Watch a tutorial while using a module

Short answer

Open Estimates, Projects, Clients, Invoices, Schedule, Price Book or Time Logs. Full steps below.

Where: Support → Tutorials; desktop Assistant also shows a scrollable tutorial list on the left

Plans: All plans; watching a tutorial does not unlock the feature it demonstrates

Steps

  1. Open Estimates, Projects, Clients, Invoices, Schedule, Price Book or Time Logs.
  2. Select Watch tutorial near the top of the page to open that module's recording. The same control appears on the Advanced Estimate, client detail and project dashboard pages.

Rules and limits

Still stuck?

If a step does not match what you see on screen, stop there and open a ticket from Support > My Tickets with a screenshot of that step. The team will look at the account directly.

Last verified 2026-10-19.