Timeclock

TimeclockDec 2,2020

DEC 2020: Timeclock alpha is released, and free through Summer 2021. After that, we will probably have a free level + paid level. It’s very, very simple for now, but should do the trick. If you need a simple timeclock system for agency-style billing, we hope you find it useful. To get started, click the Read More…

Email in SwiftCloud

Email in SwiftCloudNov 10,2020

This will become the main help file for Email in SwiftCloud, aka SwiftEmail.com. Click any link to see various specific topics. Note SwiftCloud contains… One to One Email / One to Few – regular style email (see Contact Details) One to Many Emails – Broadcast Bulk Email, aka “Groups”. Sequences – aka Autoresponders, Drip Marketing, Read More…

Conditional Redirect

We are working on Conditional Redirect, so that if a user for example clicks X, send to A, but if they click Y, then send them to B after they eSign, or pay a bill, etc. TIP: RELATED: See “Conditional Logic eDocs“ Over time, this will get more and more powerful, as it is integrated Read More…

Conditional Logic Forms

We’ve added an exciting new feature to our electronic signature system, which is… TIP: RELATED: See also “Conditional Redirect“ Branching / Conditional Logic What’s that? Glad you asked…. MOST COMMON USES: e-Waiver: Are you over 18? // if under, get parent signature Do you have any allergies or injuries? // if yes, get more info, Read More…

Default Review Form

Default Review FormSep 22,2020

You have not yet set your default review page. How to fix: Easy! Just 2 steps: Create a review form if you haven’t already (or clone a template then edit it) Set the default on your reviews section of your profile page. From your main profile page, go to About My Business >> Reviews and Read More…

API: Calendar

API: CalendarSep 17,2020

SwiftCloud’s / SwiftCRM’s Calendar is API driven for both internal and external use. HEADS UP! You’ve stumbled into a very technical post. Most users will never need this. If any of the below seems scary and unfamiliar to you, contact us with your goals and we can help. Below is intended for programmers. NOTE: The Read More…

Contacts

ContactsSep 15,2020

One major unique strength of SwiftCloud is that we are a social network, with a full contact editor. Below is an overview of editing contacts – the basic version. We’ll take a deeper dive video soon. When this matters and is especially helpful is when one person signs many docs – say, for HR, real Read More…

Getting Paid

Getting PaidSep 3,2020

We have many ways to collect money in SwiftCloud, which are… Invoice / Estimate / Proposal / Receipt System Shopping Cart / SwiftShop / e-Store Landing Pages or Sales Page Signup-with-Product (i.e. Memberships) e-Sign In-Doc Mode “Sign & Pay” – integrated into an e-Sign doc, or doc-form like a setup or intake form, lease application, Read More…

Membership / Recurring Billing Software

The same software we use internally to bill for SwiftCloud is now a product anyone can use. Use this for… Agency Services – i.e. PPC Coaching Membership Website Offline Memberships Property Rental Club Management Union Management Box of the Month Club Here’s the somewhat clunky demo of how to use it – we’ll smooth this Read More…

SwiftCRM Support

SwiftCRM SupportAug 11,2020

This is the documentation home + onboarding guide for Swift CRM. In this we’ll cover… Managing Contacts Proposals / Estimates / Invoices / Quotes / Receipts Sequences – Automated Follow Up Managing Deal Flow via tags, workflow (tasks / projects system) Roles, Custom Project Types, Custom Field Config other Custom Settings Importing Contacts into SwiftCRM Read More…