Britixo: Workspace Settings, Integrations and Automation | Live Feature Overview

Explore workspace settings, integrations and automation in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules. MATCHING WRITTEN GUIDE https://britixo.com/help-centre/complete-the-initial-company-setup/#britixo-live-038 IN THIS VIDEO • Workspace settings — General • Workspace settings — Company Information • Workspace settings — Localization • Workspace settings — Email • Workspace settings — QR Code Compliance • Workspace settings — Invoices • Workspace settings — Proposals • Workspace settings — Estimates • Workspace settings — Credit Notes • Workspace settings — Subscriptions • Workspace settings — Payment Gateways • Workspace settings — e-Invoice CHAPTERS 00:00 Workspace settings 01:18 Workspace settings 02:36 Workspace settings 03:54 Workspace settings 05:11 Continue with the written guide Fictional demonstration records are used. Draft documents are unsent and no real payment or provider connection is implied. Passwords, verification codes and external authorisation stay private. Available features depend on your plan, enabled modules, permissions and connected services. Genuine application footage with clear UK English narration. OFFICIAL GUIDES AND RESOURCES Official Britixo website https://britixo.com/ Help Centre https://britixo.com/help-centre/ Detailed overview and full walkthrough https://britixo.com/help-centre/britixo-crm-workspace-overview/ Roles, permissions and team access https://britixo.com/help-centre/understand-roles-permissions-and-visible-menus/ Understand unsupported automation and integrations https://britixo.com/help-centre/crm-menu-builder-understand-no-cron-api-or-webhook/ Complete Initial notes https://britixo.com/help-centre/client-discovery-project-briefing-public-intake-companies-house-initial-notes/ Complete Third-party integrations https://britixo.com/help-centre/client-discovery-project-briefing-custom-software-brief-software-integrations/ Complete the Initial status field https://britixo.com/help-centre/licence-applications-complete-the-initial-status-field/ Product support and enquiries https://britixo.com/contact/ RELATED VIDEOS https://www.youtube.com/playlist?list=PLXpPEweYXbf8 Complete detailed walkthrough https://www.youtube.com/watch?v=LNR0k3wN_yQ #Britixo #BusinessAutomation #SoftwareTutorial #BusinessSoftware #WorkflowAutomation #CRMSoftware #SmallBusinessUK