Use
BizToWeb Tutorials
Everything you need to organize your business: customer registration, contract generation, work assignment and activity coordination. See the tutorials and learn how each module works.
Discover the dashboard
Find out what elements are on the control panel and how you can activate and deactivate the widgets.
Add a customer
Find out how you can add a customer and how the customer sheet looks like in BizToWeb.
Add a contract/project
Find out how you can add a contract and how the project sheet looks like.
Add an employee
Find out how you can add an employee and how you can better organize your team.
Add a task
Find out how you can add a task and how you can use the task calendar.
Access the customer list
Find out how you can use the customer list and what operations are allowed in this table.
Access the list of contracts
Find out how you can see the list of projects and what operations you can do on this page.
Add history for a customer
Find out how you can record the history of collaboration with clients, so that you can make sure that the whole team is aware of the evolution of the collaboration.
Add overtime
Find out how your team can add daily attendance, so that you have a clear picture of the time spent on each project.
Track the progress of projects
Find out how you can track the progress of projects, so you can make sure they are completed on time.
Plan a project
Find out how you can plan a project, how you can assign tasks to the team and how you can decide who works on which tasks, with the help of an intuitive calendar.
Add an appointment
Find out how you can add an appointment to the BizToWeb calendar.
You can use this calendar if you have a clinic, a car service or any business that involves working with the public.
Generate the time report
Find out how you can add an appointment to the BizToWeb calendar.
You can use this calendar if you have a clinic, a car service or any business that involves working with the public.
Generate a contract
Find out how you can use types to generate a contract. See which fields can be replaced automatically and how you can get a file completed with the customer’s and your company’s data.
Generate a file for clients
Learn how you can use typed to generate a file for clients. You can use this section to generate various minutes, request forms, which can be submitted to the authorities or technical sheets, useful in the project.
Generate a file for employees
Find out how you can use types to generate a file for employees, whether it’s a certificate, a leave request or an additional document to the employment contract.
See the company’s financial situation
Find out how you can analyze the real situation of your business and how you can test various financial scenarios to optimize your profit.
Add a lead/prospect
Find out how you can analyze the real situation of your business and how you can test various financial scenarios to optimize your profit.
Add a price quote
Find out how you can organize products and product categories, how to add a price offer and how you can send it to customers.