature and makes it clear in about a minute. Press play to watch here.
Heffl
An AI-powered CRM. A 10-part series; the rest are on their way.
How to invite your team to Heffl
Invite by email, pick each person's role and permissions, and manage invitations.
How to connect your email to Heffl
Link your mailbox, import its history and reply from the Heffl inbox.
Import contacts and deals, or move from Pipedrive
Bring your existing data in without starting from zero.
Build a deal pipeline
Stages, win probability and rotting days, set up in minutes.
Capture leads with forms
Turn form submissions into CRM leads automatically.
From deal to quote to invoice to payment
The full sales flow in one video, without switching tools.
Custom fields and custom objects
Track the information that matters to your business.
Build your first automation
Let the CRM handle the repetitive work.
Connect Heffl to ChatGPT or Claude
Work with your CRM data from your favourite AI assistant.
Fieldmox
AI-first field service software. Six quick tutorials, each under a minute.
How to set up your Fieldmox account
Country, currency, time zone, business address, tax and your services.
How to add a client and create your first job
A new client, their property and their first job, all from one screen.
How to manage your team's schedule
Every tech's day side by side; move a visit to the right person or time.
How to create a quote
Pick the client, add items from your price list and send it.
How to invoice a job and get paid
Turn finished work into an invoice and get paid.
How to create a job
The client, the work and its price, the visit time, crew notes and the team.
Want a series like this for your product?
I'll reply within a day with a free script idea.