Help
How to use Drool Client Management
74 step-by-step guides, each with screenshots of the real thing. Pick the tool you’re using, or start with your desk.
Your desk
Hub → Dashboard
The dashboard is a desk, and every object on it opens one of your tools. It is the quickest way into whatever you were doing.
Useful links
Hub → Links
A board of the tools and services your studio uses, grouped how you like, so nobody has to hunt for the right login page again.
Clients
Project Tools → Clients
Every client in one list, with their briefs, quotes, contracts and projects hanging off their name.
Briefs
Project Tools → Briefs
Build a project brief from your service templates, send the client a link, and read their answers back in one place.
Quotes
Project Tools → Quotes
Build a quote from your own price list, see your margin as you go, and send the client a link they can accept.
Prices
Project Tools → Quotes → the cog, or Admin → Prices
Your own catalogue of services and prices. It is what the quote builder offers you, so you quote from your rates rather than a blank page.
Contracts
Project Tools → Contracts
Upload your own agreement, email it for signature, and get a signed PDF back with a signature certificate attached.
Projects
Project Tools → Projects
A project is one piece of work for one client: brief, quote and contract at the front, then services, review rounds and sign-off until it's done.
- How to create a project
- How to move a project from lead to live
- How to start a project and add services
- How to add review rounds to a service
- How to send work to the client for feedback or approval
- How to handle a reply and sign off a round
- How to put a page or mockup in front of the client to comment on
- How to find everything you've shared
- How to give your client portal access
- How to see a project's history
- How to complete, archive or delete a project
Client feedback
Project Tools → Projects → Feedback
What your client actually sees: the portal, pinned comments on a live site or a mockup, and signing off a round.
Finances
Finances → Overview
A financial year at a glance: what every client is paying you month by month, and where your bank balance is heading.
- How to add a financial year
- How to switch year, or delete one
- How to set the opening balance
- How to read the monthly overview
- How to record your actual bank balance
- How to add a client to Clients & Payments
- How to enter payments and mark them paid
- How to copy one month into the next
- How to add, rename or remove a tab
- How to hide a client you've finished with
Expenses, Tax & Dividends
Finances → Expenses, Tax, Dividends, Loans
What goes out: staff and subscriptions, the tax you're putting aside, the dividends you've taken and the loans you're paying down.
Your account
Admin → Account
Your profile, your studio's details and the files you have stored. This is what your name looks like on a quote and in a client's inbox.