T O L M A N M E D I A
Tolman Media
Mexico
Platforms for Success
Tolman Media has partnered with several platforms in order for our employees, clients, and creatives to be successful. We have provided training for all of these platforms. We also have direct contacts for most of the platforms that can help with support requests and any issues you have.
Honeybook
Login
Type: Company wide (see usernames and passwords sheet)
Frequency
Type: Should be used daily
Uses
-
Create and view client contracts and invoices
-
Communicate with clients and creatives on the project
-
Use templates and questionnaires
Intro & Popular Uses
How to Add Creatives to a Team
How to Add/Remove Someone to/from a Project
How to Create a Project
Tutorial for Creatives
How to Create a Proposal
What To Do If You Need Help
- Watch the training videos
- Ask your team members
- Chat into Honeybook (click on the question mark icon in the bottom right of the screen)
- Ask admin
- Email Romey
Wedding Smash
Login
Type: Personal - contact admin for your credentials
Frequency
Type: Should be used daily
Uses
-
View all past, current, and upcoming projects
-
Creatives can sign up for projects
-
View client wedding details
-
Payroll
Contact
Name: Lindsey & Forrest Parker
Email: lindsey@quincysolutions.com, forrest@quincysolutions.com
Phone:
What To Do If You Need Help
- Watch the training videos
- Ask your team members
- Ask admin
- Submit a support request (click on Help and Training, then Submit Support Request)
- Email Lindsey and/or Forrest
Market Surge
Login
Type: Personal - contact admin for your credentials
Frequency
Type: Should be used daily
Uses
-
Call, text, and email clients and creatives
-
Use automations to communicate easily and effectively
Adding Tags to Contacts
How to Send Bulk Texts
What To Do If You Need Help
- Watch the training videos
- Ask your team members
- Ask admin
- Email Jared
Griffin Hill
Login
Type: Personal - contact admin for your credentials
Frequency
Type: Should be used daily
Uses
-
Accountability
-
Communicate with your direct supervisor
-
Align priorities
Daily Status Updates
Weekly Prioritizations & Evaluations
What To Do If You Need Help
- Watch the training videos
- Ask your team members
- Ask admin
- Email Scott
DeskTime
Login
Type: Personal - contact admin for your credentials
Frequency
Type: Should be used daily
Uses
-
Clock in/clock out for hourly employees
-
Accountability
-
Time off requests
Contact
Name:
Email:
Phone:
What To Do If You Need Help
- Watch the training videos
- Ask your team members
- Ask admin