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Getting started Secure Inter-Company Workflows Showing videos tagged Inter-company workflows · Show all videos · 🔗 Copy link to these videos
Getting started 1:45 All Purpose Forms in under 2 minutes The quick tour: forms, websites, bookings, signatures and payments, an online store, automations, inter-company workflows and jobs, feedback, email security and agency partners. Secure Inter-Company Workflows NEW Connect one workflow across two separate organizations, like an intake team and a law firm, a realtor and an inspector, or two departments. Each company keeps its own account, team and data. Cases are handed over automatically, only the answers you choose are passed along, and both sides can follow how the case is going. See how it compares →
1:41 Connect a workflow across two companies Hand cases to a partner business securely, sharing only what you choose. 1:41 New-hire onboarding across HR, IT, payroll and partners One onboarding form tells IT, sends payroll their form and hands the background check to a screening partner. 1:36 Buying a home, part 1: from offer to accepted The buyer signs the offer, the listing agent at another brokerage gets it, the seller counters and the buyer accepts, each step signed. 1:22 Buying a home, part 2: inspection, title and lender The inspector books, reports and signs on site, and the report reaches the buyer, the title company and the lender at once. 1:23 Buying a car: dealership, lender and customer A test drive booked online, the trade-in appraised, credit sent to the lender and back, and the buyer's order signed. 1:26 Renting out an apartment: application to keys The rental application, screening by a separate company, the lease signed on a phone and the move-in inspection with photos. 1:17 A change order: homeowner, builder and electrician A change requested with a photo, priced by the electrician in their own account, then approved and signed by the homeowner. 1:15 Booking an event venue: venue, caterer and sound An enquiry on the venue's website, a proposal signed on a phone, and the caterer and sound company each briefed in their own account. 1:10 Connected jobs: send an inspection, get billed back The agent matches fields once, the inspector works the job and signs it off, the bill comes back on Net 30 terms and goes on her client's bill with a markup. 1:06 Connected jobs, start to finish: test it, track it, take it back A test run before a real customer, Clear test run, the inspector blocking time to work a job, taking back an overdue job, and the inspector sending back one he can't take. 1:04 Reviews and team business cards After a connected job, the agent reviews the inspector in Find a business and he replies; then an agency adds a designer to its partner kit and prints everyone's cards. 1:03 Law firms: bringing in specialist counsel A family law firm sends a tax question to specialist counsel, who records the conflict check and signs the opinion in their own account; it comes back to the file with their bill. 1:04 Accountants: bookkeeper to CPA A bookkeeping firm sends a client's year-end books to a CPA firm, which prepares the return, signs it off and bills back on Net 30. 0:48 Accountants: bringing in a valuation A CPA firm sends a business to a valuation specialist, who signs the report in their own account and bills back. 0:48 Accountants: a letter for the lender A lender requests an income verification letter from the borrower's CPA, who sends it back signed with a small fee. 0:56 Set up an inter-company workflow Invite a partner business, they accept, you choose the forms and match fields once, then send a test run as a job marked TEST.
