5/30/2023 0 Comments Airtable wiki![]() ![]() You may think that the services and the different modules here on the left hand side are hard coded, and I think that that's a great thing, especially as you're bringing on new members to your team, it can be like introducing them to a full-fledged software product rather than something that you or other members of your team are building along the way. Now, one of the first things that you're bound to notice is that Qatalog looks a lot more like an off the shelf software product, as opposed to something where you need to build things step by step or page by page. If I click on Projects, for example, I'm going to see a list of all of my projects, and I'm going to click on this one called Wayne Industries. In this case, I have a few additional modules, including Services and Contractors, because perhaps I'm a consulting agency in this particular example. Now that you've seen how easy it is to set up a Qatalog, let's go into another workspace which already has some content, so I can show you around. So I'm going to come down here and say, Build my Qatalog, and now I'm ready to get started with my clients, projects, and reporting modules ready for me on the left hand side menu. Now, at this point, I could choose to remove any of these modules or change them, but we can also do this after the fact. So unlike just starting with a template, it has something that is much more detailed. And of course, all of this is customizable. And it also tells me exactly what is going to be listed or included within those modules, including things such as cost, client name, start date, end date. Here you can see that it's going to give me three different modules, reports, projects, and clients. And in just a few seconds it has built something that I can get started with right away. Now, of course, I have the opportunity to change and tweak, and delete, and add more things as well, but what I'm most impressed with is that it's creating me something that I can use and my team can use right away. I'm going to select continue, and what it's going to do is take all of its knowledge of the accounting world, of the bookkeeping world, and build something custom for me. ![]() Am I an advertising agency? Am I a law firm? Am I a real estate agency? In this case, I'm going to type in that I'm an accounting firm, that's what I am, that's what I want to build Qatalog for. So after signing up for your Qatalog account it'll ask you what are you building it for? And it's given me a few examples here. Now, Qatalog is an all-in-one workspace where you can use it to manage your projects, manage clients, manage your staff, manage almost anything, but in a very clean and very easy to use navigation system. The very first tool that we're going to be looking at today is called Qatalog. Now, note, all three of these apps have a free or a free trial version, but we want to compare apples to apples, so we're going to be looking at their pro or business plan. Are you needing an all-in-one workspace for your team or business? Well, in this video we're taking a look at three applications, at three different price points, to determine what is the best for you. ![]()
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