4 articles
How offers are made, sent and answered, how an acceptance becomes a placement with an invoice, and why a candidate's counter-offer always comes to you.
4 min readHow to record placements, calculate fees, track invoices, and manage payment collection.
4 min readConfigure invoice settings, generate PDFs from placements, email them to clients, and sync with Xero.
4 min readAfter a placement, the AI drafts testimonial, referral, and next-hire asks — you edit and send them from your own mailbox. Nothing auto-sends.
3 min read