We would like to welcome you to the team and get you up and moving fast with as much ease and fun as possible.

We are going to be focusing on building out your marketing and sales efforts in parallel with streamlining your business processes and training your team to create the best possible business ever!

Here are a few of the tools we use internally that you need to get set up as soon as possible so we can start running.

**Please read and watch the below videos so you are best equipped**




Teamwork is an online project management system that allows us to easily manage our team and tasks online. There is also an app you can download on your phone.

Getting started on teamwork 

Part 1 on using teamwork & creating tasks

Part 2 on assigned tasks & closing out



Slack is our internal communication system. We’ve replaced most emails by using Slack. We use Slack to talk as a team and keep everyone informed. Take a look at this video showing how we use Slack, and there is also an app you can download on your phone for free.

Getting started on Slack 



LastPass allows us to securely share usernames and passwords with the appropriate team members.

Getting started on LastPass

Google Docs


We use google docs to share and collaborate

Getting started on Google Docs



Jing is a quick & easy tool we use to record videos (less than five minutes) & take screenshots and post notes that can all be uploaded online and shared with others.

It is a very good tool for walking through requirements, testing and just communicating in general.

It’s absolutely free! We love it and know you will too. See the video below on how to install and use (we used jing to record the video =)

How to download Jing & record a video 

How to take screenshots with Jing– This tutorial will give you a quick overview on how to record videos and take screenshots with Jing.


**Only for Finance** Harvest


This is our invoicing system. Here is a quick video showing how easy it is to use

How to Pay an Invoice