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Tutorials

Video tutorials

Short videos of the Cibotti app doing the work, one step at a time. Each has captions, and every step is written out under it.

Tutorial 1

Making, finding and grouping records

Write a record, find it again, and keep it with its job.

Length (1 minute 15 seconds) · Captions are on. Every step is written out below.

The steps

  1. Every record starts on New entry, under Ledger.
  2. Pick the kind of record. This one is a delivery we received.
  3. Write what happened, in your own words.
  4. Press "Add files" to attach a photo.
  5. To keep it with a job, press "Add to a job" and pick the job.
  6. Press "Submit entry". The record is sealed, and nobody can change it.
  7. Every record you can see is on All entries.
  8. Type a word in Search to find records.
  9. Or pick a group, like Deliveries.
  10. Press a record to open it.
  11. You see its photo, its words, who wrote it and when.
  12. "Record intact" means your browser just checked its fingerprint.
  13. Press "See every record in the job" to open the whole job.

Tutorial 2

Jobs: estimate, proof of work and invoice

Keep the estimate, the proof of work and the invoice of one job together.

Length (58 seconds) · Captions are on. Every step is written out below.

The steps

  1. A job keeps the records of one piece of work together.
  2. Open "More", then "Jobs".
  3. Pick a job to open its page.
  4. Its records are listed in the order they were written.
  5. Here is the estimate, and the client’s confirmation of it.
  6. Next is the proof of work.
  7. Now write the invoice, right from the job’s page.
  8. The job is already filled in.
  9. Write the invoice details.
  10. Press "Submit entry" to seal it.
  11. Back on the job’s page, the invoice follows the estimate and the proof of work.

Tutorial 3

Customer photos and confirmation links

Have someone outside confirm a record, or send you photos, with no account.

Length (1 minute 35 seconds) · Captions are on. Every step is written out below.

The steps

  1. To have someone outside confirm a record, open it.
  2. Press "Ask for confirmation".
  3. Write who it is for.
  4. Choose "Just give me a link" to send it yourself, or let Cibotti email it.
  5. Press "Create the link".
  6. This is what they see when they open the link. They need no account.
  7. They press "Open the record" and read it.
  8. They can add a note, then confirm or dispute it.
  9. Their answer is saved, with the time.
  10. Back in Cibotti, the record now shows "Confirmed".
  11. To ask a customer for photos, open a record of their job.
  12. Press "Ask the customer for photos".
  13. Say who it is for, their email, and what to photograph.
  14. Press "Email it for me". Cibotti emails them a link.
  15. They open the link on their phone or computer, and press "Start".
  16. They add their photos, type their name, and press "Send".
  17. Their photos arrive as a new record, in the same job.

Tutorial 4

Bringing in old records

Bring in the records you kept in a spreadsheet.

Length (58 seconds) · Captions are on. Every step is written out below.

The steps

  1. Records you kept somewhere else, like a spreadsheet, can come into Cibotti.
  2. Open "More", then "Bring in old records".
  3. Choose your file.
  4. Cibotti guesses which column is what. Check each guess.
  5. If a kind of record is new, choose what it should be.
  6. Press "Looks right".
  7. See how the first records will look.
  8. Tick the boxes to confirm, then seal them.
  9. Done. Old records go under "Imported" in All entries. They don’t set off alerts.
  10. Press "Download the result list" to keep a list of what came in.

Tutorial 5

Projects, tasks and the Project Record

Run a project with tasks, proof and sign-offs, then save it as one PDF.

Length (1 minute 7 seconds) · Captions are on. Every step is written out below.

The steps

  1. Projects hold a goal, tasks, people and the proof of each step.
  2. Press "New project". A template can fill in the steps for you.
  3. Here is a project that is already under way.
  4. The task flow shows each task, and what it waits on.
  5. Open a task to see its steps and its proof.
  6. Luis finished it and added two photos as proof.
  7. A manager checks the work, then presses "Verify and sign".
  8. The sign-off is sealed in the ledger, with the time.
  9. The timeline shows every task against its dates.
  10. Press "Generate Project Record" for one PDF of the whole project.
  11. Press "Download PDF" to save it.

Tutorial 6

Routines: work that repeats

Set up checks that repeat, and fill them in when they are due.

Length (56 seconds) · Captions are on. Every step is written out below.

The steps

  1. Routines are checks that come back, like a daily forklift check.
  2. Press "New routine".
  3. Give it a name, a kind of record, and who does it.
  4. Write the text to fill in. Put each blank in double square brackets.
  5. Choose how often it repeats, then save it.
  6. When a routine is due, it shows under "To do". Press "Fill in".
  7. The text is ready. Fill in the blanks.
  8. Press "Submit entry". The record is sealed, and the routine is marked done.
  9. Back on Routines, it is no longer waiting.

Tutorial 7

The Lens and Business helpers

See your whole operation at a glance, and price a job for the margin you want.

Length (51 seconds) · Captions are on. Every step is written out below.

The steps

  1. The Lens shows your whole operation at a glance.
  2. Each slice of the ring is one kind of record. Press a slice to see its records.
  3. Pick a period, like the last 12 months.
  4. The cards count records, tasks on time and routines kept.
  5. Business helpers answer money questions with your own numbers.
  6. Open "Job cost and price".
  7. Enter the hours, rates and costs of the job.
  8. Cibotti works out the price that gives the margin you want.

Tutorial 8

Downloads, prints and record packs

Save your ledger, a report or a single record as a file.

Length (1 minute 14 seconds) · Captions are on. Every step is written out below.

The steps

  1. Everything in your ledger can be saved as a file.
  2. On All entries, the filters decide what goes in the file.
  3. Press "Download CSV" for a spreadsheet.
  4. Press "Download JSON" for other software.
  5. Press "Print / Export report" for a report to print, or save as a PDF.
  6. Its button "Print / Save as PDF" prints it, or saves it as a PDF.
  7. "Print activity log" lays out the records hour by hour, like a paper log.
  8. Each record has its own download, too. Open the record.
  9. Press "Download the record pack".
  10. It is a ZIP file with the record, its files and an offline checker anyone can open.
  11. A project can be saved as one PDF, too. See the Projects tutorial.

Tutorial 9

Signing up and paying

Sign up, pay by card, get your access codes, add your people and put Cibotti on your phone.

Length (1 minute 26 seconds) · Captions are on. Every step is written out below.

The steps

  1. Press "Get started" on the homepage.
  2. Type your company, your name, email, phone and billing address.
  3. Choose your plan by the number of people.
  4. Read the terms, tick the box, and press "Continue to payment".
  5. Helcim’s secure payment form opens. Enter your card there.
  6. When the payment goes through, your account is ready.
  7. This is your own access code. Keep it to yourself.
  8. Your rows are ready. Type each person in and tap their level.
  9. Have a list? Press "Upload your list" and fix anything in red.
  10. Press "Generate codes".
  11. Print or download the codes. Give each person their own, privately.
  12. Tick "I have saved or printed these codes", then press "Continue to Cibotti".
  13. Next time, type your code on the Code in page.
  14. To put Cibotti on your phone, press "Put Cibotti on your phone" and follow the steps.

Tutorial 10

Adding your people and access levels

The three access levels, adding your people, handing out their codes, and switching someone off.

Length (1 minute 22 seconds) · Captions are on. Every step is written out below.

The steps

  1. Everyone in your company has one of three access levels.
  2. Standard staff see their own entries, and the projects they are on.
  3. Management also sees the entries of the people under them, except record types kept private.
  4. Executives see and do everything, and add people.
  5. To add people, open the menu, then "People".
  6. Your rows are ready. Type each person in and tap their level.
  7. Have a list? Press "Upload your list" and fix anything in red.
  8. Press "Generate codes". Each code is shown only once.
  9. Print, download or copy the codes. Give each person their own, privately.
  10. Press "Access" to choose who someone reports to, and their roles.
  11. When someone leaves, press "Deactivate". Their past entries stay.
  12. Help explains more, under "Add and manage people".