Taskyy video tutorials

Watch guided walkthroughs for onboarding, clients, leads, invoices, scheduling, add-ons, and support workflows.

Getting started and company profile setup

Taskyy tutorial content covering this workflow is available from the tutorial library in the app.

Creating a new client record

Taskyy tutorial content covering this workflow is available from the tutorial library in the app.

Lead pipeline and CRM workflow

Taskyy tutorial content covering this workflow is available from the tutorial library in the app.

Invoices plus items and services

Taskyy tutorial content covering this workflow is available from the tutorial library in the app.

Calendar and Google sync

Taskyy tutorial content covering this workflow is available from the tutorial library in the app.

Support and troubleshooting basics

Taskyy tutorial content covering this workflow is available from the tutorial library in the app.